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Evolent Health
EVH

Overview Fund Activity

203 hedge funds and large institutions have $3.34B invested in Evolent Health in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
84
Reduced
73
Closed
30
Calls
$1.69M
Puts
$5.9M
Net Calls
-$4.21M
Net Calls Change
-$296K

Top Buyers

1
RCM
RA Capital Management
Massachusetts
$74.5M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.2M
3
EC
Engaged Capital
California
$77.1M
4
HRCM
Hood River Capital Management
Florida
$51.9M
5
Citadel Advisors
Citadel Advisors
Florida
$45.7M

Top Sellers

1
Invesco
Invesco
Georgia
$52.6M
2
RI
Redwood Investments
Massachusetts
$0
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$91.2K
4
Macquarie Group
Macquarie Group
Australia
$31.7M
5
KCM
Kornitzer Capital Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
176
State of Wyoming
Wyoming
$33.7K +$33.2K +1,219 +6,772%
Group One Trading
177
Group One Trading
Illinois
$30.5K – – –
CTC
178
Central Trust Company
Missouri
$20K – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$19K -$217 -8 -1%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$12K -$2.86K -105 -19%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$8.17K – – –
EWA
182
EverSource Wealth Advisors
Alabama
$6.24K +$6.24K +229 New
HL
183
HeadInvest LLC
Maine
$6.06K +$6.06K +225 New
Fisher Asset Management
184
Fisher Asset Management
Washington
$4.63K – – –
HFS
185
Hantz Financial Services
Michigan
$4K – – –
CWP
186
Concord Wealth Partners
Virginia
$3.49K – – –
WTG
187
West Tower Group
Virginia
$3.19K -$109K -3,991 -97%
QCG
188
Quadrant Capital Group
Ohio
$2.86K +$2.72K +100 +2,000%
S
189
SignatureFD
Georgia
$2.51K +$1.58K +58 +171%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1.72K -$817 -30 -32%
GWSG
191
GPS Wealth Strategies Group
Colorado
$1.36K – – –
VCM
192
Versant Capital Management
Arizona
$1.36K – – –
VNA
193
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
GWS
194
Glassman Wealth Services
Virginia
$817 – – –
IFAM
195
Institutional & Family Asset Management
Colorado
$708 -$408 -15 -37%
JWA
196
JFS Wealth Advisors
Pennsylvania
$600 +$218 +8 +57%
AF
197
Allworth Financial
California
$491 -$409 -15 -45%
PA
198
Parallel Advisors
California
$436 -$164 -6 -27%
SIC
199
SJS Investment Consulting
Ohio
$273 +$137 +5 +100%
AF
200
Advisornet Financial
Minnesota
$218 +$55 +2 +33%
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8
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