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Evolent Health
EVH

203 hedge funds and large institutions have $3.34B invested in Evolent Health in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

3.45% more ownership

Funds ownership: 104.46% → 107.91% (+3.5%)

6% less capital invested

Capital invested by funds: $3.55B → $3.34B (-$211M)

6% less funds holding

Funds holding: 217 → 203 (-14)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

71% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $5.9M

Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
84
Reduced
73
Closed
30
Calls
$1.69M
Puts
$5.9M
Net Calls
-$4.21M
Net Calls Change
-$296K

Top Buyers

1
RCM
RA Capital Management
Massachusetts
+$76.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41M
3
EC
Engaged Capital
California
+$30.2M
4
HRCM
Hood River Capital Management
Florida
+$29.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$30.2M
2
RI
Redwood Investments
Massachusetts
-$12.8M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.5M
4
Macquarie Group
Macquarie Group
Australia
-$10.2M
5
Norges Bank
Norges Bank
Norway
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M -$9.27M -333,559 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$288M +$7.62M +274,288 +3%
BlackRock
3
BlackRock
New York
$213M +$6.75M +242,827 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$165M +$4.98M +178,993 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$115M +$12.5M +449,664 +12%
RSCM
6
Rock Springs Capital Management
Maryland
$105M +$1.71M +61,500 +2%
BG
7
Bellevue Group
Switzerland
$100M +$6.36M +228,793 +7%
GIM
8
Granahan Investment Management
Massachusetts
$80.4M +$1.1M +39,660 +1%
O
9
OrbiMed
New York
$78.8M – – –
William Blair & Company
10
William Blair & Company
Illinois
$77.6M +$11.1M +399,884 +16%
EC
11
Engaged Capital
California
$77.1M +$30.2M +1,085,558 +62%
RCM
12
RA Capital Management
Massachusetts
$74.5M +$76.1M +2,736,680 New
EAM
13
Eventide Asset Management
Massachusetts
$71.9M +$22.1K +796 +0%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$71.4M -$1.35M -48,511 -2%
State Street
15
State Street
Massachusetts
$63.6M +$3.66M +131,811 +6%
Holocene Advisors
16
Holocene Advisors
New York
$62.3M +$9.41M +338,474 +17%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$60.6M -$6.06M -218,081 -9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$60.4M +$6.71M +241,337 +12%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$55.7M -$5.47M -196,807 -9%
Invesco
20
Invesco
Georgia
$52.6M -$30.2M -1,084,848 -36%
HRCM
21
Hood River Capital Management
Florida
$51.9M +$29.6M +1,063,363 +126%
FCM
22
Farallon Capital Management
California
$51.8M – – –
CS
23
Credit Suisse
Switzerland
$47.9M -$1.38M -49,586 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$45.7M +$13.5M +486,145 +41%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$45.1M +$3.7M +133,038 +9%
1
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EVH Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2023, worth a combined $3.34B — down 5.9% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVH and 18 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 84 added.

The largest buyer was RA Capital Management, opening a new position worth an estimated $76.1M. The largest seller was Invesco, cutting an estimated $30.2M.

  • 203 institutional investors held Evolent Health (EVH) as of Q3 2023, down from 217 in Q2 2023.
  • Funds reported $3.34B of Evolent Health stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 18 funds opened new Evolent Health positions in Q3 2023 and 30 closed out, a net change of -12 holders.
  • The largest Evolent Health buyer in Q3 2023 was RA Capital Management, an estimated $76.1M added.
  • The largest Evolent Health seller in Q3 2023 was Invesco, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.