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Evolent Health
EVH

167 hedge funds and large institutions have $764M invested in Evolent Health in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

31% more capital invested

Capital invested by funds: $585M → $764M (+$179M)

0.54% more ownership

Funds ownership: 100.06% → 100.59% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

10% less call options, than puts

Call options by funds: $6.31M | Put options by funds: $6.99M

4% less funds holding

Funds holding: 174 → 167 (-7)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
25
Increased
54
Reduced
57
Closed
31
Calls
$6.31M
Puts
$6.99M
Net Calls
-$682K
Net Calls Change
-$10.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.1M
2
GIM
Granahan Investment Management
Massachusetts
+$8.11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.84M
4
Millennium Management
Millennium Management
New York
+$6.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$7.79M
2
LCS
Levin Capital Strategies
New York
-$6.69M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$5.39M
4
Prudential Financial
Prudential Financial
New Jersey
-$4.82M
5
Bank of America
Bank of America
North Carolina
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.3M +$1.09M +134,756 +2%
BlackRock
2
BlackRock
New York
$57.6M -$943K -116,086 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$57.2M +$424K +52,219 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34M +$361K +44,450 +1%
CS
5
Credit Suisse
Switzerland
$33.9M +$1.04M +128,588 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$32.9M +$16.1M +1,987,812 +120%
BG
7
Bellevue Group
Switzerland
$32.1M +$4.25M +523,591 +17%
EAM
8
Eagle Asset Management
Florida
$30.9M +$3.34M +410,895 +14%
RP
9
Riverbridge Partners
Minnesota
$26.2M -$4.32M -531,276 -15%
CTA
10
Carillon Tower Advisers
Florida
$25.3M – – –
GT
11
Glenmede Trust
Pennsylvania
$20.8M -$2.2M -270,222 -11%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$20.1M +$1.29K +159 +0%
SAM
13
Silvercrest Asset Management
New York
$19M +$471K +58,033 +3%
SAM
14
Sectoral Asset Management
Quebec, Canada
$18.1M +$3.36M +413,420 +26%
ECP
15
Elk Creek Partners
Colorado
$17.6M -$2.78M -342,298 -15%
FG
16
Formula Growth
Quebec, Canada
$17.3M +$1.38M +170,000 +10%
Millennium Management
17
Millennium Management
New York
$14.7M +$6.3M +775,848 +91%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$14.6M +$7.84M +964,723 +150%
State Street
19
State Street
Massachusetts
$13.5M +$159K +19,551 +1%
GIM
20
Granahan Investment Management
Massachusetts
$11.8M +$8.11M +997,725 +325%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$10.9M +$5.5M +677,205 +129%
PCM
22
Peregrine Capital Management
Minnesota
$10.8M -$2.78M -341,644 -22%
William Blair & Company
23
William Blair & Company
Illinois
$10.5M +$1.24M +152,305 +15%
GF
24
Gabelli Funds
New York
$10.5M -$431K -53,000 -4%
Northern Trust
25
Northern Trust
Illinois
$9.62M -$825K -101,504 -9%
1
2 3 4 5

EVH Hedge Fund Activity: Q4 2019 in Review

167 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2019, worth a combined $764M — up 31% from $585M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EVH and 25 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $16.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $7.79M sold.

  • 167 institutional investors held Evolent Health (EVH) as of Q4 2019, down from 174 in Q3 2019.
  • Funds reported $764M of Evolent Health stock for Q4 2019, up 31% quarter-over-quarter.
  • 25 funds opened new Evolent Health positions in Q4 2019 and 31 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q4 2019 was Wellington Management Group, an estimated $16.1M added.
  • The largest Evolent Health seller in Q4 2019 was Baillie Gifford & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q4 2019.