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Evolent Health
EVH

Overview Fund Activity

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$88.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$125M
4
BlackRock
4
BlackRock
New York
$278M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
BG
2
Bellevue Group
Switzerland
$78.5M
3
GF
3
Greenhouse Funds
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.3M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
201
State of Wyoming
Wyoming
$46.2K +$5.35K +162 +13%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$33.9K -$132K -4,010 -80%
IGWM
203
ICA Group Wealth Management
Colorado
$33K +$33K +1,000 New
WTG
204
West Tower Group
Virginia
$29.2K +$25.4K +768 +656%
EC
205
EntryPoint Capital
New York
$27.3K +$27.3K +825 New
CTC
206
Central Trust Company
Missouri
$24.3K – – –
HIIFS
207
Harel Insurance Investments & Financial Services
Israel
$24K -$37.6K -1,149 -61%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$23K +$323 +10 +1%
PA
209
Parallel Advisors
California
$17.5K +$17K +515 +3,219%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$16.7K +$2.21K +67 +15%
PS
211
Principal Securities
Iowa
$16.4K +$16.4K +498 New
PCMC
212
Planning Capital Management Corporation
Pennsylvania
$16.2K +$16.2K +491 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$9.91K – – –
EWA
214
EverSource Wealth Advisors
Alabama
$8.92K +$1.35K +41 +18%
AssetMark Inc
215
AssetMark Inc
California
$4.96K +$4.96K +150 New
QCG
216
Quadrant Capital Group
Ohio
$4.66K +$1.19K +36 +34%
CWP
217
Concord Wealth Partners
Virginia
$4.23K – – –
HFS
218
Hantz Financial Services
Michigan
$4K – – –
ASN
219
Advisory Services Network
Georgia
$3.3K +$3.3K +100 New
VNA
220
Valley National Advisers
Pennsylvania
$3K +$1.9K +60 +171%
FFA
221
Farther Finance Advisors
California
$1.75K +$1.75K +53 New
VCM
222
Versant Capital Management
Arizona
$1.65K – – –
AF
223
Allworth Financial
California
$1.65K +$1.06K +32 +178%
BIA
224
Bell Investment Advisors
California
$1.62K +$1.45K +44 +880%
NMM
225
Naples Money Management
Florida
$1.42K +$1.42K +43 New
7 8
9
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