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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
AG
151
Algert Global
California
$651K +$324K +12,570 +120%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$646K
ProShare Advisors
153
ProShare Advisors
Maryland
$617K +$174K +6,758 +45%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$591K
HWM
155
HighMark Wealth Management
Minnesota
$579K +$528K +20,475 New
RJA
156
Raymond James & Associates
Florida
$498K +$6.42K +249 +1%
AG
157
Ascent Group
Virginia
$474K -$240K -9,300 -36%
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$430K +$392K +15,191 New
BWM
159
Brophy Wealth Management
New Hampshire
$405K +$369K +14,310 New
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$400K +$365K +14,152 New
Victory Capital Management
161
Victory Capital Management
Texas
$397K -$6.21K -241 -2%
EAM
162
Eagle Asset Management
Florida
$387K -$15.9M -616,845 -96%
XT
163
XTX Topco
Cayman Islands
$384K -$768K -29,791 -69%
CL
164
Choreo LLC
Illinois
$383K +$8.76K +340 +2%
HI
165
Harbour Investments
Wisconsin
$378K -$8.76K -340 -2%
PI
166
PEAK6 Investments
Illinois
$358K +$326K +12,649 New
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$352K
Prudential Financial
168
Prudential Financial
New Jersey
$347K -$3.2K -124 -1%
GC
169
Guggenheim Capital
Illinois
$344K +$1.65K +64 +0.5%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$344K
Stifel Financial
171
Stifel Financial
Missouri
$341K -$342K -13,254 -52%
DTL
172
Dynamic Technology Lab
Singapore
$327K -$2.63M -101,971 -90%
AIP
173
Ameritas Investment Partners
Nebraska
$323K
ET
174
Entropy Technologies
New York
$319K +$291K +11,283 New
Corient Private Wealth
175
Corient Private Wealth
Florida
$310K +$282K +10,946 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.