Evolent Health, Inc.
EVH- Exchange
- NYSE
- Industry
- Services-Management Services
- SEC CIK
- 0001628908
In the last 90 days, Evolent Health, Inc. insiders filed 0 open-market purchases and 1 sale; 198 institutions reported holding it in 13F filings for Q2 2026, worth $608.3M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Evolent Health, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 240
- +9 vs. Q4 2022
- Shares held
- 111.8M
- +11.0M (+10.9%) vs. Q4 2022
- Total value
- $3.62B
- +$784.8M (+27.7%) vs. Q4 2022
- New holders
- 42
- 88 more added
- Sold out
- 33
- 73 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 198 | $608.3M |
| Q1 2026 | 192 | $252.8M |
| Q4 2025 | 215 | $482.1M |
| Q3 2025 | 240 | $1.15B |
| Q2 2025 | 222 | $1.48B |
| Q1 2025 | 229 | $1.20B |
| Q4 2024 | 241 | $1.38B |
| Q3 2024 | 262 | $3.66B |
| Q2 2024 | 243 | $2.48B |
| Q1 2024 | 251 | $4.13B |
| Q4 2023 | 234 | $4.18B |
| Q3 2023 | 203 | $3.34B |
| Q2 2023 | 217 | $3.55B |
| Q1 2023 | 240 | $3.62B |
| Q4 2022 | 232 | $2.83B |
| Q3 2022 | 251 | $3.42B |
| Q2 2022 | 216 | $2.76B |
| Q1 2022 | 218 | $2.79B |
| Q4 2021 | 207 | $2.34B |
| Q3 2021 | 210 | $2.65B |
| Q2 2021 | 178 | $1.75B |
| Q1 2021 | 168 | $1.66B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 20,427 | $664.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,847 | $676.5K | 0.00% | −3,565−14.6% | Reduced |
| Hillsdale Investment Management Inc. | 21,200 | $687.9K | 0.06% | +21,200 | New |
| Aigen Investment Management, LP | 21,381 | $693.8K | 0.10% | +21,381 | New |
| Teacher Retirement System of Texas | 22,048 | $715.0K | 0.00% | −9,096−29.2% | Reduced |
| Stifel Financial Corp | 22,358 | $725.5K | 0.00% | +2,264+11.3% | Added |
| Legato Capital Management LLC | 22,398 | $726.8K | 0.13% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 22,759 | $738.5K | 0.14% | +22,759 | New |
| AQR Capital Management LLC | 22,969 | $745.3K | 0.00% | −54,806−70.5% | Reduced |
| Bayesian Capital Management, LP | 22,976 | $745.6K | 0.09% | +22,976 | New |
| Perfromance Wealth Partners, LLC | 23,485 | $762.1K | 0.04% | +23,485 | New |
| SG Americas Securities, LLC | 24,236 | $786.0K | 0.01% | +24,236 | New |
| Arizona State Retirement System | 24,922 | $808.7K | 0.01% | +1,642+7.1% | Added |
| State Board of Administration of Florida Retirement System | 26,184 | $849.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,757 | $965.6K | 0.00% | −14,096−32.1% | Reduced |
| Ensign Peak Advisors, Inc | 30,610 | $993.3K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 31,306 | $1.02M | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 33,231 | $1.08M | 0.55% | +33,231 | New |
| Manufacturers Life Insurance Company, The | 33,549 | $1.09M | 0.00% | +293+0.9% | Added |
| Janus Henderson Group PLC | 34,249 | $1.11M | 0.00% | +16,838+96.7% | Added |
| Premier Fund Managers Ltd | 35,085 | $1.12M | 0.04% | +35,085 | New |
| Mirae Asset Global Investments Co., Ltd. | 35,670 | $1.16M | 0.00% | +483+1.4% | Added |
| Left Brain Wealth Management, LLC | 32,028 | $1.17M | 0.79% | +9,692+43.4% | Added |
