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Evolent Health
EVH

161 hedge funds and large institutions have $1.31B invested in Evolent Health in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $987M → $1.31B (+$319M)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 155 → 161 (+6)

1.65% more ownership

Funds ownership: 93.39% → 95.05% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

18% less call options, than puts

Call options by funds: $3.16M | Put options by funds: $3.85M

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
47
Reduced
51
Closed
22
Calls
$3.16M
Puts
$3.85M
Net Calls
-$698K
Net Calls Change
-$4.04M

Top Buyers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
+$16.2M
2
KCM
Kennedy Capital Management
Missouri
+$12.9M
3
SBH
Segall Bryant & Hamill
Illinois
+$5.66M
4
CS
Credit Suisse
Switzerland
+$4.6M
5
BlackRock
BlackRock
New York
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$10.2M
2
Millennium Management
Millennium Management
New York
-$7.72M
3
VCM
Voce Capital Management
California
-$5.35M
4
GF
Gabelli Funds
New York
-$2.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
151
Institutional & Family Asset Management
Colorado
$2K +$291 +22 +20%
CWP
152
Concord Wealth Partners
Virginia
$2K +$1.69K +128 New
ICP
153
Interchange Capital Partners
Pennsylvania
$2K +$1.75K +132 New
KFS
154
Kelly Financial Services
Massachusetts
$1.6K – – –
RWA
155
Ropes Wealth Advisors
Massachusetts
$1K +$1.19K +90 New
AIG
156
American International Group
New York
$704 -$16.7K -1,260 -3%
PAMU
157
Pictet Asset Management (UK)
United Kingdom
– -$10.2M -824,059 Closed
PWAM
158
Park West Asset Management
California
– -$2.48M -200,000 Closed
JCIA
159
Jackson Creek Investment Advisors
Colorado
– -$821K -66,176 Closed
Squarepoint
160
Squarepoint
New York
– -$632K -50,903 Closed
AWM
161
AE Wealth Management
Kansas
– -$610K -49,127 Closed
CM
162
Caption Management
Oklahoma
– -$583K -47,000 Closed
AIM
163
Aigen Investment Management
New York
– -$504K -40,603 Closed
American Century Companies
164
American Century Companies
Missouri
– -$440K -35,443 Closed
BC
165
Brookfield Corp
Ontario, Canada
– -$399K -32,128 Closed
AW
166
Alpha Windward
Massachusetts
– -$383K -30,840 Closed
QT
167
Quantbot Technologies
New York
– -$300K -24,208 Closed
DTL
168
Dynamic Technology Lab
Singapore
– -$270K -21,779 Closed
RP
169
Riverbridge Partners
Minnesota
– -$268K -21,609 Closed
SEC
170
Seven Eight Capital
New York
– -$204K -16,475 Closed
SM
171
Sciencast Management
New Jersey
– -$132K -11,847 Closed
QT
172
Quantamental Technologies
New York
– -$139K -11,175 Closed
AIMCA
173
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$135K -10,900 Closed
PCM
174
Prelude Capital Management
New York
– -$5K -400 Closed
MIM
175
Macroview Investment Management
Maryland
– -$3K -231 Closed
4 5 6
7
8

EVH Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2020, worth a combined $1.31B — up 32% from $987M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EVH positions and 22 closed out — a net gain of 7 holders — while 47 added to existing stakes and 51 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $16.2M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $10.2M sold.

  • 161 institutional investors held Evolent Health (EVH) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.31B of Evolent Health stock for Q4 2020, up 32% quarter-over-quarter.
  • 29 funds opened new Evolent Health positions in Q4 2020 and 22 closed out, a net change of +7 holders.
  • The largest Evolent Health buyer in Q4 2020 was Granahan Investment Management, an estimated $16.2M added.
  • The largest Evolent Health seller in Q4 2020 was Pictet Asset Management (UK), an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2020.