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Evolent Health
EVH

Overview Fund Activity

217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-23
Holders Change %
-9.58%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
22
Increased
83
Reduced
73
Closed
45
Calls
$942K
Puts
$4.85M
Net Calls
-$3.91M
Net Calls Change
+$37K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$80.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$497M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$115M
4
BG
4
Bellevue Group
Switzerland
$104M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$313M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$3.85K
2
Millennium Management
2
Millennium Management
New York
$28M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$22.2M
5
TGA
5
TPG GP A
Texas
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
176
Lindbrook Capital
California
$76.6K -$1.36K -45 -2%
TRCT
177
Tower Research Capital (TRC)
New York
$65.2K -$118K -3,891 -64%
HIA
178
Harbor Investment Advisory
Maryland
$62.4K – – –
HIIFS
179
Harel Insurance Investments & Financial Services
Israel
$57K +$2.08K +69 +4%
VanEck Associates
180
VanEck Associates
New York
$54K -$8.05K -264 -13%
C
181
Covestor
United Kingdom
$45K -$6.26K -207 -12%
Simplex Trading
182
Simplex Trading
Illinois
$36K +$36K +1,200 New
Group One Trading
183
Group One Trading
Illinois
$34K +$34K +1,121 New
SIC
184
Salem Investment Counselors
North Carolina
$32.6K – – –
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$31.2K -$38.8K -1,281 -55%
IGWM
186
ICA Group Wealth Management
Colorado
$30.3K – – –
CFGS
187
Concourse Financial Group Securities
Alabama
$25.4K +$2.21K +73 +10%
CTC
188
Central Trust Company
Missouri
$22.3K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$21K -$2.28K -77 -10%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$16.5K -$8.15K -269 -33%
FFA
191
Farther Finance Advisors
California
$9.09K – – –
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$9.09K – – –
FHA
193
First Horizon Advisors
Tennessee
$5.7K +$1.24K +41 +28%
Fisher Asset Management
194
Fisher Asset Management
Washington
$5.15K – – –
WAM
195
Wolverine Asset Management
Illinois
$4.36K – – –
HFS
196
Hantz Financial Services
Michigan
$4K – – –
FDCC
197
Foster Dykema Cabot & Co
Massachusetts
$4K +$4K +119 New
CWP
198
Concord Wealth Partners
Virginia
$3.88K – – –
FAM
199
Fred Alger Management
New York
$3.85K -$40.9M -1,350,978 -100%
PTC
200
Private Trust Company
Ohio
$3.33K -$2.67K -88 -44%
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