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Evolent Health
EVH

Overview Fund Activity

240 hedge funds and large institutions have $3.62B invested in Evolent Health in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
42
Increased
88
Reduced
73
Closed
33
Calls
$3.01M
Puts
$6.96M
Net Calls
-$3.95M
Net Calls Change
-$9.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.1M
3
ITP
Iron Triangle Partners
Connecticut
$32.5M
4
FCM
Farallon Capital Management
California
$37.1M
5
TGA
TPG GP A
Texas
$24.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$10M
2
Citadel Advisors
Citadel Advisors
Florida
$46.6M
3
BlackRock
BlackRock
New York
$225M
4
EC
Engaged Capital
California
$71.8M
5
CS
Credit Suisse
Switzerland
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$232K +$14.1K +435 +6%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$228K -$33.1K -1,019 -13%
ONGA
178
O'Neil Global Advisors
California
$215K +$215K +6,640 New
AIP
179
Ameritas Investment Partners
Nebraska
$209K – – –
PTC
180
Petrus Trust Company
Texas
$208K +$208K +6,412 New
OC
181
Oppenheimer & Co
New York
$206K +$206K +6,360 New
CPIG
182
Chicago Partners Investment Group
Illinois
$203K +$203K +5,750 New
TRCT
183
Tower Research Capital (TRC)
New York
$196K +$168K +5,182 +603%
ACM
184
Aquatic Capital Management
Illinois
$159K -$195K -6,000 -55%
Osaic Holdings
185
Osaic Holdings
Arizona
$157K +$34.5K +1,063 +28%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$144K -$20.6K -634 -13%
CMF
187
Counterpoint Mutual Funds
California
$111K +$111K +3,433 New
US Bancorp
188
US Bancorp
Minnesota
$109K -$57.3K -1,767 -35%
Bessemer Group
189
Bessemer Group
New Jersey
$108K -$356K -10,929 -77%
WWM
190
Wolff Wiese Magana
California
$97.4K – – –
N
191
Natixis
France
$84.7K -$649K -20,000 -88%
LC
192
Lindbrook Capital
California
$83.5K -$11.1K -341 -12%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$75K +$325 +10 +0.4%
HIA
194
Harbor Investment Advisory
Maryland
$66.8K – – –
VFA
195
Values First Advisors
Tennessee
$66.4K +$66.4K +2,047 New
VanEck Associates
196
VanEck Associates
New York
$66K +$3.21K +99 +5%
AWM
197
Ameliora Wealth Management
Switzerland
$64.9K – – –
HIIFS
198
Harel Insurance Investments & Financial Services
Israel
$59K +$7.63K +236 +15%
C
199
Covestor
United Kingdom
$55K +$38.8K +1,194 +239%
SO
200
STRS Ohio
Ohio
$51K +$51K +1,600 New
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8
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