We are live on ! Find out more
EVH icon

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
TPWA
176
Twin Peaks Wealth Advisors
California
$125 +$174 +55 New
BWA
177
Basecamp Wealth Advisors
Washington
$114
TWD
178
True Wealth Design
Ohio
$112 +$82 +26 +113%
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$98
CA
180
CoreCap Advisors
Michigan
$89
GCP
181
Gill Capital Partners
Colorado
$89 +$124 +39 New
WPA
182
Wealth Preservation Advisors
Tennessee
$84 +$117 +37 New
UBS AM
183
UBS AM
Illinois
$82 -$944K -297,679 -100%
WA
184
Whipplewood Advisors
Colorado
$62 +$86 +27 New
TFA
185
Transamerica Financial Advisors
Florida
$47 +$67 +21 New
EC
186
Elequin Capital
New York
$32 -$146 -46 -77%
SIC
187
SJS Investment Consulting
Ohio
$30 +$41 +13 New
DF
188
Dunhill Financial
United Kingdom
$11
HNB
189
Huntington National Bank
Ohio
$2 -$8.68K -2,735 -100%
KFAS
190
Keating Financial Advisory Services
Kansas
$2 +$3 +1 New
GT
191
Glenmede Trust
Pennsylvania
-$4.6M -1,150,414 Closed
CHP
192
Castle Hook Partners
New York
-$3.75M -937,628 Closed
PCM
193
Peregrine Capital Management
Minnesota
-$2.95M -737,977 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
-$2.26M -564,954 Closed
Ameriprise
195
Ameriprise
Minnesota
-$2.13M -532,133 Closed
Two Sigma Advisers
196
Two Sigma Advisers
New York
-$1.13M -281,900 Closed
State of Wisconsin Investment Board
197
State of Wisconsin Investment Board
Wisconsin
-$954K -238,582 Closed
NAMI
198
Nomura Asset Management International
Pennsylvania
-$828K -207,057 Closed
Swiss National Bank
199
Swiss National Bank
Switzerland
-$774K -193,400 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$698K -174,599 Closed