Evolent Health Inc (EVH) Ownership

27.65 ↓0.67 (-2.37%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Evolent Health Inc (EVH), owning a total of 12.9 million shares. Combined, the top 30 institutional holders of EVH own 94.72% of the company with a total of 107.6 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of EVH by 2 million shares. 13 institutions bought 7,599,795 total additional shares and increased their ownership by an average of 16.61%. However 7 institutions sold 5,634,921 total shares and decreased their ownership by an average of 11.78%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Evolent Health increased by a net total of 1,964,874 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	11.318%	-21.873%	12,890,729	-3,609,017	2023-12-31
Vanguard Group Inc	9.501%	2.140%	10,821,331	226,691	2023-12-31
BlackRock Inc	7.397%	7.476%	8,424,802	586,059	2023-12-31
Wellington Management Company LLP	7.299%	96.102%	8,313,157	4,073,959	2023-12-31
JPMorgan Chase & Co	5.196%	-2.163%	5,917,684	-130,802	2023-12-31
Rock Springs Capital Management LP	3.477%	2.458%	3,960,000	95,000	2023-12-31
William Blair Investment Management, LLC	3.318%	44.081%	3,778,453	1,156,004	2023-12-31
Engaged Capital LLC	2.864%	15.132%	3,261,458	428,648	2023-12-31
Blair William & Co	2.669%	6.635%	3,040,157	189,150	2023-12-31
Granahan Investment Management Inc..	2.549%	-1.720%	2,903,191	-50,819	2023-12-31
Orbimed Advisors, LLC	2.412%	-5.149%	2,746,532	-149,100	2023-12-31
Eventide Asset Management, LLC	2.317%	0.000%	2,638,946	6	2023-12-31
RA Capital Management, LLC	2.238%	-6.853%	2,549,132	-187,548	2023-12-31
State Street Corporation	2.165%	5.503%	2,465,973	128,619	2023-12-31
Bellevue Group AG	2.087%	-35.357%	2,376,992	-1,300,123	2023-12-31
Geode Capital Management, LLC	2.077%	6.673%	2,365,416	147,967	2023-12-31
Farallon Capital Management, L.L.C.	1.900%	13.836%	2,163,909	263,000	2023-12-31
Amvescap Plc.	1.821%	7.363%	2,074,448	142,271	2023-12-31
Hood River Capital Management LLC	1.818%	8.514%	2,070,033	162,421	2023-12-31
Dimensional Fund Advisors, Inc.	1.757%	-9.318%	2,019,499	-207,512	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	11.318%	-21.873%	12,890,729	-3,609,017	2023-12-31
Vanguard Group Inc	9.501%	2.140%	10,821,331	226,691	2023-12-31
BlackRock Inc	7.397%	7.476%	8,424,802	586,059	2023-12-31
Wellington Management Company LLP	7.299%	96.102%	8,313,157	4,073,959	2023-12-31
JPMorgan Chase & Co	5.196%	-2.163%	5,917,684	-130,802	2023-12-31
Rock Springs Capital Management LP	3.477%	2.458%	3,960,000	95,000	2023-12-31
William Blair Investment Management, LLC	3.318%	44.081%	3,778,453	1,156,004	2023-12-31
Point72 Asset Management, L.P.	2.903%	83.455%	3,270,676	1,487,856	2022-12-31
Engaged Capital LLC	2.864%	15.132%	3,261,458	428,648	2023-12-31
Blair William & Co	2.669%	6.635%	3,040,157	189,150	2023-12-31
Granahan Investment Management Inc..	2.549%	-1.720%	2,903,191	-50,819	2023-12-31
Orbimed Advisors, LLC	2.412%	-5.149%	2,746,532	-149,100	2023-12-31
Eventide Asset Management, LLC	2.317%	0.000%	2,638,946	6	2023-12-31
Citadel Advisors Llc	2.307%	54.890%	2,598,821	920,972	2022-12-31
RA Capital Management, LLC	2.238%	-6.853%	2,549,132	-187,548	2023-12-31
State Street Corporation	2.165%	5.503%	2,465,973	128,619	2023-12-31
Bellevue Group AG	2.087%	-35.357%	2,376,992	-1,300,123	2023-12-31
Geode Capital Management, LLC	2.077%	6.673%	2,365,416	147,967	2023-12-31
Holocene Advisors, LP	2.008%	17.370%	2,287,099	338,474	2023-09-30
Farallon Capital Management, L.L.C.	1.900%	13.836%	2,163,909	263,000	2023-12-31
Amvescap Plc.	1.821%	7.363%	2,074,448	142,271	2023-12-31
Hood River Capital Management LLC	1.818%	8.514%	2,070,033	162,421	2023-12-31
Loomis, Sayles & Company LP	1.779%	-8.781%	2,044,613	-196,807	2023-09-30
Dimensional Fund Advisors, Inc.	1.757%	-9.318%	2,019,499	-207,512	2023-12-31
Millennium Management LLC	1.782%	-5.931%	2,018,410	-127,269	2023-03-31
Fred Alger Management, LLC	1.677%	-25.453%	1,889,565	-645,161	2022-12-31
Greenhouse Funds LLLP	1.649%	23.016%	1,857,808	347,594	2022-12-31
Credit Suisse First Boston (CSFB)	1.597%	0.386%	1,808,557	6,959	2023-06-30
Bank of New York Mellon Corp	1.369%	-7.194%	1,542,596	-119,569	2022-12-31
Eagle Asset Management, Inc.	1.474%	19.807%	1,491,264	246,542	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Evolent Health Inc (EVH), owning a total of 3.4 million shares. Combined, the top 43 mutual fund holders of EVH own 56.94% of the company with a total of 64.5 million shares.