| Jefferies Financial Group Inc. | 36,309 | $1.18M | 0.02% | −4,593−11.2% | Reduced |
| First Trust Advisors LP | 39,048 | $1.27M | 0.00% | −45,586−53.9% | Reduced |
| American International Group, Inc. | 39,568 | $1.28M | 0.01% | +788+2.0% | Added |
| Prudential Financial Inc | 40,622 | $1.32M | 0.00% | −111,959−73.4% | Reduced |
| Susquehanna International Group, LLP | 41,573 | $1.35M | 0.00% | +15,466+59.2% | Added |
| Jane Street Group, LLC | 42,251 | $1.37M | 0.00% | +14,591+52.8% | Added |
| Citigroup Inc | 42,672 | $1.38M | 0.00% | +38,176+849.1% | Added |
| MetLife Investment Management | 42,771 | $1.39M | 0.01% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 42,850 | $1.39M | 0.27% | +7,000+19.5% | Added |
| Raymond James & Associates | 44,312 | $1.44M | 0.00% | −2,968−6.3% | Reduced |
| Polar Capital Holdings Plc | 46,673 | $1.51M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 46,999 | $1.53M | 0.00% | +19,767+72.6% | Added |
| Renaissance Group LLC | 47,637 | $1.55M | 0.07% | +4,138+9.5% | Added |
| Essex Investment Management Co LLC | 56,701 | $1.84M | 0.27% | +10,829+23.6% | Added |
| Kennedy Capital Management, Inc. | 56,704 | $1.84M | 0.05% | +6,822+13.7% | Added |
| Thrivent Financial for Lutherans | 56,736 | $1.84M | 0.00% | +56,736 | New |
| UBS Group AG | 60,920 | $1.98M | 0.00% | −10,754−15.0% | Reduced |
| Brookfield Asset Management Inc. | 61,515 | $2.00M | 0.01% | −81,304−56.9% | Reduced |
| Moody National Bank Trust Division | 62,262 | $2.02M | 0.17% | +21,256+51.8% | Added |
| IMA Wealth, Inc. | 67,204 | $2.18M | 0.56% | −15,198−18.4% | Reduced |
| Barclays PLC | 68,869 | $2.23M | 0.00% | −25,273−26.8% | Reduced |
| Deutsche Bank AG | 68,940 | $2.24M | 0.00% | +16,780+32.2% | Added |
| State of New Jersey Common Pension Fund D | 73,512 | $2.39M | 0.01% | −10,639−12.6% | Reduced |
| Genesee Capital Advisors, LLC | 74,876 | $2.43M | 1.73% | −1,360−1.8% | Reduced |
| Russell Investments Group, Ltd. | 77,405 | $2.51M | 0.00% | −26,128−25.2% | Reduced |
| Legal & General Group Plc | 80,431 | $2.61M | 0.00% | +7,305+10.0% | Added |
| Truist Financial Corp | 92,849 | $3.01M | 0.01% | −16,884−15.4% | Reduced |
| Alberta Investment Management Corp | 95,208 | $3.09M | 0.03% | +18,529+24.2% | Added |
| Gamco Investors, Inc. Et Al | 96,500 | $3.13M | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 96,675 | $3.14M | 0.00% | +10,927+12.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $3.18M | 0.04% | +98,000 | New |
| Schonfeld Strategic Advisors LLC | 101,500 | $3.29M | 0.03% | +101,500 | New |
| Advisory Research Inc | 105,193 | $3.41M | 0.56% | +2,035+2.0% | Added |
| California State Teachers Retirement System | 106,064 | $3.44M | 0.01% | +1,545+1.5% | Added |
| ClariVest Asset Management LLC | 107,859 | $3.50M | 0.16% | +73+0.1% | Added |
| Tudor Investment Corp Et Al | 109,715 | $3.56M | 0.07% | +109,715 | New |
| Wells Fargo & Company | 117,670 | $3.82M | 0.00% | +34,878+42.1% | Added |
| Rhumbline Advisers | 117,920 | $3.83M | 0.00% | −394−0.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 119,900 | $3.89M | 0.52% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 126,501 | $4.10M | 0.00% | −23,169−15.5% | Reduced |
