Evolent Health, Inc.

EVH

Exchange: NYSE
Industry: Services-Management Services
SEC CIK: 0001628908

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Evolent Health, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of EVH: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	203	1	234	+32
Shares	122.2M	23	126.5M	+4.27M (+3.5%)
Value	$3.34B	$0	$4.18B	+$834.6M (+25.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Evolent Health, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EVH in Q4 2023
Institution	Shares	Value	% of portfolio
Hodges Capital Management Inc.	266,212	$8.79M	0.47%
Integral Health Asset Management, LLC	250,000	$8.26M	1.19%
Candriam Luxembourg S.C.A.	178,663	$5.90M	0.04%
Schroder Investment Management Group	140,321	$4.63M	0.01%
Tudor Investment Corp Et Al	109,313	$3.61M	0.05%
Lazard Asset Management LLC	108,632	$3.59M	0.00%
Simplex Trading, LLC	82,478	$2.72M	0.08%
First Light Asset Management, LLC	81,722	$2.70M	0.22%
Pura Vida Investments, LLC	64,573	$2.13M	2.33%
Lisanti Capital Growth, LLC	54,190	$1.79M	0.42%
HB Wealth Management, LLC	43,139	$1.42M	0.02%
Woodline Partners LP	40,957	$1.35M	0.01%
Susquehanna International Group, LLP	35,798	$1.18M	0.00%
Winton Group Ltd	21,147	$698.5K	0.05%
Squarepoint Ops LLC	21,033	$694.7K	0.00%
Redwood Investment Management, LLC	18,906	$624.0K	0.06%
State of Tennessee, Treasury Department	18,284	$603.9K	0.00%
Pearl River Capital, LLC	17,065	$563.7K	0.09%
Graham Capital Management, L.P.	16,483	$544.4K	0.02%
HN Saltoro Capital, LP	15,000	$495.4K	1.90%
Centiva Capital, LP	14,918	$492.7K	0.03%
Qube Research & Technologies Ltd	14,567	$481.1K	0.00%
Bank of Montreal	12,537	$420.6K	0.00%
Aquatic Capital Management LLC	11,900	$393.0K	0.01%
Walleye Trading LLC	10,966	$362.2K	0.01%
Creative Planning	9,853	$325.4K	0.00%
Cetera Trust Company, N.A	9,160	$302.6K	0.19%
Northwestern Mutual Wealth Management Co	8,035	$265.4K	0.00%
LPL Financial LLC	7,783	$257.1K	0.00%
CIBC Private Wealth Group, LLC	7,135	$235.7K	0.00%
Mackenzie Financial Corp	7,133	$235.6K	0.00%
Cresset Asset Management, LLC	7,063	$233.3K	0.00%
Chicago Partners Investment Group LLC	7,351	$228.0K	0.01%
Xponance, Inc.	6,709	$221.6K	0.00%
Franklin Resources Inc	6,621	$218.7K	0.00%
Johnson Investment Counsel Inc	6,341	$209.4K	0.00%
SG Americas Securities, LLC	4,244	$140.0K	0.00%
Caption Management, LLC	2,500	$82.6K	0.01%
NBC Securities, Inc.	2,111	$69.0K	0.01%
ICA Group Wealth Management, LLC	1,000	$33.0K	0.01%
EntryPoint Capital, LLC	825	$27.3K	0.03%
Principal Securities, Inc.	498	$16.4K	0.00%
Planning Capital Management Corp	491	$16.2K	0.01%
Assetmark, Inc	150	$4.96K	0.00%
Advisory Services Network, LLC	100	$3.30K	0.00%
Farther Finance Advisors, LLC	53	$1.75K	0.00%
Naples Money Management LLC	43	$1.42K	0.00%
Private Wealth Management Group, LLC	33	$1.09K	0.00%
First Horizon Advisors, Inc.	19	$627	0.00%
GAMMA Investing LLC	21	$618	0.00%
Capital Advisors, Ltd. LLC	4	$0	0.00%

Sold out (19)

Institutions that held Evolent Health, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EVH in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Greenhouse Funds LLLP	1,406,546	$38.3M
Sectoral Asset Management Inc	383,142	$10.4M
Parkman Healthcare Partners LLC	103,320	$2.81M
K2 Principal Fund, L.P.	77,857	$2.12M
Essex Investment Management Co LLC	65,884	$1.79M
Advisory Research Inc	50,354	$1.37M
ExodusPoint Capital Management, LP	34,961	$952.0K
Left Brain Wealth Management, LLC	30,935	$842.4K
Schonfeld Strategic Advisors LLC	25,300	$688.9K
Polar Capital Holdings Plc	23,910	$651.1K
Natixis	15,157	$412.7K
Maven Securities LTD	10,000	$272.3K
Teacher Retirement System of Texas	8,293	$226.0K
Allspring Global Investments Holdings, LLC	3,350	$91.2K
Headinvest, LLC	225	$6.05K
Fisher Asset Management, LLC	170	$4.63K
Massmutual Trust Co FSB	63	$1.72K
GPS Wealth Strategies Group, LLC	50	$1.36K
AdvisorNet Financial, Inc	8	$218

Not filed for Q4 2023 yet (1)

Institutions that held Evolent Health, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVH in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Steward Financial Group LLC	23	$0