We are live on ! Find out more
EVH icon

Evolent Health

178 hedge funds and large institutions have $1.71B invested in Evolent Health in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,802% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $285K

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

52% more capital invested

Capital invested by funds: $1.13B → $1.71B (+$583M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 48

17% more funds holding

Funds holding: 152178 (+26)

0.49% less ownership

Funds ownership: 106.09%105.6% (-0.49%)

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
49
Increased
58
Reduced
48
Closed
20
Calls
$5.42M
Puts
$285K
Net Calls
+$5.13M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$155M -$29.6M -1,564,515 -18%
JP Morgan Chase
2
JP Morgan Chase
New York
$147M -$7.85M -414,661 -6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$117M -$2.37M -124,962 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$111M +$792K +41,860 +0.8%
BlackRock
5
BlackRock
New York
$91.8M +$11.5M +605,714 +16%
RP
6
Riverbridge Partners
Minnesota
$74.4M +$13.6M +719,956 +26%
Millennium Management
7
Millennium Management
New York
$65M -$1.76M -93,233 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$59.3M +$16.6M +876,358 +45%
EAM
9
Eagle Asset Management
Florida
$54.2M +$11M +582,666 +29%
William Blair & Company
10
William Blair & Company
Illinois
$46M -$5.56M -293,970 -12%
ECP
11
Elk Creek Partners
Colorado
$35M -$13M -684,257 -29%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$34.5M +$4.09M +216,243 +15%
CTA
13
Carillon Tower Advisers
Florida
$34.4M +$13M +687,893 +73%
TCM
14
TimesSquare Capital Management
New York
$32M -$583K -30,800 -2%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$31M +$6.82M +360,206 +32%
Capital World Investors
16
Capital World Investors
California
$30.8M +$27.7M +1,462,195 New
CC
17
Chicago Capital
Illinois
$27.1M +$8.08M +427,081 +50%
CAM
18
Cortina Asset Management
Wisconsin
$26.1M +$14.8M +782,283 +171%
State Street
19
State Street
Massachusetts
$24.8M +$2.46M +129,912 +12%
WRF
20
Waddell & Reed Financial
Kansas
$24.7M +$145K +7,687 +0.7%
KCM
21
Kornitzer Capital Management
Kansas
$23.8M -$2.88M -152,125 -12%
Ameriprise
22
Ameriprise
Minnesota
$23.6M +$21.2M +1,121,104 New
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$23.5M -$4.24M -224,195 -17%
Northern Trust
24
Northern Trust
Illinois
$21.6M +$3.66M +193,330 +23%
FG
25
Formula Growth
Quebec, Canada
$21.4M -$19.1M -1,009,623 -50%

EVH Hedge Fund Activity: Q2 2018 in Review

178 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2018, worth a combined $1.71B — up 52% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EVH positions and 20 closed out — a net gain of 29 holders — while 58 added to existing stakes and 48 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $27.7M. The largest seller was Capital Research Global Investors, cutting an estimated $29.6M.

  • 178 institutional investors held Evolent Health (EVH) as of Q2 2018, up from 152 in Q1 2018.
  • Funds reported $1.71B of Evolent Health stock for Q2 2018, up 52% quarter-over-quarter.
  • 49 funds opened new Evolent Health positions in Q2 2018 and 20 closed out, a net change of +29 holders.
  • The largest Evolent Health buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Evolent Health seller in Q2 2018 was Capital Research Global Investors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2018.