| Principal Financial Group Inc | 128,206 | $4.16M | 0.00% | +88,680+224.4% | Added |
| State of Wisconsin Investment Board | 132,571 | $4.30M | 0.01% | −15,614−10.5% | Reduced |
| Royal Bank of Canada | 136,880 | $4.44M | 0.00% | −19,530−12.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 153,671 | $4.99M | 0.12% | −17,098−10.0% | Reduced |
| Oberweis Asset Management Inc | 167,710 | $5.44M | 0.84% | +28,370+20.4% | Added |
| Castleark Management LLC | 168,180 | $5.46M | 0.27% | +16,570+10.9% | Added |
| Pura Vida Investments, LLC | 182,877 | $5.93M | 0.60% | +66,677+57.4% | Added |
| Swiss National Bank | 185,600 | $6.02M | 0.00% | −13,600−6.8% | Reduced |
| Parkman Healthcare Partners LLC | 186,923 | $6.07M | 1.32% | +186,923 | New |
| New York State Common Retirement Fund | 188,320 | $6.11M | 0.01% | +80,530+74.7% | Added |
| Axiom Investors LLC | 193,085 | $6.27M | 0.10% | +2,755+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 194,863 | $6.32M | 0.01% | +93,501+92.2% | Added |
| Bridgewater Associates, LP | 215,477 | $6.99M | 0.04% | +19,542+10.0% | Added |
| SEI Investments Co | 224,068 | $7.27M | 0.01% | +129,045+135.8% | Added |
| Tri Locum Partners LP | 268,011 | $8.70M | 2.65% | +268,011 | New |
| Balyasny Asset Management LLC | 290,661 | $9.43M | 0.03% | −39,472−12.0% | Reduced |
| Formula Growth Ltd | 292,920 | $9.51M | 3.06% | −37,900−11.5% | Reduced |
| Ameriprise Financial Inc | 299,383 | $9.71M | 0.00% | +57,470+23.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 300,000 | $9.73M | 0.85% | +300,000 | New |
| Putnam Investments LLC | 304,731 | $9.89M | 0.02% | +139,615+84.6% | Added |
| Point72 Asset Management, L.P. | 308,184 | $10.0M | 0.04% | −2,962,492−90.6% | Reduced |
| Peregrine Capital Management LLC | 314,876 | $10.2M | 0.29% | −24,236−7.1% | Reduced |
| Lisanti Capital Growth, LLC | 319,560 | $10.4M | 1.45% | +319,560 | New |
| Redwood Investments, LLC | 325,383 | $10.6M | 1.35% | +325,383 | New |
| Rock Point Advisors, LLC | 351,807 | $11.4M | 3.88% | −3,544−1.0% | Reduced |
| Voce Capital Management LLC | 358,051 | $11.6M | 17.38% | −43,871−10.9% | Reduced |
| Guggenheim Capital LLC | 377,232 | $12.2M | 0.10% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 389,304 | $12.6M | 0.02% | +52,169+15.5% | Added |
| Adage Capital Partners GP, L.L.C. | 409,202 | $13.3M | 0.03% | +409,202 | New |
| Morgan Stanley | 433,722 | $14.1M | 0.00% | +61,690+16.6% | Added |
| Glenmede Trust Co NA | 483,248 | $15.7M | 0.09% | +5,291+1.1% | Added |
| Bank of America Corp | 488,728 | $15.9M | 0.00% | +134,704+38.0% | Added |
| Sectoral Asset Management Inc | 491,142 | $15.9M | 3.06% | −94,500−16.1% | Reduced |
| Summit Creek Advisors LLC | 504,105 | $16.4M | 2.13% | +75,293+17.6% | Added |
| Gabelli Funds LLC | 520,500 | $16.9M | 0.13% | +63,860+14.0% | Added |
| Kornitzer Capital Management Inc | 549,071 | $17.8M | 0.36% | −184,285−25.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 560,895 | $18.2M | 0.10% | +39,456+7.6% | Added |