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Evolent Health
EVH

251 hedge funds and large institutions have $4.12B invested in Evolent Health in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $7.82M

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

11% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 81

7% more funds holding

Funds holding: 234 → 251 (+17)

2% less capital invested

Capital invested by funds: $4.2B → $4.12B (-$71.7M)

1.48% less ownership

Funds ownership: 110.51% → 109.03% (-1.5%)

Holders
251
Holders Change
+17
Holders Change %
+7.26%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
90
Reduced
81
Closed
23
Calls
$15.5M
Puts
$7.82M
Net Calls
+$7.69M
Net Calls Change
+$15.1M

Top Buyers

1
RCM
RA Capital Management
Massachusetts
+$102M
2
Franklin Resources
Franklin Resources
California
+$17.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.2M
4
Millennium Management
Millennium Management
New York
+$16.5M
5
Holocene Advisors
Holocene Advisors
New York
+$12.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$73.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$37.4M
3
FCM
Farallon Capital Management
California
-$36M
4
BG
Bellevue Group
Switzerland
-$28.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$358M +$2.99M +93,739 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$347M -$73.3M -2,298,495 -18%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$290M +$17.2M +540,474 +7%
BlackRock
4
BlackRock
New York
$272M -$4.13M -129,420 -2%
RCM
5
RA Capital Management
Massachusetts
$188M +$102M +3,187,000 +125%
JP Morgan Chase
6
JP Morgan Chase
New York
$156M -$37.4M -1,170,577 -20%
RSCM
7
Rock Springs Capital Management
Maryland
$131M +$878K +27,500 +0.7%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$122M -$1.94M -60,786 -2%
William Blair & Company
9
William Blair & Company
Illinois
$107M +$7.31M +229,062 +8%
EC
10
Engaged Capital
California
$107M – – –
Holocene Advisors
11
Holocene Advisors
New York
$105M +$12.6M +393,412 +14%
EAM
12
Eventide Asset Management
Massachusetts
$86.6M +$116K +3,622 +0.1%
O
13
OrbiMed
New York
$85.4M -$4.5M -140,917 -5%
State Street
14
State Street
Massachusetts
$82.6M +$1.71M +53,676 +2%
GIM
15
Granahan Investment Management
Massachusetts
$82.2M -$12.7M -397,727 -14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$81M +$3.33M +104,446 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$73.7M +$7.24M +226,986 +11%
HRCM
18
Hood River Capital Management
Florida
$72.4M +$4.37M +137,004 +7%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$69.2M +$3.69M +115,503 +6%
Invesco
20
Invesco
Georgia
$64.2M -$3.7M -115,986 -6%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$63.7M -$23.3M -731,615 -27%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$53.8M -$494K -15,477 -0.9%
American Century Companies
23
American Century Companies
Missouri
$51.2M +$2.61M +81,897 +6%
BG
24
Bellevue Group
Switzerland
$48.6M -$28.5M -893,896 -38%
Millennium Management
25
Millennium Management
New York
$47.7M +$16.5M +515,663 +55%
1
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EVH Hedge Fund Activity: Q1 2024 in Review

251 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q1 2024, worth a combined $4.12B — down 1.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EVH positions and 23 closed out — a net gain of 19 holders — while 90 added to existing stakes and 81 trimmed.

The largest buyer was RA Capital Management, adding an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $73.3M.

  • 251 institutional investors held Evolent Health (EVH) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $4.12B of Evolent Health stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 42 funds opened new Evolent Health positions in Q1 2024 and 23 closed out, a net change of +19 holders.
  • The largest Evolent Health buyer in Q1 2024 was RA Capital Management, an estimated $102M added.
  • The largest Evolent Health seller in Q1 2024 was Fidelity Investments, an estimated $73.3M sold.

Based on aggregated 13F filings for Q1 2024.