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Evolent Health
EVH

Overview Fund Activity

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$88.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$125M
4
BlackRock
4
BlackRock
New York
$278M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
BG
2
Bellevue Group
Switzerland
$78.5M
3
GF
3
Greenhouse Funds
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.3M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$437K +$4.79K +145 +1%
LOAME
152
Lombard Odier Asset Management (Europe)
United Kingdom
$429K -$99.1K -3,000 -19%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$421K +$421K +12,537 New
Principal Financial Group
154
Principal Financial Group
Iowa
$420K +$39.7K +1,202 +10%
PFM
155
Premier Fund Managers
United Kingdom
$417K -$312K -9,326 -43%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$411K – – –
ACM
157
Aquatic Capital Management
Illinois
$393K +$393K +11,900 New
Prudential Financial
158
Prudential Financial
New Jersey
$392K +$24.9K +754 +7%
AIP
159
Ameritas Investment Partners
Nebraska
$377K +$15.1K +458 +4%
Walleye Trading
160
Walleye Trading
New York
$362K +$362K +10,966 New
OQS
161
Occudo Quantitative Strategies
Florida
$357K +$99.6K +3,014 +39%
NYLIM
162
New York Life Investment Management
New York
$354K -$8.16K -247 -2%
CC
163
Chicago Capital
Illinois
$333K – – –
Corient Private Wealth
164
Corient Private Wealth
Florida
$332K -$16.5K -500 -5%
GCIA
165
Gabelli & Co Investment Advisers
New York
$330K – – –
Creative Planning
166
Creative Planning
Kansas
$325K +$325K +9,853 New
JFG
167
Jefferies Financial Group
New York
$322K -$742K -22,466 -70%
SWM
168
SeaCrest Wealth Management
New York
$314K -$5.83K -180 -2%
CTC
169
Cetera Trust Company
Minnesota
$303K +$303K +9,160 New
SIC
170
Salem Investment Counselors
North Carolina
$300K – – –
JCM
171
Janney Capital Management
Pennsylvania
$293K -$23.4K -709 -7%
Verition Fund Management
172
Verition Fund Management
Connecticut
$290K +$39.6K +1,200 +16%
Osaic Holdings
173
Osaic Holdings
Arizona
$274K +$122K +3,745 +80%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$265K +$265K +8,035 New
LPL Financial
175
LPL Financial
California
$257K +$257K +7,783 New
5 6
7
8 9