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Evolent Health
EVH

Overview Fund Activity

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$88.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$125M
4
BlackRock
4
BlackRock
New York
$278M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
BG
2
Bellevue Group
Switzerland
$78.5M
3
GF
3
Greenhouse Funds
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.3M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$236K +$236K +7,135 New
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$236K +$236K +7,133 New
CAM
178
Cresset Asset Management
Illinois
$233K +$233K +7,063 New
CPIG
179
Chicago Partners Investment Group
Illinois
$228K +$228K +7,351 New
HCM
180
HMS Capital Management
Tennessee
$227K -$72.5K -2,195 -24%
AQR Capital Management
181
AQR Capital Management
Connecticut
$223K -$146K -4,411 -40%
X
182
Xponance
Pennsylvania
$222K +$222K +6,709 New
Franklin Resources
183
Franklin Resources
California
$219K +$219K +6,621 New
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$210K – – –
JIC
185
Johnson Investment Counsel
Ohio
$209K +$209K +6,341 New
LCM
186
Legato Capital Management
California
$208K -$795K -24,076 -79%
SO
187
STRS Ohio
Ohio
$198K +$62.7K +1,900 +46%
SG Americas Securities
188
SG Americas Securities
New York
$140K +$140K +4,244 New
CA
189
Clearstead Advisors
Ohio
$132K -$145K -4,400 -52%
Bessemer Group
190
Bessemer Group
New Jersey
$109K – – –
WWM
191
Wolff Wiese Magana
California
$99.1K – – –
CM
192
Caption Management
Oklahoma
$82.6K +$82.6K +2,500 New
LC
193
Lindbrook Capital
California
$77.2K -$859 -26 -1%
VanEck Associates
194
VanEck Associates
New York
$77K +$7.38K +222 +11%
KBC Group
195
KBC Group
Belgium
$76K – – –
NS
196
NBC Securities
Alabama
$69K +$69K +2,111 New
HIA
197
Harbor Investment Advisory
Maryland
$68K – – –
US Bancorp
198
US Bancorp
Minnesota
$67.8K -$3.8K -115 -5%
CSS
199
Cubist Systematic Strategies
Connecticut
$58.4K +$1.62K +49 +3%
S
200
SignatureFD
Georgia
$47.7K +$44.7K +1,353 +1,471%
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8
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