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Evolent Health
EVH

Overview Fund Activity

251 hedge funds and large institutions have $4.12B invested in Evolent Health in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+17
Holders Change %
+7.26%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
90
Reduced
81
Closed
23
Calls
$15.5M
Puts
$7.82M
Net Calls
+$7.69M
Net Calls Change
+$15.1M

Top Buyers

1
RCM
1
RA Capital Management
Massachusetts
$188M
2
Franklin Resources
2
Franklin Resources
California
$18.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$290M
4
Millennium Management
4
Millennium Management
New York
$47.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$105M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$156M
3
FCM
3
Farallon Capital Management
California
$34M
4
BG
4
Bellevue Group
Switzerland
$48.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$100K +$32.9K +1,004 +49%
Nomura Asset Management
202
Nomura Asset Management
Japan
$99.2K +$99.2K +3,024 New
WWM
203
Wolff Wiese Magana
California
$98.4K – – –
CA
204
Clearstead Advisors
Ohio
$95K – – –
BCV
205
Banque Cantonale Vaudoise
Switzerland
$88K +$88K +2,676 New
NS
206
NBC Securities
Alabama
$81K +$11.5K +350 +17%
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$79.4K +$79.4K +2,420 New
VanEck Associates
208
VanEck Associates
New York
$78K +$2K +61 +3%
LC
209
Lindbrook Capital
California
$76.7K – – –
KBC Group
210
KBC Group
Belgium
$76K – – –
HIA
211
Harbor Investment Advisory
Maryland
$67.5K – – –
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$60.3K -$203K -6,195 -77%
S
213
SignatureFD
Georgia
$47.8K +$426 +13 +0.9%
HT
214
Headlands Technologies
Illinois
$46.3K +$46.3K +1,411 New
TRCT
215
Tower Research Capital (TRC)
New York
$41.2K -$796K -24,264 -95%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$36.4K +$2.82K +86 +8%
NC
217
nVerses Capital
Florida
$36.1K +$36.1K +1,100 New
JFG
218
Jefferies Financial Group
New York
$35.3K -$284K -8,674 -89%
IGWM
219
ICA Group Wealth Management
Colorado
$32.8K – – –
CTC
220
Central Trust Company
Missouri
$24.1K – – –
FHA
221
First Horizon Advisors
Tennessee
$20.8K +$20.1K +614 +3,232%
PS
222
Principal Securities
Iowa
$18.4K +$2.03K +62 +12%
PA
223
Parallel Advisors
California
$16.9K -$525 -16 -3%
PCMC
224
Planning Capital Management Corporation
Pennsylvania
$16.1K – – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$15K -$7.64K -240 -34%
7 8
9
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