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 2024
Institutional positions in Evolent Health, Inc. as of Sep 30, 2024. 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
- 262
- +22 vs. Q2 2024
- Shares held
- 129.5M
- +8.54M (+7.1%) vs. Q2 2024
- Total value
- $3.66B
- +$1.35B (+58.3%) vs. Q2 2024
- New holders
- 60
- 75 more added
- Sold out
- 38
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 29,001 | $387.5K | 0.00% | −616,845−95.5% | Reduced |
| Victory Capital Management Inc | 14,048 | $397.3K | 0.00% | −241−1.7% | Reduced |
| Janney Montgomery Scott LLC | 14,152 | $400.0K | 0.00% | +14,152 | New |
| Brophy Wealth Management, LLC | 14,310 | $404.7K | 0.14% | +14,310 | New |
| Los Angeles Capital Management LLC | 15,191 | $429.6K | 0.00% | +15,191 | New |
| Ascent Group, LLC | 16,765 | $474.1K | 0.04% | −9,300−35.7% | Reduced |
| Raymond James & Associates | 17,598 | $497.7K | 0.00% | +249+1.4% | Added |
| HighMark Wealth Management LLC | 20,475 | $579.0K | 0.32% | +20,475 | New |
| Handelsbanken Fonder AB | 20,900 | $591.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,815 | $616.9K | 0.00% | +6,758+44.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,832 | $645.7K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 23,025 | $651.1K | 0.02% | +12,570+120.2% | Added |
| Ironwood Investment Management LLC | 24,145 | $682.8K | 0.33% | +24,145 | New |
| ClariVest Asset Management LLC | 36,046 | $689.2K | 0.07% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 25,000 | $707.0K | 0.25% | +25,000 | New |
| Seven Eight Capital, LP | 25,121 | $710.4K | 0.06% | +3,356+15.4% | Added |
| BNP Paribas Arbitrage, SA | 25,469 | $720.3K | 0.00% | +15,299+150.4% | Added |
| Friedenthal Financial | 25,549 | $722.5K | 0.42% | +25,549 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,753 | $784.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 28,444 | $804.4K | 0.01% | −639−2.2% | Reduced |
| Hollencrest Capital Management | 28,500 | $806.0K | 0.03% | −66,825−70.1% | Reduced |
| Qsemble Capital Management, LP | 29,303 | $828.7K | 0.15% | +29,303 | New |
| ERn Financial, LLC | 29,574 | $836.4K | 0.13% | −30,000−50.4% | Reduced |
| S&CO Inc | 30,000 | $848.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 30,222 | $854.7K | 0.01% | +30,222 | New |
| Danske Bank A/S | 30,231 | $854.9K | 0.00% | +30,231 | New |
| First Trust Advisors LP | 30,274 | $856.1K | 0.00% | −79,569−72.4% | Reduced |
| Great West Life Assurance Co | 30,467 | $864.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 31,444 | $889.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 31,496 | $891.0K | 0.00% | +31,496 | New |
| Values First Advisors, Inc. | 32,129 | $908.6K | 0.49% | +5,583+21.0% | Added |
| IMA Wealth, Inc. | 32,557 | $920.7K | 0.20% | −3,952−10.8% | Reduced |
| Allianz Asset Management GmbH | 34,044 | $962.8K | 0.00% | +12,436+57.6% | Added |
| Intech Investment Management LLC | 34,975 | $989.1K | 0.01% | +34,975 | New |
| New York State Common Retirement Fund | 35,348 | $999.6K | 0.00% | −9,800−21.7% | Reduced |
| Ensign Peak Advisors, Inc | 36,089 | $1.02M | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 37,135 | $1.05M | 0.01% | −10,605−22.2% | Reduced |
| Voya Investment Management LLC | 37,562 | $1.06M | 0.00% | −779−2.0% | Reduced |
| Harvest Management LLC | 38,000 | $1.07M | 0.60% | +38,000 | New |
| Altshuler Shaham Ltd | 38,376 | $1.09M | 0.07% | −7,500−16.3% | Reduced |
| Sectoral Asset Management Inc | 39,000 | $1.10M | 0.65% | −45,000−53.6% | Reduced |
| Brown Advisory Inc | 41,946 | $1.19M | 0.00% | +27+0.1% | Added |
| WoodTrust Financial Corp | 42,650 | $1.21M | 0.17% | −3,500−7.6% | Reduced |
| Creative Planning | 43,262 | $1.22M | 0.00% | +25,171+139.1% | Added |
| Janus Henderson Group PLC | 43,850 | $1.24M | 0.00% | −8,400−16.1% | Reduced |
| Redwood Investments, LLC | 44,035 | $1.25M | 0.37% | −9,745−18.1% | Reduced |
| Forest Hill Capital, LLC | 44,750 | $1.27M | 0.96% | −59,750−57.2% | Reduced |
| Verition Fund Management LLC | 46,558 | $1.32M | 0.01% | +27,882+149.3% | Added |
