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Evolent Health
EVH

217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

3.76% more ownership

Funds ownership: 100.7% → 104.46% (+3.8%)

2% less capital invested

Capital invested by funds: $3.62B → $3.55B (-$61.6M)

10% less funds holding

Funds holding: 240 → 217 (-23)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

81% less call options, than puts

Call options by funds: $942K | Put options by funds: $4.85M

Holders
217
Holders Change
-23
Holders Change %
-9.58%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
22
Increased
83
Reduced
73
Closed
45
Calls
$942K
Puts
$4.85M
Net Calls
-$3.91M
Net Calls Change
+$37K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$86.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$41.7M
4
BG
Bellevue Group
Switzerland
+$40.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$43.7M
2
Millennium Management
Millennium Management
New York
-$35.4M
3
ITP
Iron Triangle Partners
Connecticut
-$32.5M
4
N
Nuveen
North Carolina
-$16.4M
5
TGA
TPG GP A
Texas
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$497M +$70.9M +2,191,606 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M +$32.3M +999,683 +11%
BlackRock
3
BlackRock
New York
$230M +$21.6M +667,658 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$178M +$9.99M +308,943 +6%
RSCM
5
Rock Springs Capital Management
Maryland
$115M – – –
Wellington Management Group
6
Wellington Management Group
Massachusetts
$115M +$41.7M +1,290,099 +52%
BG
7
Bellevue Group
Switzerland
$104M +$40.7M +1,257,175 +57%
Invesco
8
Invesco
Georgia
$91.4M -$10.5M -325,561 -10%
GIM
9
Granahan Investment Management
Massachusetts
$88.3M -$14.9M -460,561 -14%
O
10
OrbiMed
New York
$87.7M – – –
William Blair Investment Management
11
William Blair Investment Management
Illinois
$80.9M +$86.4M +2,670,960 New
EAM
12
Eventide Asset Management
Massachusetts
$79.9M +$23.8M +735,389 +39%
William Blair & Company
13
William Blair & Company
Illinois
$74.3M +$3.32M +102,540 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$74.1M -$1.55M -47,880 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$67.9M -$1.21M -37,407 -2%
State Street
16
State Street
Massachusetts
$66.8M +$10.6M +329,023 +18%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$59.9M +$11.4M +352,722 +22%
Holocene Advisors
18
Holocene Advisors
New York
$59M +$11.5M +354,872 +22%
FCM
19
Farallon Capital Management
California
$57.6M +$24.5M +757,000 +66%
CS
20
Credit Suisse
Switzerland
$54.8M +$225K +6,959 +0.4%
EC
21
Engaged Capital
California
$52.9M -$15.1M -466,202 -21%
Macquarie Group
22
Macquarie Group
Australia
$46.3M +$5.13M +158,522 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.1M -$1.78M -55,074 -3%
American Century Companies
24
American Century Companies
Missouri
$45.2M +$1.08M +33,255 +2%
GF
25
Greenhouse Funds
Maryland
$42.4M +$1.94M +60,081 +4%
1
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EVH Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2023, worth a combined $3.55B — down 1.7% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EVH and 22 opened new positions — a net loss of 23 holders — while 73 trimmed existing stakes and 83 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $86.4M. The largest seller was Fred Alger Management, cutting an estimated $43.7M.

  • 217 institutional investors held Evolent Health (EVH) as of Q2 2023, down from 240 in Q1 2023.
  • Funds reported $3.55B of Evolent Health stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 22 funds opened new Evolent Health positions in Q2 2023 and 45 closed out, a net change of -23 holders.
  • The largest Evolent Health buyer in Q2 2023 was William Blair Investment Management, an estimated $86.4M added.
  • The largest Evolent Health seller in Q2 2023 was Fred Alger Management, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2023.