Evolent Health
EVH
156 hedge funds and large institutions have $951M invested in Evolent Health in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 44 closing their positions.
178% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 27
39% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $920K
4.69% more ownership
Funds ownership: 98.82% → 103.51% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 166 → 156 (-10)
20% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 44
28% less capital invested
Capital invested by funds: $1.32B → $951M (-$366M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$111M |
| 2 |
Bank of New York Mellon
New York
|
+$40.5M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$21.8M |
| 4 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
+$17.5M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.3M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$51.3M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$36.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.4M |
| 5 |
CCM
Cadian Capital Management
New York
|
-$16.7M |
EVH Hedge Fund Activity: Q4 2017 in Review
156 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2017, worth a combined $951M — down 28% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of EVH and 35 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 75 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $111M. The largest seller was Fidelity Investments, cutting an estimated $92.3M.
- 156 institutional investors held Evolent Health (EVH) as of Q4 2017, down from 166 in Q3 2017.
- Funds reported $951M of Evolent Health stock for Q4 2017, down 28% quarter-over-quarter.
- 35 funds opened new Evolent Health positions in Q4 2017 and 44 closed out, a net change of -9 holders.
- The largest Evolent Health buyer in Q4 2017 was Capital Research Global Investors, an estimated $111M added.
- The largest Evolent Health seller in Q4 2017 was Fidelity Investments, an estimated $92.3M sold.
Based on aggregated 13F filings for Q4 2017.