We are live on ! Find out more
EVH icon

Evolent Health

232 hedge funds and large institutions have $2.76B invested in Evolent Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $6.4M

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

4.22% less ownership

Funds ownership: 103.93%99.71% (-4.2%)

8% less funds holding

Funds holding: 251232 (-19)

18% less capital invested

Capital invested by funds: $3.35B → $2.76B (-$589M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
232
Holders Change
-19
Holders Change %
-7.57%
% of All Funds
3.73%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
86
Reduced
85
Closed
49
Calls
$11.6M
Puts
$6.4M
Net Calls
+$5.22M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$275M +$32.5M +1,135,026 +13%
BlackRock
2
BlackRock
New York
$216M +$6.86M +239,355 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$150M -$14M -488,129 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$131M +$1.23M +42,961 +0.9%
RSCM
5
Rock Springs Capital Management
Maryland
$107M +$15.5M +541,000 +17%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$91.8M +$42.7M +1,487,856 +83%
GIM
7
Granahan Investment Management
Massachusetts
$89.2M +$20.1M +702,806 +28%
Invesco
8
Invesco
Georgia
$81.6M +$7.46M +260,307 +10%
O
9
OrbiMed
New York
$79.3M +$23.8M +830,115 +42%
EC
10
Engaged Capital
California
$78.2M +$15.6M +544,050 +24%
Citadel Advisors
11
Citadel Advisors
Florida
$73M +$26.4M +920,972 +55%
William Blair & Company
12
William Blair & Company
Illinois
$66.6M +$538K +18,779 +0.8%
CS
13
Credit Suisse
Switzerland
$66M -$3.4M -118,563 -5%
Millennium Management
14
Millennium Management
New York
$60.3M +$14.8M +517,941 +32%
BG
15
Bellevue Group
Switzerland
$55.7M +$3.29M +114,598 +6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$53.8M -$20.4M -712,701 -27%
EAM
17
Eventide Asset Management
Massachusetts
$53.4M +$48.3M +1,686,055 +778%
FAM
18
Fred Alger Management
New York
$53.1M -$18.5M -645,161 -25%
GF
19
Greenhouse Funds
Maryland
$52.2M +$9.96M +347,594 +23%
State Street
20
State Street
Massachusetts
$49.2M +$642K +22,386 +1%
Holocene Advisors
21
Holocene Advisors
New York
$43.8M +$44.8M +1,561,353 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$43.8M +$3.85M +134,352 +9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$43.3M -$3.43M -119,569 -7%
EAM
24
Eagle Asset Management
Florida
$37M -$3.43M -119,661 -8%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$36.8M +$17.4M +605,810 +86%

EVH Hedge Fund Activity: Q4 2022 in Review

232 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2022, worth a combined $2.76B — down 18% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EVH and 34 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 86 added.

The largest buyer was Eventide Asset Management, adding an estimated $48.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $23.1M sold.

  • 232 institutional investors held Evolent Health (EVH) as of Q4 2022, down from 251 in Q3 2022.
  • Funds reported $2.76B of Evolent Health stock for Q4 2022, down 18% quarter-over-quarter.
  • 34 funds opened new Evolent Health positions in Q4 2022 and 49 closed out, a net change of -15 holders.
  • The largest Evolent Health buyer in Q4 2022 was Eventide Asset Management, an estimated $48.3M added.
  • The largest Evolent Health seller in Q4 2022 was Lord, Abbett & Co, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2022.