| Moody Aldrich Partners LLC | 50,259 | $1.42M | 0.26% | +50,259 | New |
| Comerica Bank | 53,758 | $1.52M | 0.01% | −7,250−11.9% | Reduced |
| Principal Financial Group Inc | 57,382 | $1.62M | 0.00% | +41,788+268.0% | Added |
| Russell Investments Group, Ltd. | 60,211 | $1.70M | 0.00% | −18,763−23.8% | Reduced |
| Corebridge Financial, Inc. | 61,727 | $1.75M | 0.01% | −382−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 62,732 | $1.77M | 0.01% | +62,732 | New |
| Royal Bank of Canada | 64,603 | $1.83M | 0.00% | +36,811+132.5% | Added |
| Manufacturers Life Insurance Company, The | 64,954 | $1.84M | 0.00% | −2,545−3.8% | Reduced |
| Marshall Wace, LLP | 64,992 | $1.84M | 0.00% | +584+0.9% | Added |
| MetLife Investment Management | 66,730 | $1.89M | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 67,246 | $1.90M | 0.01% | +16,733+33.1% | Added |
| Jefferies Financial Group Inc. | 67,820 | $1.92M | 0.03% | −108,793−61.6% | Reduced |
| Truist Financial Corp | 71,894 | $2.03M | 0.00% | −7,374−9.3% | Reduced |
| Bridgewater Associates, LP | 72,498 | $2.05M | 0.01% | −80,387−52.6% | Reduced |
| Natixis | 73,101 | $2.07M | 0.01% | +73,101 | New |
| Envestnet Asset Management Inc | 73,510 | $2.08M | 0.00% | +13,512+22.5% | Added |
| Bayesian Capital Management, LP | 76,135 | $2.15M | 0.25% | +49,800+189.1% | Added |
| Sterling Capital Management LLC | 77,920 | $2.20M | 0.03% | +77,920 | New |
| Federated Hermes, Inc. | 89,717 | $2.54M | 0.01% | −238,389−72.7% | Reduced |
| Wells Fargo & Company | 90,206 | $2.55M | 0.00% | −835−0.9% | Reduced |
| HRT Financial LP | 90,803 | $2.57M | 0.01% | +29,625+48.4% | Added |
| California State Teachers Retirement System | 94,653 | $2.68M | 0.00% | −7,538−7.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $2.77M | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 104,023 | $2.94M | 0.02% | −906−0.9% | Reduced |
| Legal & General Group Plc | 108,625 | $3.07M | 0.00% | −7,262−6.3% | Reduced |
| Nordea Investment Management AB | 121,901 | $3.52M | 0.00% | −4,939−3.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 124,850 | $3.53M | 0.01% | −360.0% | Reduced |
| SEI Investments Co | 126,418 | $3.58M | 0.00% | +37,364+42.0% | Added |
| Gamco Investors, Inc. Et Al | 137,100 | $3.88M | 0.04% | +5,300+4.0% | Added |
| UBS Group AG | 141,625 | $4.01M | 0.00% | +21,418+17.8% | Added |
| Schroder Investment Management Group | 139,976 | $4.10M | 0.00% | +27,810+24.8% | Added |
| Citigroup Inc | 146,893 | $4.15M | 0.00% | +120,129+448.8% | Added |
| Deutsche Bank AG | 152,713 | $4.32M | 0.00% | +13,798+9.9% | Added |
| Scout Investments, Inc. | 166,514 | $4.51M | 0.12% | +1,909+1.2% | Added |
| Susquehanna International Group, LLP | 163,928 | $4.64M | 0.01% | +33,793+26.0% | Added |
| Tudor Investment Corp Et Al | 165,491 | $4.68M | 0.05% | −249,713−60.1% | Reduced |
| Moody National Bank Trust Division | 169,203 | $4.79M | 0.51% | +56,433+50.0% | Added |
| Rhumbline Advisers | 170,140 | $4.81M | 0.00% | −9,919−5.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 175,000 | $4.95M | 0.23% | −25,000−12.5% | Reduced |
| Formula Growth Ltd | 186,926 | $5.29M | 1.82% | +15,375+9.0% | Added |
| Swiss National Bank | 192,900 | $5.46M | 0.00% | −11,300−5.5% | Reduced |
| Citadel Advisors LLC | 198,471 | $5.61M | 0.01% | −645,047−76.5% | Reduced |
| Integral Health Asset Management, LLC | 200,000 | $5.66M | 0.67% | +200,000 | New |
| Summit Creek Advisors LLC | 200,478 | $5.67M | 0.77% | −342,763−63.1% | Reduced |
| State of Wisconsin Investment Board | 211,915 | $5.99M | 0.02% | −556−0.3% | Reduced |
| TIG Advisors, LLC | 214,645 | $6.07M | 0.41% | +214,645 | New |
| Hodges Capital Management Inc. | 218,240 | $6.17M | 0.40% | −287,395−56.8% | Reduced |
| Alliancebernstein L.P. | 227,757 | $6.44M | 0.00% | +64,639+39.6% | Added |
| Salem Investment Counselors Inc | 228,786 | $6.47M | 0.19% | +2,885+1.3% | Added |
| Jane Street Group, LLC | 236,263 | $6.68M | 0.01% | −7,985−3.3% | Reduced |
| Shay Capital LLC | 237,500 | $6.72M | 1.98% | +237,500 | New |
| Polar Asset Management Partners Inc. | 240,600 | $6.80M | 0.16% | +240,600 | New |