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Evolent Health
EVH

183 hedge funds and large institutions have $611M invested in Evolent Health in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 34 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.82M

147% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 34

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3.72% less ownership

Funds ownership: 100.86% → 97.14% (-3.7%)

5% less funds holding

Funds holding: 192 → 183 (-9)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

39% less capital invested

Capital invested by funds: $1.01B → $611M (-$397M)

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
84
Reduced
34
Closed
39
Calls
$6.01M
Puts
$1.82M
Net Calls
+$4.2M
Net Calls Change
+$2.48M

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$32.7M
2
CS
Credit Suisse
Switzerland
+$16.7M
3
Citigroup
Citigroup
New York
+$13.4M
4
BG
Bellevue Group
Switzerland
+$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$10M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$33.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$32.1M
4
WRF
Waddell & Reed Financial
Kansas
-$10.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
176
Synovus Financial
Georgia
$2K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.82K +238 New
IFAM
178
Institutional & Family Asset Management
Colorado
$1K – – –
VFA
179
Valeo Financial Advisors
Indiana
$1K – – –
GI
180
Gradient Investments
Minnesota
$1K +$1.55K +131 +234%
PCP
181
Proficio Capital Partners
Massachusetts
$1K +$1.99K +168 New
KFS
182
Kelly Financial Services
Massachusetts
$795 – – –
Capital Research Global Investors
183
Capital Research Global Investors
California
– -$62.4M -4,957,412 Closed
PCM
184
Portolan Capital Management
Massachusetts
– -$9.06M -720,484 Closed
Westfield Capital Management
185
Westfield Capital Management
Massachusetts
– -$8.72M -693,515 Closed
PC
186
Pier Capital
Connecticut
– -$8.4M -667,999 Closed
CC
187
Casdin Capital
New York
– -$6.92M -550,000 Closed
ECM
188
Endurant Capital Management
California
– -$5.27M -418,728 Closed
TCM
189
Tygh Capital Management
Oregon
– -$2.63M -208,852 Closed
Renaissance Technologies
190
Renaissance Technologies
New York
– -$2.46M -195,499 Closed
MOACM
191
Mutual of America Capital Management
New York
– -$1.9M -150,889 Closed
MSE
192
MUFG Securities EMEA
United Kingdom
– -$1.57M -124,877 Closed
RHJA
193
Rice Hall James & Associates
California
– -$1.5M -119,166 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
– -$1.37M -109,259 Closed
SEC
195
Seven Eight Capital
New York
– -$860K -68,400 Closed
EOJOAM
196
E. Ohman J:or Asset Management
Sweden
– -$747K -59,404 Closed
JSP
197
Jackson Square Partners
California
– -$510K -40,593 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– -$464K -36,871 Closed
LSCM
199
LaSalle Street Capital Management
Illinois
– -$445K -35,366 Closed
LCM
200
Laurion Capital Management
New York
– -$415K -32,968 Closed
5 6 7
8
9

EVH Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2019, worth a combined $611M — down 39% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EVH and 33 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 84 added.

The largest buyer was Glenmede Trust, adding an estimated $32.7M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $62.4M sold.

  • 183 institutional investors held Evolent Health (EVH) as of Q2 2019, down from 192 in Q1 2019.
  • Funds reported $611M of Evolent Health stock for Q2 2019, down 39% quarter-over-quarter.
  • 33 funds opened new Evolent Health positions in Q2 2019 and 39 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q2 2019 was Glenmede Trust, an estimated $32.7M added.
  • The largest Evolent Health seller in Q2 2019 was Capital Research Global Investors, an estimated $62.4M sold.

Based on aggregated 13F filings for Q2 2019.