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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$178K +$2.58K +100 +2%
SAM
202
Shell Asset Management
Netherlands
$173K +$157K +6,104 New
VFA
203
Valeo Financial Advisors
Indiana
$142K
SO
204
STRS Ohio
Ohio
$141K -$51.5K -2,000 -29%
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$122K +$112K +4,341 New
CA
206
Clearstead Advisors
Ohio
$118K
AB
207
Amalgamated Bank
New York
$112K
WWM
208
Wolff Wiese Magana
California
$86.5K +$1.47K +57 +2%
KBC Group
209
KBC Group
Belgium
$85K
Walleye Capital
210
Walleye Capital
New York
$83K -$142K -5,512 -65%
BCV
211
Banque Cantonale Vaudoise
Switzerland
$76K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$73.5K +$67K +2,599 New
LC
213
Lindbrook Capital
California
$65K +$1.19K +46 +2%
HIA
214
Harbor Investment Advisory
Maryland
$58.2K
SSG
215
Summit Securities Group
New York
$57K +$51.5K +2,000 New
GI
216
GAMMA Investing
California
$44.8K +$40.1K +1,556 +5,366%
C
217
Covestor
United Kingdom
$40K +$21.3K +826 +138%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$36.5K +$2.96K +115 +10%
CFM
219
Catalyst Funds Management
Australia
$33.9K +$30.9K +1,200 New
VanEck Associates
220
VanEck Associates
New York
$30K -$17.4K -677 -33%
AF
221
Allworth Financial
California
$29.3K +$3.58K +139 +16%
Osaic Holdings
222
Osaic Holdings
Arizona
$27.3K -$8.35K -324 -25%
FFA
223
Farther Finance Advisors
California
$21K +$18.7K +724 +4,022%
CTC
224
Central Trust Company
Missouri
$19.8K
PA
225
Parallel Advisors
California
$19.4K -$232 -9 -1%

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.