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Evolent Health

251 hedge funds and large institutions have $3.35B invested in Evolent Health in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

24% more capital invested

Capital invested by funds: $2.7B → $3.35B (+$650M)

17% more funds holding

Funds holding: 215251 (+36)

5.99% more ownership

Funds ownership: 97.94%103.93% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

62% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $27M

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
4.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
55
Increased
93
Reduced
74
Closed
19
Calls
$10.4M
Puts
$27M
Net Calls
-$16.6M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$176K
BAMF
202
BI Asset Management Fondsmaeglerselskab
Denmark
$161K +$54.8K +1,556 +53%
LC
203
Lindbrook Capital
California
$119K -$7.89K -224 -6%
WWM
204
Wolff Wiese Magana
California
$108K
SWM
205
Spire Wealth Management
Virginia
$81K +$79.7K +2,262 New
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$78K +$7.29K +207 +9%
QT
207
Quantbot Technologies
New York
$78K +$76.7K +2,176 New
JG
208
Jefferies Group
New York
$74.6K -$114K -3,247 -61%
HIA
209
Harbor Investment Advisory
Maryland
$74K
O
210
OrbiMed
New York
$71.7K +$7.63M +216,717 +12%
AWM
211
Ameliora Wealth Management
Switzerland
$61K +$70.5K +2,000 New
HIIFS
212
Harel Insurance Investments & Financial Services
Israel
$56K -$4.19K -119 -7%
SOW
213
State of Wyoming
Wyoming
$51K -$21.5K -610 -30%
SIC
214
Salem Investment Counselors
North Carolina
$39K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$34K +$18.9K +537 +139%
CMBA
216
C.M. Bidwell & Associates
Hawaii
$33K +$32.6K +925 New
CFGS
217
Concourse Financial Group Securities
Alabama
$27K +$26.5K +752 New
CTC
218
Central Trust Company
Missouri
$26K
S
219
SignatureFD
Georgia
$26K +$1.44K +41 +6%
AS
220
Altshuler Shaham
Israel
$25K +$24.4K +694 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$18K
IA
222
IFP Advisors
Florida
$18K +$17.7K +503 +853%
AF
223
Allworth Financial
California
$16K +$1.09K +31 +8%
FCA
224
FinTrust Capital Advisors
South Carolina
$12K +$388 +11 +3%
CG
225
Cutler Group
California
$11K -$88.1K -2,500 -88%

EVH Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2022, worth a combined $3.35B — up 24% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EVH positions and 19 closed out — a net gain of 36 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $47.6M. The largest seller was Engaged Capital, cutting an estimated $138M.

  • 251 institutional investors held Evolent Health (EVH) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $3.35B of Evolent Health stock for Q3 2022, up 24% quarter-over-quarter.
  • 55 funds opened new Evolent Health positions in Q3 2022 and 19 closed out, a net change of +36 holders.
  • The largest Evolent Health buyer in Q3 2022 was Invesco, an estimated $47.6M added.
  • The largest Evolent Health seller in Q3 2022 was Engaged Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.