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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$1.05M -$273K -10,605 -22%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$1.02M
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$1,000K -$253K -9,800 -22%
IIM
129
INTECH Investment Management
Florida
$989K +$901K +34,975 New
Allianz Asset Management
130
Allianz Asset Management
Germany
$963K +$321K +12,436 +58%
IAS
131
IMA Advisory Services
Colorado
$921K -$102K -3,952 -11%
VFA
132
Values First Advisors
Tennessee
$909K +$144K +5,583 +21%
SG Americas Securities
133
SG Americas Securities
New York
$891K +$812K +31,496 New
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$889K
Canada Life
135
Canada Life
Manitoba, Canada
$864K
First Trust Advisors
136
First Trust Advisors
Illinois
$856K -$2.05M -79,569 -72%
DB
137
Danske Bank
Denmark
$855K +$779K +30,231 New
OC
138
Oppenheimer & Co
New York
$855K +$779K +30,222 New
SCI
139
S&CO Inc
Massachusetts
$848K
EFL
140
ERn Financial LLC
Wisconsin
$836K -$773K -30,000 -50%
QCM
141
Qsemble Capital Management
New York
$829K +$755K +29,303 New
HCM
142
Hollencrest Capital Management
California
$806K -$1.72M -66,825 -70%
ASRS
143
Arizona State Retirement System
Arizona
$804K -$16.5K -639 -2%
DZ Bank
144
DZ Bank
Germany
$785K
FF
145
Friedenthal Financial
New Jersey
$723K +$659K +25,549 New
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$720K +$394K +15,299 +150%
SEC
147
Seven Eight Capital
New York
$710K +$86.5K +3,356 +15%
SAM
148
Silphium Asset Management
United Kingdom
$707K +$644K +25,000 New
CAM
149
ClariVest Asset Management
California
$689K
IIM
150
Ironwood Investment Management
Massachusetts
$683K +$622K +24,145 New

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.