In the latest ownership report on March 31st 2024, the top 43 fund holders increased their combined ownership of EVH by 172 thousand shares. 2 funds bought 22,340 total additional shares and increased their ownership by an average of 0.66%. However 2 funds sold 194,003 total shares and decreased their ownership by an average of 5.89%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Evolent Health decreased by a net total of -171,663 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	2.446%	-1.026%	2,785,923	-28,884	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.511%	1.255%	1,721,288	21,333	2024-03-31
Vanguard Small Cap Growth Index Inv	1.385%	0.064%	1,577,093	1,007	2024-03-31
JPM Global Healthcare C (acc) USD	1.203%	-10.754%	1,370,288	-165,119	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.969%	-0.285%	3,381,933	-9,654	2024-02-29
Vanguard Health Care Inv	2.943%	5.125%	3,351,619	163,400	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.463%	1.823%	2,831,931	50,697	2023-03-31
Vanguard Small Cap Index	2.446%	-1.026%	2,785,923	-28,884	2024-03-31
iShares Russell 2000 ETF	2.417%	0.308%	2,752,388	8,457	2024-03-28
Fidelity® Select Medical Tech and Devcs	1.966%	0.000%	2,260,000	0	2023-10-31
Bellevue Healthcare Ord	1.838%	32.489%	2,093,261	513,315	2023-11-30
Select Health Care	1.757%	0.000%	2,020,000	0	2023-10-31
Fidelity® Select Health Care	1.757%	0.000%	2,020,000	0	2023-10-31
Worldwide Healthcare Ord	1.748%	0.000%	1,990,915	0	2023-12-31
Select Medical Tech and Devcs	1.656%	-15.774%	1,903,500	-356,500	2023-11-30
Vanguard Explorer Inv	1.540%	0.000%	1,754,024	1,754,024	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.511%	1.255%	1,721,288	21,333	2024-03-31
JPMorgan Small Cap Growth A	1.461%	-0.091%	1,663,907	-1,513	2024-02-29
Fidelity Select Health Care	1.405%	-10.042%	1,600,000	-178,600	2024-02-29
Vanguard Small Cap Growth Index Inv	1.385%	0.064%	1,577,093	1,007	2024-03-31
Fidelity Select Medical Tech and Devcs	1.352%	-12.176%	1,540,000	-213,500	2024-02-29
JPM Global Healthcare C (acc) USD	1.203%	-10.754%	1,370,288	-165,119	2024-03-31
Eventide Gilead N	1.176%	0.000%	1,339,339	0	2023-12-31
Vanguard Extended Market Index Investor	1.176%	-0.018%	1,331,998	-235	2023-08-31
CS (Lux) Digital Health Equity SB USD	1.168%	-4.317%	1,330,000	-60,000	2024-02-29
Eventide Healthcare & Life Sciences I	1.140%	0.000%	1,298,805	0	2023-12-31
Fidelity Advisor® Health Care I	1.047%	-14.055%	1,203,226	-196,774	2023-11-30
Fidelity Small Cap Index	0.980%	1.639%	1,116,314	17,996	2024-01-31
Invesco Discovery A	0.959%	0.000%	1,085,654	0	2023-07-31
Invesco OFI Small Cap Growth	0.959%	14.278%	1,085,654	135,640	2023-06-30
Fidelity® Small Cap Index	0.927%	3.007%	1,065,185	31,093	2023-10-31
Alger Small Cap Focus I	0.940%	-10.235%	1,064,024	-121,325	2023-05-31
Alger Small Cap Focus Composite	0.940%	-10.235%	1,064,024	-121,325	2023-05-31
Fidelity® Small Cap Growth	0.910%	0.000%	1,045,899	0	2023-08-31
Strategic Advisers® Fidelity US TtlStk	0.907%	-3.053%	1,042,690	-32,840	2023-11-30
Hood River Small-Cap Growth Instl	0.914%	15.363%	1,041,017	138,631	2023-12-31
Fidelity Advisor Health Care I	0.878%	-10.971%	1,000,000	-123,226	2024-02-29
Strategic Advisers Fidelity US TtlStk	0.861%	-5.923%	980,930	-61,760	2023-12-31
Fidelity Puritan	0.858%	0.000%	976,600	0	2024-01-31
Fidelity® Puritan®	0.850%	0.000%	976,600	0	2023-10-31
iShares Russell 2000 Growth ETF	0.849%	-0.116%	967,008	-1,124	2024-02-29
Fidelity® Series Small Cap Opps	0.841%	0.000%	933,417	0	2023-01-31
Loomis Sayles Small Cap Growth Instl	0.828%	18.479%	919,062	143,347	2023-02-28
JNL Multi-Manager Small Cap Growth A	0.814%	39.801%	827,517	235,590	2022-12-31
Bellevue (Lux) Bellevue Dgtl Hthl I2 EUR	0.785%	-0.001%	794,239	-5	2022-10-31
Fidelity® Small Cap Stock	0.712%	-2.205%	720,522	-16,244	2022-10-31
Delaware Ivy Small Cap Growth C	0.711%	2.959%	719,475	20,678	2022-09-30