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, Q4 2023
Institutional positions in Evolent Health, Inc. as of Dec 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
- 234
- +32 vs. Q3 2023
- Shares held
- 126.5M
- +4.27M (+3.5%) vs. Q3 2023
- Total value
- $4.18B
- +$834.6M (+25.0%) vs. Q3 2023
- New holders
- 51
- 91 more added
- Sold out
- 19
- 66 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ascent Group, LLC | 19,780 | $622.3K | 0.06% | +4,180+26.8% | Added |
| Redwood Investment Management, LLC | 18,906 | $624.0K | 0.06% | +18,906 | New |
| Perfromance Wealth Partners, LLC | 19,282 | $636.9K | 0.03% | −1,805−8.6% | Reduced |
| Squarepoint Ops LLC | 21,033 | $694.7K | 0.00% | +21,033 | New |
| Winton Group Ltd | 21,147 | $698.5K | 0.05% | +21,147 | New |
| Raymond James & Associates | 23,355 | $771.4K | 0.00% | −5,138−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,355 | $771.4K | 0.00% | +2,677+12.9% | Added |
| Envestnet Asset Management Inc | 24,822 | $819.9K | 0.00% | +6,566+36.0% | Added |
| Tower Research Capital LLC (TRC) | 25,521 | $843.0K | 0.01% | +21,744+575.7% | Added |
| Arizona State Retirement System | 30,074 | $993.3K | 0.01% | −402−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $1.04M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 32,406 | $1.07M | 0.00% | +7,661+31.0% | Added |
| Susquehanna International Group, LLP | 35,798 | $1.18M | 0.00% | +35,798 | New |
| ClariVest Asset Management LLC | 36,089 | $1.19M | 0.07% | −6,400−15.1% | Reduced |
| Great West Life Assurance Co | 36,458 | $1.20M | 0.00% | +3,505+10.6% | Added |
| Brown Advisory Inc | 36,870 | $1.22M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 37,910 | $1.25M | 0.00% | −142,659−79.0% | Reduced |
| Genesee Capital Advisors, LLC | 38,390 | $1.27M | 0.78% | +825+2.2% | Added |
| Algert Global LLC | 38,590 | $1.27M | 0.05% | −30,549−44.2% | Reduced |
| IMA Wealth, Inc. | 39,346 | $1.30M | 0.65% | −4,256−9.8% | Reduced |
| Altshuler Shaham Ltd | 40,609 | $1.34M | 0.07% | +25,609+170.7% | Added |
| Woodline Partners LP | 40,957 | $1.35M | 0.01% | +40,957 | New |
| First Trust Advisors LP | 41,790 | $1.38M | 0.00% | −16,004−27.7% | Reduced |
| Alberta Investment Management Corp | 42,848 | $1.42M | 0.01% | −7,739−15.3% | Reduced |
| WoodTrust Financial Corp | 42,850 | $1.42M | 0.24% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 43,139 | $1.42M | 0.02% | +43,139 | New |
| Royal Bank of Canada | 49,604 | $1.64M | 0.00% | +21,807+78.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,059 | $1.65M | 0.00% | −716−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 53,102 | $1.75M | 0.00% | −70,923−57.2% | Reduced |
| Manufacturers Life Insurance Company, The | 54,094 | $1.79M | 0.00% | −913−1.7% | Reduced |
| Lisanti Capital Growth, LLC | 54,190 | $1.79M | 0.42% | +54,190 | New |
| American International Group, Inc. | 54,762 | $1.81M | 0.01% | −221−0.4% | Reduced |
| Two Sigma Investments, LP | 55,093 | $1.82M | 0.00% | +31,161+130.2% | Added |
| MetLife Investment Management | 58,068 | $1.92M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 59,421 | $1.96M | 0.38% | −9,235−13.5% | Reduced |
| ERn Financial, LLC | 67,250 | $2.01M | 0.38% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 64,573 | $2.13M | 2.33% | +64,573 | New |
| Comerica Bank | 65,502 | $2.16M | 0.01% | +285+0.4% | Added |
| Janus Henderson Group PLC | 76,415 | $2.52M | 0.00% | −9,120−10.7% | Reduced |
| First Light Asset Management, LLC | 81,722 | $2.70M | 0.22% | +81,722 | New |
| Simplex Trading, LLC | 82,478 | $2.72M | 0.08% | +82,478 | New |
| Wells Fargo & Company | 83,713 | $2.77M | 0.00% | +3,531+4.4% | Added |
| Truist Financial Corp | 85,226 | $2.82M | 0.00% | −463−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 86,442 | $2.86M | 0.01% | −9,909−10.3% | Reduced |
| Moody National Bank Trust Division | 86,444 | $2.86M | 0.22% | +7,282+9.2% | Added |
| Gamco Investors, Inc. Et Al | 97,000 | $3.20M | 0.03% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $3.24M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 98,088 | $3.24M | 0.01% | +17,339+21.5% | Added |
