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Evolent Health
EVH

Overview Fund Activity

232 hedge funds and large institutions have $2.76B invested in Evolent Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-19
Holders Change %
-7.57%
% of All Funds
3.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
86
Reduced
85
Closed
49
Calls
$11.6M
Puts
$6.4M
Net Calls
+$5.22M
Net Calls Change
+$21.8M

Top Buyers

1
EAM
1
Eventide Asset Management
Massachusetts
$53.4M
2
Holocene Advisors
2
Holocene Advisors
New York
$43.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$91.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$275M
5
Citadel Advisors
5
Citadel Advisors
Florida
$73M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$53.8M
3
FAM
3
Fred Alger Management
New York
$53.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$150M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$144K -$18.2K -648 -11%
MLICM
177
Metropolitan Life Insurance Company (MetLife)
New York
$142K +$5.03K +179 +4%
Citigroup
178
Citigroup
New York
$126K -$32.7K -1,165 -21%
Osaic Holdings
179
Osaic Holdings
Arizona
$105K -$46.7K -1,669 -31%
WWM
180
Wolff Wiese Magana
California
$84.2K – – –
LC
181
Lindbrook Capital
California
$81.9K -$11.5K -408 -12%
SSG
182
Summit Securities Group
New York
$77K +$77K +2,735 New
Dimensional Fund Advisors
183
Dimensional Fund Advisors
Texas
$71.4K -$3.33K -118,635 -4%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$65K -$4.44K -157 -6%
HIA
185
Harbor Investment Advisory
Maryland
$57.8K – – –
AWM
186
Ameliora Wealth Management
Switzerland
$56.2K – – –
VanEck Associates
187
VanEck Associates
New York
$54K +$54K +1,937 New
Group One Trading
188
Group One Trading
Illinois
$51.2K +$45.7K +1,628 +839%
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$45K +$1.7K +60 +4%
HCM
190
Hollencrest Capital Management
California
$42.1K +$42.1K +1,500 New
IGWM
191
ICA Group Wealth Management
Colorado
$32.2K +$32.2K +1,000 New
SIC
192
Salem Investment Counselors
North Carolina
$30.2K – – –
CMBA
193
C.M. Bidwell & Associates
Hawaii
$26K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$24.8K -$1.15K -41 -4%
TRCT
195
Tower Research Capital (TRC)
New York
$24K -$148K -5,299 -86%
CFGS
196
Concourse Financial Group Securities
Alabama
$23.4K +$2.3K +82 +11%
CG
197
Cutler Group
California
$21K +$12.2K +453 +138%
CTC
198
Central Trust Company
Missouri
$20.6K – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$20K +$5.99K +214 +43%
S
200
SignatureFD
Georgia
$14.9K -$5.39K -192 -27%
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