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Evolent Health
EVH

Overview Fund Activity

217 hedge funds and large institutions have $1.42B invested in Evolent Health in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-6
Holders Change %
-2.69%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
38
Increased
81
Reduced
70
Closed
40
Calls
$3.55M
Puts
$2.53M
Net Calls
+$1.02M
Net Calls Change
-$2.78M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$72.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$90.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
8KM
4
8 Knots Management
Texas
$32.8M
5
MC
5
Maverick Capital
Texas
$15.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$730K
2
CCM
2
Camber Capital Management
Massachusetts
$9.57M
3
EAM
3
Eventide Asset Management
Massachusetts
$46M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
GIM
5
Granahan Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$1K – – –
HFS
202
Hantz Financial Services
Michigan
$1K – – –
AW
203
Avion Wealth
Texas
$1K +$744 +128 +291%
PWMG
204
Private Wealth Management Group
New Jersey
$969 +$969 +86 New
VCM
205
Versant Capital Management
Arizona
$676 -$8.35K -741 -93%
BIA
206
Bell Investment Advisors
California
$642 +$642 +57 New
BIG
207
Brooklyn Investment Group
New York
$609 -$226 -20 -27%
RA
208
Rise Advisors
New York
$597 +$597 +53 New
WCM
209
WealthTrak Capital Management
Virginia
$395 -$169 -15 -30%
WA
210
Whipplewood Advisors
Colorado
$304 -$349 -31 -53%
WSFS
211
Wilmington Savings Fund Society
Delaware
$293 – – –
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$282 – – –
CWP
213
Concord Wealth Partners
Virginia
$146 +$146 +13 New
TPWA
214
Twin Peaks Wealth Advisors
California
$106 +$106 +12 New
SC
215
Stephens Consulting
Michigan
$57 -$399 -35 -88%
GC
216
Garde Capital
Washington
$57 – – –
TWD
217
True Wealth Design
Ohio
$57 +$57 +5 New
Point72 Asset Management
218
Point72 Asset Management
Connecticut
– -$14.1M -1,487,896 Closed
GIM
219
Granahan Investment Management
Massachusetts
– -$12.9M -1,361,830 Closed
BG
220
Bellevue Group
Switzerland
– -$5.82M -614,337 Closed
OGC
221
One68 Global Capital
New York
– -$4.97M -525,238 Closed
PCM
222
Philosophy Capital Management
California
– -$4.94M -521,192 Closed
SCA
223
Summit Creek Advisors
Minnesota
– -$1.86M -196,316 Closed
MNBTD
224
Moody National Bank Trust Division
Texas
– -$1.08M -114,081 Closed
HSA
225
Hussman Strategic Advisors
Maryland
– -$994K -105,000 Closed
7 8
9
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