We are live on ! Find out more
EVH icon

Evolent Health

251 hedge funds and large institutions have $3.35B invested in Evolent Health in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

24% more capital invested

Capital invested by funds: $2.7B → $3.35B (+$650M)

17% more funds holding

Funds holding: 215251 (+36)

5.99% more ownership

Funds ownership: 97.94%103.93% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

62% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $27M

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
4.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
55
Increased
93
Reduced
74
Closed
19
Calls
$10.4M
Puts
$27M
Net Calls
-$16.6M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$311M +$27.9M +793,082 +10%
BlackRock
2
BlackRock
New York
$268M +$39.3M +1,115,264 +18%
JP Morgan Chase
3
JP Morgan Chase
New York
$210M -$8.92M -253,244 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$166M +$3.81M +108,058 +2%
RSCM
5
Rock Springs Capital Management
Maryland
$117M +$18.5M +524,500 +19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$95.6M -$660K -18,724 -0.7%
Invesco
7
Invesco
Georgia
$95M +$47.6M +1,350,003 +104%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$94.5M +$4.04M +114,793 +5%
FAM
9
Fred Alger Management
New York
$91.1M +$3.43M +97,417 +4%
GIM
10
Granahan Investment Management
Massachusetts
$88.9M -$24.9M -707,397 -22%
CS
11
Credit Suisse
Switzerland
$88.7M -$9.94M -282,210 -10%
William Blair & Company
12
William Blair & Company
Illinois
$84.5M +$833K +23,645 +1%
EC
13
Engaged Capital
California
$80.6M -$138M -3,912,829 -64%
BG
14
Bellevue Group
Switzerland
$67.2M -$5.27M -149,466 -7%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$64.1M +$38.9M +1,104,118 +163%
State Street
16
State Street
Massachusetts
$62.2M +$1.47M +41,711 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$60.3M -$587K -16,659 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$59.7M -$1.07M -30,444 -2%
Millennium Management
19
Millennium Management
New York
$58.5M +$10M +283,735 +21%
GF
20
Greenhouse Funds
Maryland
$54.3M +$1.04M +29,544 +2%
EAM
21
Eagle Asset Management
Florida
$53.6M +$8.69M +246,542 +20%
Macquarie Group
22
Macquarie Group
Australia
$52.3M +$9.52M +270,128 +23%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$51.3M +$1.23M +35,036 +3%
American Century Companies
24
American Century Companies
Missouri
$43.5M +$42M +1,191,982 +6,225%
N
25
Nuveen
North Carolina
$40.8M +$3.53M +100,206 +10%

EVH Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2022, worth a combined $3.35B — up 24% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EVH positions and 19 closed out — a net gain of 36 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $47.6M. The largest seller was Engaged Capital, cutting an estimated $138M.

  • 251 institutional investors held Evolent Health (EVH) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $3.35B of Evolent Health stock for Q3 2022, up 24% quarter-over-quarter.
  • 55 funds opened new Evolent Health positions in Q3 2022 and 19 closed out, a net change of +36 holders.
  • The largest Evolent Health buyer in Q3 2022 was Invesco, an estimated $47.6M added.
  • The largest Evolent Health seller in Q3 2022 was Engaged Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.