Evolent Health
EVH
174 hedge funds and large institutions have $603M invested in Evolent Health in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 27 closing their positions.
361% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $2.63M
72% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 46
2.88% more ownership
Funds ownership: 97.17% → 100.06% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $633M → $603M (-$29.8M)
5% less funds holding
Funds holding: 183 → 174 (-9)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$14.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.6M |
| 3 |
JP Morgan Chase
New York
|
+$10.7M |
| 4 |
BlackRock
New York
|
+$10.1M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$8.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$8.56M |
| 2 |
Citigroup
New York
|
-$8.08M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$8.03M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.06M |
| 5 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
-$5.06M |
EVH Hedge Fund Activity: Q3 2019 in Review
174 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2019, worth a combined $603M — down 4.7% from $633M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of EVH and 20 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 79 added.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $14.6M. The largest seller was Marshall Wace, cutting an estimated $8.56M.
- 174 institutional investors held Evolent Health (EVH) as of Q3 2019, down from 183 in Q2 2019.
- Funds reported $603M of Evolent Health stock for Q3 2019, down 4.7% quarter-over-quarter.
- 20 funds opened new Evolent Health positions in Q3 2019 and 27 closed out, a net change of -7 holders.
- The largest Evolent Health buyer in Q3 2019 was Silvercrest Asset Management, an estimated $14.6M added.
- The largest Evolent Health seller in Q3 2019 was Marshall Wace, an estimated $8.56M sold.
Based on aggregated 13F filings for Q3 2019.