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Evolent Health

240 hedge funds and large institutions have $1.38B invested in Evolent Health in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.8M

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

6.33% less ownership

Funds ownership: 111.37%105.03% (-6.3%)

8% less funds holding

Funds holding: 262240 (-22)

19% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 70

62% less capital invested

Capital invested by funds: $3.66B → $1.38B (-$2.28B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
240
Holders Change
-22
Holders Change %
-8.4%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
90
Reduced
70
Closed
70
Calls
$20.2M
Puts
$12.8M
Net Calls
+$7.39M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$4.57M +259,781 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$117M -$37.9M -2,158,964 -17%
BlackRock
3
BlackRock
New York
$105M +$9.23M +524,923 +6%
EC
4
Engaged Capital
California
$60.8M +$24.9M +1,415,300 +35%
CCM
5
Cadian Capital Management
New York
$58.8M +$91.8M +5,225,001 New
William Blair Investment Management
6
William Blair Investment Management
Illinois
$53.8M -$2.78M -158,175 -3%
EAM
7
Eventide Asset Management
Massachusetts
$51.2M +$13.1M +748,202 +20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$50.4M +$2.54M +144,253 +3%
CCM
9
Camber Capital Management
Massachusetts
$45M +$45.7M +2,600,000 +186%
GIM
10
Granahan Investment Management
Massachusetts
$41.3M +$3.2M +181,893 +5%
RCM
11
RA Capital Management
Massachusetts
$40.2M -$86.8M -4,937,665 -58%
JP Morgan Chase
12
JP Morgan Chase
New York
$35.9M -$16.3M -925,600 -22%
State Street
13
State Street
Massachusetts
$33.3M +$4.13M +234,932 +9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$32.6M +$8.19M +466,225 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$28.3M -$122K -6,925 -0.3%
Boston Partners
16
Boston Partners
Massachusetts
$27.1M +$20.6M +1,171,304 +92%
RSCM
17
Rock Springs Capital Management
Maryland
$23.2M -$176K -10,000 -0.5%
UBS Group
18
UBS Group
Switzerland
$20M +$28.8M +1,639,342 +1,158%
William Blair & Company
19
William Blair & Company
Illinois
$18.7M -$8.74M -497,127 -23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.2M -$8.13M -462,799 -24%
SAM
21
Silvercrest Asset Management
New York
$15.4M +$6.55M +372,793 +37%
Millennium Management
22
Millennium Management
New York
$14.1M +$14.7M +835,125 +199%
Northern Trust
23
Northern Trust
Illinois
$13.4M +$300K +17,050 +1%
BG
24
Bellevue Group
Switzerland
$12.5M -$27.4M -1,556,392 -58%
Norges Bank
25
Norges Bank
Norway
$12.5M -$4.12M -234,422 -17%

EVH Hedge Fund Activity: Q4 2024 in Review

240 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2024, worth a combined $1.38B — down 62% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of EVH and 57 opened new positions — a net loss of 13 holders — while 70 trimmed existing stakes and 90 added.

The largest buyer was Cadian Capital Management, opening a new position worth an estimated $91.8M. The largest seller was RA Capital Management, cutting an estimated $86.8M.

  • 240 institutional investors held Evolent Health (EVH) as of Q4 2024, down from 262 in Q3 2024.
  • Funds reported $1.38B of Evolent Health stock for Q4 2024, down 62% quarter-over-quarter.
  • 57 funds opened new Evolent Health positions in Q4 2024 and 70 closed out, a net change of -13 holders.
  • The largest Evolent Health buyer in Q4 2024 was Cadian Capital Management, an estimated $91.8M added.
  • The largest Evolent Health seller in Q4 2024 was RA Capital Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q4 2024.