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Evolent Health
EVH

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

42% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 65

26% more capital invested

Capital invested by funds: $3.34B → $4.2B (+$854M)

15% more funds holding

Funds holding: 203 → 234 (+31)

2.6% more ownership

Funds ownership: 107.91% → 110.51% (+2.6%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

38% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $19.5M

Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$33.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$32.7M
4
BlackRock
BlackRock
New York
+$16.6M
5
Morgan Stanley
Morgan Stanley
New York
+$15.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
2
GF
Greenhouse Funds
Maryland
-$38.3M
3
BG
Bellevue Group
Switzerland
-$36.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$25M
5
SAM
Sectoral Asset Management
Quebec, Canada
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M -$102M -3,609,017 -22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M +$6.41M +226,691 +2%
BlackRock
3
BlackRock
New York
$278M +$16.6M +586,059 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$275M +$115M +4,073,959 +96%
JP Morgan Chase
5
JP Morgan Chase
New York
$195M -$3.7M -130,802 -2%
RSCM
6
Rock Springs Capital Management
Maryland
$131M +$2.69M +95,000 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$125M +$32.7M +1,156,004 +44%
EC
8
Engaged Capital
California
$108M +$12.1M +428,648 +15%
William Blair & Company
9
William Blair & Company
Illinois
$100M +$5.35M +189,150 +7%
GIM
10
Granahan Investment Management
Massachusetts
$95.9M -$1.44M -50,819 -2%
Holocene Advisors
11
Holocene Advisors
New York
$92.4M +$14.5M +510,792 +22%
O
12
OrbiMed
New York
$90.7M -$4.22M -149,100 -5%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$88.4M +$33.9M +1,199,400 +81%
EAM
14
Eventide Asset Management
Massachusetts
$87.2M +$170 +6 +0%
RCM
15
RA Capital Management
Massachusetts
$84.2M -$5.31M -187,548 -7%
State Street
16
State Street
Massachusetts
$81.5M +$3.64M +128,619 +6%
BG
17
Bellevue Group
Switzerland
$78.5M -$36.8M -1,300,123 -35%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$78.1M +$4.19M +147,967 +7%
FCM
19
Farallon Capital Management
California
$71.5M +$7.44M +263,000 +14%
Invesco
20
Invesco
Georgia
$68.5M +$4.03M +142,271 +7%
HRCM
21
Hood River Capital Management
Florida
$68.4M +$4.6M +162,421 +9%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$66.7M -$5.87M -207,512 -9%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$65.9M -$1.39M -49,001 -2%
CS
24
Credit Suisse
Switzerland
$55.1M -$2.6M -91,869 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$54.7M +$38.8K +1,372 +0.1%
1
2 3 4 5

EVH Hedge Fund Activity: Q4 2023 in Review

234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2023, worth a combined $4.2B — up 26% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EVH positions and 19 closed out — a net gain of 32 holders — while 92 added to existing stakes and 65 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $102M.

  • 234 institutional investors held Evolent Health (EVH) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $4.2B of Evolent Health stock for Q4 2023, up 26% quarter-over-quarter.
  • 51 funds opened new Evolent Health positions in Q4 2023 and 19 closed out, a net change of +32 holders.
  • The largest Evolent Health buyer in Q4 2023 was Wellington Management Group, an estimated $115M added.
  • The largest Evolent Health seller in Q4 2023 was Fidelity Investments, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2023.