We are live on ! Find out more
EVH icon

Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$356M +$36.8M +1,426,747 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$309M -$3.72M -144,464 -1%
BlackRock
3
BlackRock
New York
$249M +$2.87M +111,301 +1%
RCM
4
RA Capital Management
Massachusetts
$241M
William Blair Investment Management
5
William Blair Investment Management
Illinois
$140M -$2.24M -86,737 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$123M -$46.2M -1,793,603 -29%
JP Morgan Chase
7
JP Morgan Chase
New York
$116M -$6.15M -238,695 -5%
EC
8
Engaged Capital
California
$113M -$3.14M -121,990 -3%
EAM
9
Eventide Asset Management
Massachusetts
$108M +$1.67M +64,985 +2%
GIM
10
Granahan Investment Management
Massachusetts
$98.7M +$11.9M +459,829 +15%
State Street
11
State Street
Massachusetts
$77.1M +$669K +25,967 +1%
BG
12
Bellevue Group
Switzerland
$75.5M +$25.8M +1,000,215 +60%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$71.3M -$2.08M -80,757 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$68.8M +$1.62M +62,963 +3%
Lazard Asset Management
15
Lazard Asset Management
New York
$67.1M +$51.7M +2,007,004 +551%
FLAM
16
First Light Asset Management
Minnesota
$65M +$22M +852,956 +59%
William Blair & Company
17
William Blair & Company
Illinois
$61M -$11M -425,962 -16%
RSCM
18
Rock Springs Capital Management
Maryland
$58.5M -$51.7M -2,007,500 -49%
Holocene Advisors
19
Holocene Advisors
New York
$57.8M -$26.6M -1,031,121 -34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$53.7M -$3.86M -149,942 -7%
O
21
OrbiMed
New York
$47.1M -$24.2M -940,500 -36%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$42.9M +$5.91M +229,128 +18%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$42.3M +$36.7M +1,422,385 +1,948%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$40.2M -$2.89M -112,195 -7%
CCM
25
Camber Capital Management
Massachusetts
$39.6M +$20M +775,000 +124%

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.