We are live on ! Find out more
EVH icon

Evolent Health
EVH

178 hedge funds and large institutions have $1.75B invested in Evolent Health in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.05M | Put options by funds: $2.57M

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

6% more funds holding

Funds holding: 168 → 178 (+10)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$89.5M)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.3% more ownership

Funds ownership: 95.24% → 95.53% (+0.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
30
Increased
61
Reduced
57
Closed
19
Calls
$5.05M
Puts
$2.57M
Net Calls
+$2.48M
Net Calls Change
-$624K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
2
GF
Greenhouse Funds
Maryland
+$20.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$7.46M
5
MGIM
M&G Investment Management
United Kingdom
+$5.55M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$17.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.8M
5
KCM
Kennedy Capital Management
Missouri
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
151
FORA Capital
Florida
$24K -$93.8K -4,684 -80%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$20K -$51.3K -2,560 -73%
CTC
153
Central Trust Company
Missouri
$15K +$14K +700 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
LC
155
Lindbrook Capital
California
$13K – – –
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$12K – – –
CFO
157
CVA Family Office
Colorado
$10K +$9.81K +490 New
HFS
158
Hantz Financial Services
Michigan
$8K -$270K -13,457 -97%
AF
159
Allworth Financial
California
$8K +$8.01K +400 New
VRM
160
Vectors Research Management
New York
$7K – – –
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$6K – – –
MGIM
162
M&G Investment Management
United Kingdom
$5.82K +$5.55M +277,159 New
CWP
163
Concord Wealth Partners
Virginia
$3K – – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$3K +$2.04K +102 +443%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.98K +149 New
EW
166
Evoke Wealth
California
$2K – – –
HNB
167
Huntington National Bank
Ohio
$2K – – –
IFAM
168
Institutional & Family Asset Management
Colorado
$2K – – –
IRC
169
Investors Research Corp
Georgia
$2K – – –
PA
170
Parallel Advisors
California
$2K +$1.02K +51 +138%
ASN
171
Advisory Services Network
Georgia
$2K +$2K +100 New
VCM
172
Versant Capital Management
Arizona
$1K – – –
EI
173
Ellevest Inc
New York
$1K +$381 +19 +83%
CG
174
Cutler Group
California
$1K +$1.14K +57 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1K +$1.56K +78 New
4 5 6
7
8

EVH Hedge Fund Activity: Q2 2021 in Review

178 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2021, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EVH positions and 19 closed out — a net gain of 11 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Eagle Asset Management, cutting an estimated $17.6M.

  • 178 institutional investors held Evolent Health (EVH) as of Q2 2021, up from 168 in Q1 2021.
  • Funds reported $1.75B of Evolent Health stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Evolent Health positions in Q2 2021 and 19 closed out, a net change of +11 holders.
  • The largest Evolent Health buyer in Q2 2021 was Fidelity Investments, an estimated $29.3M added.
  • The largest Evolent Health seller in Q2 2021 was Eagle Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.