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Evolent Health
EVH

Overview Fund Activity

240 hedge funds and large institutions have $3.62B invested in Evolent Health in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
42
Increased
88
Reduced
73
Closed
33
Calls
$3.01M
Puts
$6.96M
Net Calls
-$3.95M
Net Calls Change
-$9.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.1M
3
ITP
Iron Triangle Partners
Connecticut
$32.5M
4
FCM
Farallon Capital Management
California
$37.1M
5
TGA
TPG GP A
Texas
$24.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$10M
2
Citadel Advisors
Citadel Advisors
Florida
$46.6M
3
BlackRock
BlackRock
New York
$225M
4
EC
Engaged Capital
California
$71.8M
5
CS
Credit Suisse
Switzerland
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
201
Salem Investment Counselors
North Carolina
$34.9K – – –
IGWM
202
ICA Group Wealth Management
Colorado
$32.5K – – –
SOW
203
State of Wyoming
Wyoming
$31.1K +$31.1K +959 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$26.4K -$2.24K -69 -8%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$26K +$2.38K +72 +10%
CFGS
206
Concourse Financial Group Securities
Alabama
$24.9K -$2.21K -68 -8%
CTC
207
Central Trust Company
Missouri
$23.9K – – –
ASN
208
Advisory Services Network
Georgia
$20.8K +$7.46K +230 +56%
TWA
209
TCI Wealth Advisors
Arizona
$16.5K +$32 +1 +0.2%
BAM
210
Belpointe Asset Management
Nevada
$14K – – –
MIM
211
Macroview Investment Management
Maryland
$11.5K +$11.5K +353 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$9.74K – – –
FFA
213
Farther Finance Advisors
California
$9.74K – – –
PTC
214
Private Trust Company
Ohio
$6.43K -$2.11K -65 -25%
Fisher Asset Management
215
Fisher Asset Management
Washington
$5.52K +$5.52K +170 New
FHA
216
First Horizon Advisors
Tennessee
$4.77K +$4.77K +147 New
WAM
217
Wolverine Asset Management
Illinois
$4.67K +$4.67K +144 New
CWP
218
Concord Wealth Partners
Virginia
$4.15K – – –
HFS
219
Hantz Financial Services
Michigan
$4K – – –
MCM
220
Manchester Capital Management
Vermont
$3.64K – – –
FCA
221
FinTrust Capital Advisors
South Carolina
$2.61K – – –
S
222
SignatureFD
Georgia
$2.24K -$14.9K -460 -87%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$2.04K – – –
BIA
224
Bell Investment Advisors
California
$1.66K +$974 +30 +143%
VCM
225
Versant Capital Management
Arizona
$1.62K – – –
7 8
9
10 11