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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
AIG
176
American International Group
New York
$917 -$11.4K -570 -1%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$28 – – –
Point72 Asset Management
178
Point72 Asset Management
Connecticut
– -$10.8M -534,889 Closed
California Public Employees Retirement System
179
California Public Employees Retirement System
California
– -$3.12M -154,300 Closed
TA
180
Tamarack Advisers
California
– -$2.52M -125,000 Closed
Los Angeles Capital Management
181
Los Angeles Capital Management
California
– -$1.43M -70,881 Closed
Verition Fund Management
182
Verition Fund Management
Connecticut
– -$1.25M -61,892 Closed
Comerica Bank
183
Comerica Bank
Texas
– -$1.13M -55,605 Closed
OC
184
Oppenheimer & Co
New York
– -$626K -31,000 Closed
EGM
185
Engineers Gate Manager
New York
– -$422K -20,909 Closed
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
– -$341K -16,869 Closed
QC
187
Quadrature Capital
United Kingdom
– -$313K -15,499 Closed
SG Americas Securities
188
SG Americas Securities
New York
– -$242K -11,993 Closed
OQS
189
Occudo Quantitative Strategies
Florida
– -$203K -10,025 Closed
PFM
190
Premier Fund Managers
United Kingdom
– -$200K -10,000 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
– -$171K -8,438 Closed
PI
192
PEAK6 Investments
Illinois
– -$158K -7,843 Closed
Walleye Trading
193
Walleye Trading
New York
– -$122K -6,083 -100%
AAM
194
Advisors Asset Management
Colorado
– -$61K -3,031 Closed
AIC
195
Ameritas Investment Company
Nebraska
– -$15.2K -750 Closed
ADIM
196
Alpha DNA Investment Management
Maryland
– -$6K -332 Closed
TWA
197
TCI Wealth Advisors
Arizona
– -$2K -96 Closed
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.