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Evolent Health

213 hedge funds and large institutions have $484M invested in Evolent Health in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

31% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 54

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

58% less capital invested

Capital invested by funds: $1.15B → $484M (-$664M)

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.04M
Puts
$966K
Net Calls
Net Calls Change

Top Buyers

1 +$15M
2 +$14.1M
3 +$8.4M
4
TC
Tejara Capital
United Kingdom
+$7.4M
5
Morgan Stanley
Morgan Stanley
New York
+$7.22M

Top Sellers

1 -$53.2M
2 -$48.6M
3 -$34.1M
4
SAM
Silvercrest Asset Management
New York
-$15.2M
5
8KM
8 Knots Management
Texas
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$340
EC
202
Elequin Capital
New York
$240
GRP
203
Global Retirement Partners
California
$224
MCM
204
MAI Capital Management
Ohio
$184
CA
205
CoreCap Advisors
Michigan
$156
SAM
206
Smartleaf Asset Management
Massachusetts
$142
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$100
TWD
208
True Wealth Design
Ohio
$92
CWP
209
Concord Wealth Partners
Virginia
$52
DF
210
Dunhill Financial
United Kingdom
$21
EAM
211
Eventide Asset Management
Massachusetts
William Blair Investment Management
212
William Blair Investment Management
Illinois
SAM
213
Silvercrest Asset Management
New York
8KM
214
8 Knots Management
Texas
SCPM
215
Sea Cliff Partners Management
California
RCM
216
RA Capital Management
Massachusetts
FLAM
217
First Light Asset Management
Minnesota
SIC
218
Salem Investment Counselors
North Carolina
BJL
219
Brighton Jones LLC
Washington
SSA
220
Schonfeld Strategic Advisors
New York
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
Macquarie Group
222
Macquarie Group
Australia
American Century Companies
223
American Century Companies
Missouri
TI
224
Trexquant Investment
Connecticut
EGM
225
Engineers Gate Manager
New York