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Evolent Health
EVH

155 hedge funds and large institutions have $987M invested in Evolent Health in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 37 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.54M

89% more capital invested

Capital invested by funds: $522M → $987M (+$465M)

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 136 → 155 (+19)

7.45% more ownership

Funds ownership: 85.95% → 93.39% (+7.4%)

30% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 53

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
37
Reduced
53
Closed
23
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.31M

Top Buyers

1
EC
Engaged Capital
California
+$101M
2
GLA
Great Lakes Advisors
Illinois
+$9.84M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.61M
4
1M
13D Management
New York
+$7.33M
5
VCM
Voce Capital Management
California
+$6.98M

Top Sellers

1
BG
Bellevue Group
Switzerland
-$20.6M
2
FG
Formula Growth
Quebec, Canada
-$17.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.47M
4
DIM
DC Investments Management
Virginia
-$8.29M
5
BlackRock
BlackRock
New York
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
Engaged Capital
California
$106M +$101M +8,553,155 New
JP Morgan Chase
2
JP Morgan Chase
New York
$85.5M +$1.9M +161,389 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.5M -$3.54M -301,145 -4%
BlackRock
4
BlackRock
New York
$65.5M -$6.39M -543,239 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.1M +$286K +24,344 +0.6%
CS
6
Credit Suisse
Switzerland
$46.6M +$27.5K +2,341 +0.1%
EAM
7
Eagle Asset Management
Florida
$43.3M +$5.57M +473,676 +16%
BG
8
Bellevue Group
Switzerland
$40.6M -$20.6M -1,755,038 -35%
GIM
9
Granahan Investment Management
Massachusetts
$36.8M +$988K +84,063 +3%
CTA
10
Carillon Tower Advisers
Florida
$28.7M +$812K +69,086 +3%
William Blair & Company
11
William Blair & Company
Illinois
$28.6M -$2.6M -220,749 -9%
SAM
12
Sectoral Asset Management
Quebec, Canada
$25.9M +$3.11M +264,138 +14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.1M -$463K -39,415 -2%
State Street
14
State Street
Massachusetts
$21.7M -$1.73M -147,397 -8%
SAM
15
Silvercrest Asset Management
New York
$21.6M -$660K -56,108 -3%
GT
16
Glenmede Trust
Pennsylvania
$16M -$2.4M -203,708 -14%
GF
17
Gabelli Funds
New York
$13.4M -$800K -68,000 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.2M -$468K -39,787 -4%
Northern Trust
19
Northern Trust
Illinois
$12M -$492K -41,828 -4%
N
20
Nuveen
North Carolina
$12M +$5.93M +504,392 +109%
PCM
21
Peregrine Capital Management
Minnesota
$11.6M -$2.74M -232,870 -20%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$11.5M +$842K +71,590 +8%
GLA
23
Great Lakes Advisors
Illinois
$10.4M +$9.84M +836,499 New
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$10.2M -$2.68M -228,277 -22%
VCM
25
Voce Capital Management
California
$9.38M +$6.98M +593,329 +366%
1
2 3 4 5

EVH Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2020, worth a combined $987M — up 89% from $522M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EVH positions and 23 closed out — a net gain of 19 holders — while 37 added to existing stakes and 53 trimmed.

The largest buyer was Engaged Capital, opening a new position worth an estimated $101M. The largest seller was Bellevue Group, cutting an estimated $20.6M.

  • 155 institutional investors held Evolent Health (EVH) as of Q3 2020, up from 136 in Q2 2020.
  • Funds reported $987M of Evolent Health stock for Q3 2020, up 89% quarter-over-quarter.
  • 42 funds opened new Evolent Health positions in Q3 2020 and 23 closed out, a net change of +19 holders.
  • The largest Evolent Health buyer in Q3 2020 was Engaged Capital, an estimated $101M added.
  • The largest Evolent Health seller in Q3 2020 was Bellevue Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2020.