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, Q3 2023
Institutional positions in Evolent Health, Inc. as of Sep 30, 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
- 203
- −12 vs. Q2 2023
- Shares held
- 122.2M
- +4.83M (+4.1%) vs. Q2 2023
- Total value
- $3.34B
- −$201.1M (−5.7%) vs. Q2 2023
- New holders
- 18
- 83 more added
- Sold out
- 30
- 73 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 43,602 | $1.19M | 0.31% | −23,452−35.0% | Reduced |
| Axiom Investors LLC | 44,760 | $1.22M | 0.02% | −13,175−22.7% | Reduced |
| Advisory Research Inc | 50,354 | $1.37M | 0.19% | −13,517−21.2% | Reduced |
| Alberta Investment Management Corp | 50,587 | $1.38M | 0.01% | −39,536−43.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,775 | $1.38M | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 54,983 | $1.50M | 0.01% | +1,955+3.7% | Added |
| Manufacturers Life Insurance Company, The | 55,007 | $1.50M | 0.00% | +10,896+24.7% | Added |
| UBS Group AG | 55,144 | $1.50M | 0.00% | −56,242−50.5% | Reduced |
| First Trust Advisors LP | 57,794 | $1.57M | 0.00% | −179−0.3% | Reduced |
| MetLife Investment Management | 58,068 | $1.58M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 65,217 | $1.78M | 0.01% | +38,912+147.9% | Added |
| Essex Investment Management Co LLC | 65,884 | $1.79M | 0.29% | −462−0.7% | Reduced |
| ERn Financial, LLC | 67,250 | $1.83M | 0.40% | +67,250 | New |
| Harbor Capital Advisors, Inc. | 68,656 | $1.87M | 0.40% | +8,108+13.4% | Added |
| Algert Global LLC | 69,139 | $1.88M | 0.09% | +69,139 | New |
| K2 Principal Fund, L.P. | 77,857 | $2.12M | 0.63% | +77,857 | New |
| Moody National Bank Trust Division | 79,162 | $2.16M | 0.14% | +16,900+27.1% | Added |
| Wells Fargo & Company | 80,182 | $2.18M | 0.00% | −45,240−36.1% | Reduced |
| Russell Investments Group, Ltd. | 80,749 | $2.20M | 0.00% | +7,161+9.7% | Added |
| Janus Henderson Group PLC | 85,535 | $2.33M | 0.00% | +18,051+26.7% | Added |
| Truist Financial Corp | 85,689 | $2.33M | 0.00% | −2,355−2.7% | Reduced |
| New York State Common Retirement Fund | 94,908 | $2.58M | 0.00% | +506+0.5% | Added |
| HSBC Holdings PLC | 95,783 | $2.61M | 0.00% | +7,626+8.7% | Added |
| State of New Jersey Common Pension Fund D | 96,351 | $2.62M | 0.01% | +14,133+17.2% | Added |
| Gamco Investors, Inc. Et Al | 97,000 | $2.64M | 0.03% | +500+0.5% | Added |
| Deutsche Bank AG | 97,956 | $2.67M | 0.00% | +7,188+7.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $2.67M | 0.03% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 103,320 | $2.81M | 0.52% | −16,172−13.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 106,100 | $2.89M | 0.41% | 00.0% | Unchanged |
| SEI Investments Co | 106,182 | $2.89M | 0.01% | −84,186−44.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 110,391 | $3.01M | 0.07% | +28,642+35.0% | Added |
| Legal & General Group Plc | 111,860 | $3.05M | 0.00% | +16,720+17.6% | Added |
| California State Teachers Retirement System | 118,961 | $3.24M | 0.00% | −5,635−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 124,025 | $3.38M | 0.01% | +65,671+112.5% | Added |
| State of Wisconsin Investment Board | 124,195 | $3.38M | 0.01% | −5,443−4.2% | Reduced |
| UBS Asset Management Americas Inc | 124,407 | $3.39M | 0.00% | +27,732+28.7% | Added |
| Barclays PLC | 129,981 | $3.54M | 0.00% | +29,672+29.6% | Added |
| Rhenman & Partners Asset Management AB | 145,000 | $3.95M | 0.43% | 00.0% | Unchanged |
| Rhumbline Advisers | 164,189 | $4.47M | 0.01% | +2,157+1.3% | Added |
| Ensign Peak Advisors, Inc | 180,569 | $4.92M | 0.01% | +149,959+489.9% | Added |
| Ameriprise Financial Inc | 199,009 | $5.42M | 0.00% | −90,169−31.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 213,543 | $5.81M | 0.01% | +62,043+41.0% | Added |
| Bridgewater Associates, LP | 222,967 | $6.07M | 0.04% | +16,453+8.0% | Added |
| Swiss National Bank | 235,300 | $6.41M | 0.01% | +17,700+8.1% | Added |
| Oberweis Asset Management Inc | 255,460 | $6.96M | 0.74% | +27,550+12.1% | Added |
| Bank of America Corp | 295,500 | $8.05M | 0.00% | −55,466−15.8% | Reduced |
| Formula Growth Ltd | 296,901 | $8.08M | 2.76% | −2,609−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 300,000 | $8.17M | 1.32% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 324,972 | $8.85M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 332,414 | $9.05M | 0.00% | +38,084+12.9% | Added |
