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Evolent Health

191 hedge funds and large institutions have $252M invested in Evolent Health in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

9.03% less ownership

Funds ownership: 108%98.97% (-9%)

11% less funds holding

Funds holding: 215191 (-24)

19% less call options, than puts

Call options by funds: $274K | Put options by funds: $337K

31% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 61

48% less capital invested

Capital invested by funds: $482M → $252M (-$230M)

Holders
191
Holders Change
-24
Holders Change %
-11.16%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
58
Reduced
59
Closed
61
Calls
$274K
Puts
$337K
Net Calls
-$63K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$5.91K +$8.48K +2,672 New
HI
152
Harbour Investments
Wisconsin
$5.79K +$999 +315 +14%
C
153
Covestor
United Kingdom
$5K +$6.86K +2,162 +36,033%
PA
154
Parallel Advisors
California
$3.85K +$1.56K +493 +41%
HIA
155
Harbor Investment Advisory
Maryland
$3.78K
CTC
156
Cetera Trust Company
Minnesota
$3.42K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.69K +$3.74K +1,180 New
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$2.6K +$3.22K +1,015 +825%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$2.38K -$13.5K -4,257 -80%
FFA
160
Farther Finance Advisors
California
$2.25K +$1.25K +394 +64%
DWM
161
Darwin Wealth Management
Florida
$2.17K
ASN
162
Advisory Services Network
Georgia
$1.72K +$2.4K +755 New
RIL
163
Rothschild Investment LLC
Illinois
$1.53K +$1.12K +352 +111%
SSG
164
Summit Securities Group
New York
$1.45K +$2.02K +636 New
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$1.13K +$1.57K +495 New
US Bancorp
166
US Bancorp
Minnesota
$1.03K +$1.17K +368 +433%
RFP
167
Root Financial Partners
California
$990 +$1.38K +434 New
EWA
168
EverSource Wealth Advisors
Alabama
$845 -$149 -47 -11%
FFO
169
Fortitude Family Office
Arizona
$627
Optiver Holding
170
Optiver Holding
Netherlands
$572 -$2.03K -641 -72%
CFM
171
Cornerstone Financial Management
Massachusetts
$417 +$581 +183 New
NSIM
172
North Star Investment Management
Illinois
$376 +$523 +165 New
MCM
173
MAI Capital Management
Ohio
$352 +$343 +108 +235%
SS
174
SBI Securities
Japan
$308
AAP
175
Arax Advisory Partners
Colorado
$180 +$19 +6 New