Evolent Health
EVH
186 hedge funds and large institutions have $1.67B invested in Evolent Health in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 49 reducing their positions, and 35 closing their positions.
204% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $820K
55% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 49
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.7% more ownership
Funds ownership: 107.19% → 107.89% (+0.7%)
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
1% less funds holding
Funds holding: 187 → 186 (-1)
30% less capital invested
Capital invested by funds: $2.37B → $1.67B (-$702M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$20.7M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$17.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$10.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$8.81M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$8.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$41.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.9M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$13.6M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$13M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.4M |
EVH Hedge Fund Activity: Q4 2018 in Review
186 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2018, worth a combined $1.67B — down 30% from $2.37B a quarter earlier.
Fund positioning in EVH was balanced in Q4 2018: 35 funds opened new positions, 35 closed out, 76 added to existing stakes and 49 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $20.7M. The largest seller was Capital World Investors, exiting entirely with an estimated $41.5M sold.
- 186 institutional investors held Evolent Health (EVH) as of Q4 2018, down from 187 in Q3 2018.
- Funds reported $1.67B of Evolent Health stock for Q4 2018, down 30% quarter-over-quarter.
- 35 funds opened new Evolent Health positions in Q4 2018 and 35 closed out, a net change of 0 holders.
- The largest Evolent Health buyer in Q4 2018 was Waddell & Reed Financial, an estimated $20.7M added.
- The largest Evolent Health seller in Q4 2018 was Capital World Investors, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2018.