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Evolent Health
EVH

207 hedge funds and large institutions have $2.34B invested in Evolent Health in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $3.74M

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

1% less funds holding

Funds holding: 209 → 207 (-2)

3.39% less ownership

Funds ownership: 98.12% → 94.74% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

11% less capital invested

Capital invested by funds: $2.64B → $2.34B (-$301M)

Holders
207
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
40
Increased
71
Reduced
63
Closed
39
Calls
$15.2M
Puts
$3.74M
Net Calls
+$11.5M
Net Calls Change
-$36.7M

Top Buyers

1
FAM
Fred Alger Management
New York
+$61.3M
2
O
OrbiMed
New York
+$17M
3
KCM
Kornitzer Capital Management
Kansas
+$15.4M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$11.3M
5
Norges Bank
Norges Bank
Norway
+$8.65M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.5M
2
CS
Credit Suisse
Switzerland
-$26M
3
EAM
Eagle Asset Management
Florida
-$19.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.5M
5
SAM
Sectoral Asset Management
Quebec, Canada
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
Engaged Capital
California
$217M -$1.82M -63,502 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$209M +$5.15M +179,542 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$169M -$3.12M -108,769 -2%
BlackRock
4
BlackRock
New York
$163M +$8.34M +290,576 +5%
GIM
5
Granahan Investment Management
Massachusetts
$138M +$5.31M +185,127 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$115M -$28.5M -993,818 -19%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$91.3M -$168K -5,868 -0.2%
CS
8
Credit Suisse
Switzerland
$80.3M -$26M -906,409 -24%
BG
9
Bellevue Group
Switzerland
$72.2M -$12.1M -423,385 -14%
William Blair & Company
10
William Blair & Company
Illinois
$68.6M -$2.25M -78,360 -3%
FAM
11
Fred Alger Management
New York
$67.9M +$61.3M +2,138,500 +679%
RSCM
12
Rock Springs Capital Management
Maryland
$56.4M +$4.68M +163,000 +9%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$54.9M +$11.3M +394,503 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.7M -$2.08M -72,352 -4%
EAM
15
Eagle Asset Management
Florida
$49.1M -$19.4M -676,353 -28%
State Street
16
State Street
Massachusetts
$43.8M +$1.34M +46,772 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$36.9M +$525K +18,308 +1%
GF
18
Greenhouse Funds
Maryland
$33.1M +$2.96M +103,137 +9%
Northern Trust
19
Northern Trust
Illinois
$27.5M +$217K +7,563 +0.8%
O
20
OrbiMed
New York
$26M +$17M +593,000 +172%
GT
21
Glenmede Trust
Pennsylvania
$25.7M -$208K -7,258 -0.8%
N
22
Nuveen
North Carolina
$25.4M +$3.83M +133,382 +16%
Norges Bank
23
Norges Bank
Norway
$24.6M +$8.65M +301,669 +51%
SAM
24
Silvercrest Asset Management
New York
$24.1M +$30K +1,045 +0.1%
GLA
25
Great Lakes Advisors
Illinois
$21.8M -$399K -13,903 -2%
1
2 3 4 5

EVH Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2021, worth a combined $2.34B — down 11% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EVH positions and 39 closed out — a net gain of 1 holder — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $61.3M. The largest seller was Fidelity Investments, cutting an estimated $28.5M.

  • 207 institutional investors held Evolent Health (EVH) as of Q4 2021, down from 209 in Q3 2021.
  • Funds reported $2.34B of Evolent Health stock for Q4 2021, down 11% quarter-over-quarter.
  • 40 funds opened new Evolent Health positions in Q4 2021 and 39 closed out, a net change of +1 holder.
  • The largest Evolent Health buyer in Q4 2021 was Fred Alger Management, an estimated $61.3M added.
  • The largest Evolent Health seller in Q4 2021 was Fidelity Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.