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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 72,498 | $2.05M | 0.01% | −80,387−52.6% | Reduced |
| Truist Financial Corp | 71,894 | $2.03M | 0.00% | −7,374−9.3% | Reduced |
| Jefferies Financial Group Inc. | 67,820 | $1.92M | 0.03% | −108,793−61.6% | Reduced |
| Nomura Holdings Inc | 67,246 | $1.90M | 0.01% | +16,733+33.1% | Added |
| MetLife Investment Management | 66,730 | $1.89M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 64,992 | $1.84M | 0.00% | +584+0.9% | Added |
| Manufacturers Life Insurance Company, The | 64,954 | $1.84M | 0.00% | −2,545−3.8% | Reduced |
| Royal Bank of Canada | 64,603 | $1.83M | 0.00% | +36,811+132.5% | Added |
| State of New Jersey Common Pension Fund D | 62,732 | $1.77M | 0.01% | +62,732 | New |
| Corebridge Financial, Inc. | 61,727 | $1.75M | 0.01% | −382−0.6% | Reduced |
| Russell Investments Group, Ltd. | 60,211 | $1.70M | 0.00% | −18,763−23.8% | Reduced |
| Principal Financial Group Inc | 57,382 | $1.62M | 0.00% | +41,788+268.0% | Added |
| Comerica Bank | 53,758 | $1.52M | 0.01% | −7,250−11.9% | Reduced |
| Moody Aldrich Partners LLC | 50,259 | $1.42M | 0.26% | +50,259 | New |
| Verition Fund Management LLC | 46,558 | $1.32M | 0.01% | +27,882+149.3% | Added |
| Forest Hill Capital, LLC | 44,750 | $1.27M | 0.96% | −59,750−57.2% | Reduced |
| Redwood Investments, LLC | 44,035 | $1.25M | 0.37% | −9,745−18.1% | Reduced |
| Janus Henderson Group PLC | 43,850 | $1.24M | 0.00% | −8,400−16.1% | Reduced |
| Creative Planning | 43,262 | $1.22M | 0.00% | +25,171+139.1% | Added |
| WoodTrust Financial Corp | 42,650 | $1.21M | 0.17% | −3,500−7.6% | Reduced |
| Brown Advisory Inc | 41,946 | $1.19M | 0.00% | +27+0.1% | Added |
| Sectoral Asset Management Inc | 39,000 | $1.10M | 0.65% | −45,000−53.6% | Reduced |
| Altshuler Shaham Ltd | 38,376 | $1.09M | 0.07% | −7,500−16.3% | Reduced |
| Harvest Management LLC | 38,000 | $1.07M | 0.60% | +38,000 | New |
| Voya Investment Management LLC | 37,562 | $1.06M | 0.00% | −779−2.0% | Reduced |
| HB Wealth Management, LLC | 37,135 | $1.05M | 0.01% | −10,605−22.2% | Reduced |
| Ensign Peak Advisors, Inc | 36,089 | $1.02M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,348 | $999.6K | 0.00% | −9,800−21.7% | Reduced |
| Intech Investment Management LLC | 34,975 | $989.1K | 0.01% | +34,975 | New |
| Allianz Asset Management GmbH | 34,044 | $962.8K | 0.00% | +12,436+57.6% | Added |
| IMA Wealth, Inc. | 32,557 | $920.7K | 0.20% | −3,952−10.8% | Reduced |
| Values First Advisors, Inc. | 32,129 | $908.6K | 0.49% | +5,583+21.0% | Added |
| SG Americas Securities, LLC | 31,496 | $891.0K | 0.00% | +31,496 | New |
| State Board of Administration of Florida Retirement System | 31,444 | $889.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 30,467 | $864.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 30,274 | $856.1K | 0.00% | −79,569−72.4% | Reduced |
| Danske Bank A/S | 30,231 | $854.9K | 0.00% | +30,231 | New |
| Oppenheimer & Co Inc | 30,222 | $854.7K | 0.01% | +30,222 | New |
| S&CO Inc | 30,000 | $848.0K | 0.06% | 00.0% | Unchanged |
| ERn Financial, LLC | 29,574 | $836.4K | 0.13% | −30,000−50.4% | Reduced |
| Qsemble Capital Management, LP | 29,303 | $828.7K | 0.15% | +29,303 | New |
| Hollencrest Capital Management | 28,500 | $806.0K | 0.03% | −66,825−70.1% | Reduced |
| Arizona State Retirement System | 28,444 | $804.4K | 0.01% | −639−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,753 | $784.9K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25,549 | $722.5K | 0.42% | +25,549 | New |
| BNP Paribas Arbitrage, SA | 25,469 | $720.3K | 0.00% | +15,299+150.4% | Added |
| Seven Eight Capital, LP | 25,121 | $710.4K | 0.06% | +3,356+15.4% | Added |
| Silphium Asset Management Ltd | 25,000 | $707.0K | 0.25% | +25,000 | New |
