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Evolent Health
EVH

Overview Fund Activity

232 hedge funds and large institutions have $2.76B invested in Evolent Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-19
Holders Change %
-7.57%
% of All Funds
3.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
86
Reduced
85
Closed
49
Calls
$11.6M
Puts
$6.4M
Net Calls
+$5.22M
Net Calls Change
+$21.8M

Top Buyers

1
EAM
1
Eventide Asset Management
Massachusetts
$53.4M
2
Holocene Advisors
2
Holocene Advisors
New York
$43.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$91.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$275M
5
Citadel Advisors
5
Citadel Advisors
Florida
$73M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$53.8M
3
FAM
3
Fred Alger Management
New York
$53.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$150M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
201
One Wealth Advisors
California
$14.5K +$14.5K +518 New
TWA
202
TCI Wealth Advisors
Arizona
$14.2K +$9.55K +340 +204%
C
203
Covestor
United Kingdom
$14K +$13.8K +493 +7,043%
BAM
204
Belpointe Asset Management
Nevada
$12.1K +$12.1K +431 New
ASN
205
Advisory Services Network
Georgia
$11.5K +$11.5K +410 New
AF
206
Allworth Financial
California
$11.2K -$983 -35 -8%
PI
207
PEAK6 Investments
Illinois
$10.1K +$10.1K +360 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$8.42K – – –
FFA
209
Farther Finance Advisors
California
$8.42K +$8.42K +300 New
PTC
210
Private Trust Company
Ohio
$7K +$1.65K +62 +31%
DFCM
211
Dark Forest Capital Management
Puerto Rico
$5.48K +$5.39K +192 +6,400%
HFS
212
Hantz Financial Services
Michigan
$4K – – –
CWP
213
Concord Wealth Partners
Virginia
$3.59K +$3.59K +128 New
PA
214
Parallel Advisors
California
$3.17K +$2.11K +75 +197%
MCM
215
Manchester Capital Management
Vermont
$3.15K -$421 -15 -12%
IA
216
IFP Advisors
Florida
$3K -$16.6K -476 -85%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$3K – – –
FCA
218
FinTrust Capital Advisors
South Carolina
$2.61K -$7.83K -279 -75%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +63 New
EI
220
Ellevest Inc
New York
$1.4K -$112 -4 -7%
VCM
221
Versant Capital Management
Arizona
$1.4K – – –
IFAM
222
Institutional & Family Asset Management
Colorado
$1.18K – – –
GWS
223
Glassman Wealth Services
Virginia
$842 +$225 +8 +36%
BIA
224
Bell Investment Advisors
California
$590 -$534 -19 -48%
KIA
225
Kraematon Investment Advisors
Massachusetts
$562 +$562 +20 New
7 8
9
10 11