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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
176
Gabelli & Co Investment Advisers
New York
$290K
SWM
177
SeaCrest Wealth Management
New York
$289K +$284 +11 +0.1%
CC
178
Chicago Capital
Illinois
$285K
CAC
179
Cowen and Company
New York
$283K +$258K +10,000 New
LIP
180
Lighthouse Investment Partners
Florida
$280K +$255K +9,898 New
LPL Financial
181
LPL Financial
California
$279K +$255K +9,876 New
Wolverine Trading
182
Wolverine Trading
Illinois
$269K -$89.1K -3,458 -27%
CTC
183
Cetera Trust Company
Minnesota
$264K +$5.67K +220 +2%
AGWCA
184
Annis Gardner Whiting Capital Advisors
Florida
$263K
CCWM
185
Cassaday & Co Wealth Management
Virginia
$262K +$239K +9,260 New
ECM
186
ExodusPoint Capital Management
New York
$260K -$602K -23,337 -72%
JIC
187
Johnson Investment Counsel
Ohio
$256K +$234K +9,065 New
CAM
188
Cresset Asset Management
Illinois
$256K +$233K +9,049 New
SI
189
Stephens Inc
Arkansas
$221K -$102K -3,948 -34%
X
190
Xponance
Pennsylvania
$214K +$195K +7,584 New
PAS
191
Park Avenue Securities
New York
$212K +$193K +7,489 New
PD
192
Point72 (DIFC)
United Arab Emirates
$209K -$8.69K -337 -4%
AI
193
Atria Investments
North Carolina
$208K +$190K +7,354 New
CC
194
Corton Capital
Ontario, Canada
$204K +$186K +7,230 New
CPIG
195
Chicago Partners Investment Group
Illinois
$204K -$26.3K -1,019 -10%
AQR Capital Management
196
AQR Capital Management
Connecticut
$203K +$185K +7,192 New
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$202K -$713K -27,650 -79%
TRCT
198
Tower Research Capital (TRC)
New York
$198K -$404K -15,671 -69%
US Bancorp
199
US Bancorp
Minnesota
$186K +$109K +4,232 +180%
PAS
200
Point72 Asia (Singapore)
Singapore
$184K +$161K +6,254 +2,472%

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.