| ClariVest Asset Management LLC | 36,046 | $689.2K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 24,145 | $682.8K | 0.33% | +24,145 | New |
| Algert Global LLC | 23,025 | $651.1K | 0.02% | +12,570+120.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,832 | $645.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,815 | $616.9K | 0.00% | +6,758+44.9% | Added |
| Handelsbanken Fonder AB | 20,900 | $591.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20,475 | $579.0K | 0.32% | +20,475 | New |
| Raymond James & Associates | 17,598 | $497.7K | 0.00% | +249+1.4% | Added |
| Ascent Group, LLC | 16,765 | $474.1K | 0.04% | −9,300−35.7% | Reduced |
| Los Angeles Capital Management LLC | 15,191 | $429.6K | 0.00% | +15,191 | New |
| Brophy Wealth Management, LLC | 14,310 | $404.7K | 0.14% | +14,310 | New |
| Janney Montgomery Scott LLC | 14,152 | $400.0K | 0.00% | +14,152 | New |
| Victory Capital Management Inc | 14,048 | $397.3K | 0.00% | −241−1.7% | Reduced |
| Eagle Asset Management Inc | 29,001 | $387.5K | 0.00% | −616,845−95.5% | Reduced |
| XTX Topco Ltd | 13,590 | $384.3K | 0.03% | −29,791−68.7% | Reduced |
| RSM US Wealth Management LLC | 14,169 | $383.3K | 0.01% | +340+2.5% | Added |
| Harbour Investments, Inc. | 13,376 | $378.3K | 0.01% | −340−2.5% | Reduced |
| PEAK6 Investments LLC | 12,649 | $357.7K | 0.02% | +12,649 | New |
| Pictet Asset Management Holding SA | 12,442 | $351.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,256 | $346.6K | 0.00% | −124−1.0% | Reduced |
| Guggenheim Capital LLC | 12,170 | $344.2K | 0.00% | +64+0.5% | Added |
| Public Employees Retirement Association of Colorado | 12,148 | $344.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,041 | $340.5K | 0.00% | −13,254−52.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,577 | $327.0K | 0.03% | −101,971−89.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,404 | $322.5K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,283 | $319.1K | 0.03% | +11,283 | New |
| CI Private Wealth, LLC | 10,946 | $309.6K | 0.00% | +10,946 | New |
| Gabelli & Co Investment Advisers, Inc. | 10,250 | $289.9K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,211 | $288.8K | 0.03% | +11+0.1% | Added |
| Chicago Capital, LLC | 10,073 | $284.9K | 0.01% | 00.0% | Unchanged |
| Cowen and Company, LLC | 10,000 | $282.8K | 0.01% | +10,000 | New |
| Lighthouse Investment Partners, LLC | 9,898 | $279.9K | 0.02% | +9,898 | New |
| LPL Financial LLC | 9,876 | $279.3K | 0.00% | +9,876 | New |
| Wolverine Trading, LLC | 9,169 | $268.7K | 0.01% | −3,458−27.4% | Reduced |
| Cetera Trust Company, N.A | 9,330 | $263.9K | 0.16% | +220+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,300 | $263.0K | 0.07% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,260 | $261.9K | 0.01% | +9,260 | New |
| ExodusPoint Capital Management, LP | 9,202 | $260.0K | 0.00% | −23,337−71.7% | Reduced |
| Johnson Investment Counsel Inc | 9,065 | $256.4K | 0.00% | +9,065 | New |
| Cresset Asset Management, LLC | 9,049 | $255.9K | 0.00% | +9,049 | New |
| Stephens Inc | 7,809 | $220.8K | 0.00% | −3,948−33.6% | Reduced |
| Xponance, Inc. | 7,584 | $214.5K | 0.00% | +7,584 | New |
| Park Avenue Securities LLC | 7,489 | $212.0K | 0.00% | +7,489 | New |
| Point72 (DIFC) Ltd | 7,388 | $208.9K | 0.02% | −337−4.4% | Reduced |
| Atria Investments LLC | 7,354 | $208.0K | 0.00% | +7,354 | New |
| Corton Capital Inc. | 7,230 | $204.5K | 0.10% | +7,230 | New |
| Chicago Partners Investment Group LLC | 9,096 | $203.8K | 0.01% | −1,019−10.1% | Reduced |
| AQR Capital Management LLC | 7,192 | $203.4K | 0.00% | +7,192 | New |
| Mackenzie Financial Corp | 7,133 | $201.7K | 0.00% | −27,650−79.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,993 | $197.8K | 0.01% | −15,671−69.1% | Reduced |
| US Bancorp | 6,579 | $186.1K | 0.00% | +4,232+180.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,507 | $184.0K | 0.03% | +6,254+2,471.9% | Added |