| New York State Common Retirement Fund | 101,472 | $3.35M | 0.00% | +6,564+6.9% | Added |
| Deutsche Bank AG | 101,679 | $3.36M | 0.00% | +3,723+3.8% | Added |
| McKinley Capital Management LLC /Delaware | 106,100 | $3.50M | 0.45% | 00.0% | Unchanged |
| HSBC Holdings PLC | 107,155 | $3.54M | 0.00% | +11,372+11.9% | Added |
| Lazard Asset Management LLC | 108,632 | $3.59M | 0.00% | +108,632 | New |
| Tudor Investment Corp Et Al | 109,313 | $3.61M | 0.05% | +109,313 | New |
| SEI Investments Co | 109,982 | $3.63M | 0.01% | +3,800+3.6% | Added |
| Legal & General Group Plc | 112,250 | $3.71M | 0.00% | +390+0.3% | Added |
| HighTower Advisors, LLC | 114,186 | $3.76M | 0.01% | +105,459+1,208.4% | Added |
| California State Teachers Retirement System | 113,952 | $3.76M | 0.01% | −5,009−4.2% | Reduced |
| Group One Trading, L.P. | 115,044 | $3.80M | 0.12% | +113,923+10,162.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 119,837 | $3.96M | 0.01% | −93,706−43.9% | Reduced |
| UBS Group AG | 125,566 | $4.15M | 0.00% | +70,422+127.7% | Added |
| UBS Asset Management Americas Inc | 131,970 | $4.36M | 0.00% | +7,563+6.1% | Added |
| Schroder Investment Management Group | 140,321 | $4.63M | 0.01% | +140,321 | New |
| Axiom Investors LLC | 142,545 | $4.71M | 0.05% | +97,785+218.5% | Added |
| Rhumbline Advisers | 162,064 | $5.35M | 0.01% | −2,125−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 178,663 | $5.90M | 0.04% | +178,663 | New |
| Bridgewater Associates, LP | 204,377 | $6.75M | 0.04% | −18,590−8.3% | Reduced |
| Swiss National Bank | 212,000 | $7.00M | 0.01% | −23,300−9.9% | Reduced |
| Oberweis Asset Management Inc | 214,540 | $7.09M | 0.66% | −40,920−16.0% | Reduced |
| Rhenman & Partners Asset Management AB | 230,000 | $7.60M | 0.76% | +85,000+58.6% | Added |
| Ameriprise Financial Inc | 247,290 | $8.17M | 0.00% | +48,281+24.3% | Added |
| State of Wisconsin Investment Board | 247,552 | $8.18M | 0.02% | +123,357+99.3% | Added |
| Zevenbergen Capital Investments LLC | 249,750 | $8.25M | 0.19% | +232,000+1,307.0% | Added |
| Integral Health Asset Management, LLC | 250,000 | $8.26M | 1.19% | +250,000 | New |
| Formula Growth Ltd | 253,001 | $8.36M | 2.68% | −43,900−14.8% | Reduced |
| Barclays PLC | 257,299 | $8.50M | 0.00% | +127,318+98.0% | Added |
| Hodges Capital Management Inc. | 266,212 | $8.79M | 0.47% | +266,212 | New |
| Bank of America Corp | 285,705 | $9.44M | 0.00% | −9,795−3.3% | Reduced |
| Peregrine Capital Management LLC | 306,558 | $10.1M | 0.30% | −52,230−14.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 311,424 | $10.3M | 0.26% | +201,033+182.1% | Added |
| Jane Street Group, LLC | 324,625 | $10.7M | 0.01% | +287,220+767.9% | Added |
| Guggenheim Capital LLC | 324,972 | $10.7M | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 346,912 | $11.5M | 0.03% | −153,671−30.7% | Reduced |
| Alliancebernstein L.P. | 347,812 | $11.5M | 0.00% | +15,398+4.6% | Added |
| Kennedy Capital Management, Inc. | 360,127 | $11.9M | 0.26% | −1,018−0.3% | Reduced |
| Rock Point Advisors, LLC | 383,511 | $12.7M | 3.84% | +8,240+2.2% | Added |
| Nuveen Asset Management, LLC | 392,137 | $13.0M | 0.00% | −12,525−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 400,000 | $13.2M | 1.77% | +100,000+33.3% | Added |
| Glenmede Trust Co NA | 466,924 | $15.4M | 0.08% | −11,888−2.5% | Reduced |
| Putnam Investments LLC | 500,779 | $16.5M | 0.02% | +91,820+22.5% | Added |
| Voya Investment Management LLC | 509,592 | $16.8M | 0.02% | +3,003+0.6% | Added |
| Gabelli Funds LLC | 525,500 | $17.4M | 0.13% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 570,360 | $18.8M | 2.52% | +10,865+1.9% | Added |
| Morgan Stanley | 578,435 | $19.1M | 0.00% | −40,711−6.6% | Reduced |
| Price T Rowe Associates Inc | 641,958 | $21.2M | 0.00% | +4,080+0.6% | Added |
| Victory Capital Management Inc | 657,518 | $21.7M | 0.02% | −127,843−16.3% | Reduced |
| Goldman Sachs Group Inc | 678,425 | $22.4M | 0.00% | +801+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 757,114 | $25.0M | 0.13% | +79,754+11.8% | Added |
| Citadel Advisors LLC | 795,749 | $26.3M | 0.03% | −884,315−52.6% | Reduced |
| Eagle Asset Management Inc | 809,540 | $26.7M | 0.14% | +76,168+10.4% | Added |