Evolent Health
EVH
166 hedge funds and large institutions have $1.32B invested in Evolent Health in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 36 closing their positions.
228% more call options, than puts
Call options by funds: $6.88M | Put options by funds: $2.1M
157% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 30
95% more capital inflows, than outflows
Capital inflows: $438M | Capital outflows: $225M
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
1% less funds holding
Funds holding: 168 → 166 (-2)
1.26% less ownership
Funds ownership: 100.08% → 98.82% (-1.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$41.8M |
| 2 |
PFM Health Sciences
San Francisco,
California
|
+$33.3M |
| 3 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$28.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.5M |
| 5 |
BlackRock
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$55.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.7M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$17.6M |
| 4 |
Castleark Management
Chicago,
Illinois
|
-$14.3M |
| 5 |
Next Century Growth Investors
Plymouth,
Minnesota
|
-$13.6M |
EVH Hedge Fund Activity: Q3 2017 in Review
166 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2017, worth a combined $1.32B — down 16% from $1.57B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of EVH and 34 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 77 added.
The largest buyer was JP Morgan Chase, adding an estimated $41.8M. The largest seller was Pennant Capital Management, exiting entirely with an estimated $55.8M sold.
- 166 institutional investors held Evolent Health (EVH) as of Q3 2017, down from 168 in Q2 2017.
- Funds reported $1.32B of Evolent Health stock for Q3 2017, down 16% quarter-over-quarter.
- 34 funds opened new Evolent Health positions in Q3 2017 and 36 closed out, a net change of -2 holders.
- The largest Evolent Health buyer in Q3 2017 was JP Morgan Chase, an estimated $41.8M added.
- The largest Evolent Health seller in Q3 2017 was Pennant Capital Management, an estimated $55.8M sold.
Based on aggregated 13F filings for Q3 2017.