| Peregrine Capital Management LLC | 358,788 | $9.77M | 0.29% | +12,973+3.8% | Added |
| Kennedy Capital Management, Inc. | 361,145 | $9.83M | 0.24% | +20,959+6.2% | Added |
| Rock Point Advisors, LLC | 375,271 | $10.2M | 3.54% | +44,823+13.6% | Added |
| Sectoral Asset Management Inc | 383,142 | $10.4M | 2.03% | −105,000−21.5% | Reduced |
| Nuveen Asset Management, LLC | 404,662 | $11.0M | 0.00% | −328,477−44.8% | Reduced |
| Putnam Investments LLC | 408,959 | $11.1M | 0.02% | +44,845+12.3% | Added |
| Redmile Group, LLC | 465,282 | $12.7M | 0.60% | +251,850+118.0% | Added |
| Glenmede Trust Co NA | 478,812 | $13.0M | 0.07% | −5,388−1.1% | Reduced |
| Balyasny Asset Management LLC | 500,583 | $13.6M | 0.04% | +133,380+36.3% | Added |
| Voya Investment Management LLC | 506,589 | $13.8M | 0.02% | −182,778−26.5% | Reduced |
| Gabelli Funds LLC | 525,500 | $14.3M | 0.12% | +5,000+1.0% | Added |
| Summit Creek Advisors LLC | 559,495 | $15.2M | 2.07% | +2,425+0.4% | Added |
| Morgan Stanley | 619,146 | $16.9M | 0.00% | +124,950+25.3% | Added |
| Price T Rowe Associates Inc | 637,878 | $17.4M | 0.00% | −212,383−25.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 677,360 | $18.4M | 0.11% | +51,169+8.2% | Added |
| Goldman Sachs Group Inc | 677,624 | $18.5M | 0.00% | −65,206−8.8% | Reduced |
| Eagle Asset Management Inc | 733,372 | $20.0M | 0.12% | −55,915−7.1% | Reduced |
| Victory Capital Management Inc | 785,361 | $21.4M | 0.02% | −197,089−20.1% | Reduced |
| Millennium Management LLC | 815,670 | $22.2M | 0.02% | −107,175−11.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 847,768 | $23.1M | 0.05% | +59,376+7.5% | Added |
| Charles Schwab Investment Management Inc | 858,996 | $23.4M | 0.01% | +107,963+14.4% | Added |
| Norges Bank | 877,098 | $23.9M | 0.00% | −342,822−28.1% | Reduced |
| Silvercrest Asset Management Group LLC | 1,010,067 | $27.5M | 0.21% | +115,516+12.9% | Added |
| Macquarie Group Ltd | 1,162,708 | $31.7M | 0.04% | −366,531−24.0% | Reduced |
| Northern Trust Corp | 1,217,726 | $33.2M | 0.01% | +29,692+2.5% | Added |
| Greenhouse Funds LLLP | 1,406,546 | $38.3M | 3.03% | +7,286+0.5% | Added |
| American Century Companies Inc | 1,438,243 | $39.2M | 0.03% | −52,155−3.5% | Reduced |
| Point72 Asset Management, L.P. | 1,475,600 | $40.2M | 0.14% | +1,475,600 | New |
| Bank of New York Mellon Corp | 1,655,609 | $45.1M | 0.01% | +133,038+8.7% | Added |
| Citadel Advisors LLC | 1,680,064 | $45.7M | 0.05% | +486,145+40.7% | Added |
| Credit Suisse AG | 1,758,971 | $47.9M | 0.05% | −49,586−2.7% | Reduced |
| Farallon Capital Management, L.L.C. | 1,900,909 | $51.8M | 0.29% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 1,907,612 | $51.9M | 1.67% | +1,063,363+126.0% | Added |
| Invesco Ltd. | 1,932,177 | $52.6M | 0.01% | −1,084,848−36.0% | Reduced |
| Loomis Sayles & Co L P | 2,044,613 | $55.7M | 0.10% | −196,807−8.8% | Reduced |
| Geode Capital Management, LLC | 2,217,449 | $60.4M | 0.01% | +241,337+12.2% | Added |
| Dimensional Fund Advisors LP | 2,227,011 | $60.6M | 0.02% | −218,081−8.9% | Reduced |
| Holocene Advisors, LP | 2,287,099 | $62.3M | 0.28% | +338,474+17.4% | Added |
| State Street Corp | 2,337,354 | $63.6M | 0.00% | +131,811+6.0% | Added |
| William Blair Investment Management, LLC | 2,622,449 | $71.4M | 0.24% | −48,511−1.8% | Reduced |
| Eventide Asset Management, LLC | 2,638,940 | $71.9M | 1.29% | +7960.0% | Added |
| Ra Capital Management, L.P. | 2,736,680 | $74.5M | 1.47% | +2,736,680 | New |
| Engaged Capital LLC | 2,832,810 | $77.1M | 14.06% | +1,085,558+62.1% | Added |
| Blair William & Co | 2,851,007 | $77.6M | 0.30% | +399,884+16.3% | Added |
| OrbiMed Advisors LLC | 2,895,632 | $78.8M | 1.82% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 2,954,010 | $80.4M | 2.87% | +39,660+1.4% | Added |
| Bellevue Group AG | 3,677,115 | $100.1M | 1.61% | +228,793+6.6% | Added |
| Rock Springs Capital Management LP | 3,865,000 | $105.2M | 2.82% | +61,500+1.6% | Added |
| Wellington Management Group LLP | 4,239,198 | $115.4M | 0.02% | +449,664+11.9% | Added |
| JPMorgan Chase & Co | 6,048,486 | $164.7M | 0.02% | +178,993+3.0% | Added |