Evolent Health Ownership | Who Owns Evolent Health?
Evolent Health Ownership Summary
Evolent Health is owned by 113.60% institutional investors, 3.95% insiders. Wellington management group llp is the largest institutional shareholder, holding 9.79% of EVH shares. Vanguard Health Care Inv is the top mutual fund, with 4.28% of its assets in Evolent Health shares.
EVH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evolent Health | 113.60% | 3.95% | -17.55% |
| Sector | Healthcare Stocks | 47.06% | 8.01% | 44.93% |
| Industry | Healthcare Information Services Stocks | 50.45% | 8.11% | 41.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 11.17M | 9.79% | $213.55M |
| Vanguard group | 11.06M | 9.69% | $211.39M |
| Blackrock | 8.69M | 7.61% | $166.10M |
| Ra capital management | 8.51M | 7.46% | $162.80M |
| Fmr | 6.13M | 5.37% | $117.13M |
| William blair investment management | 5.03M | 4.40% | $96.10M |
| Jpmorgan chase | 4.35M | 3.82% | $83.26M |
| Engaged capital | 4.11M | 3.60% | $78.61M |
| Rock springs capital management lp | 4.08M | 3.57% | $77.96M |
| Eventide asset management | 3.74M | 3.28% | $71.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Engaged capital | 4.11M | 13.46% | $78.61M |
| Rock point advisors | 492.39K | 2.82% | $9.41M |
| First light asset management | 1.45M | 2.42% | $27.63M |
| Rock springs capital management lp | 4.08M | 2.35% | $77.96M |
| Granahan investment management | 3.03M | 2.32% | $57.97M |
| Ra capital management | 8.51M | 2.15% | $162.80M |
| Forest hill capital | 104.50K | 1.65% | $2.00M |
| Summit creek advisors | 543.24K | 1.42% | $10.39M |
| Eventide asset management | 3.74M | 1.22% | $71.49M |
| Formula growth | 171.55K | 1.19% | $3.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ra capital management | 8.51M | 2.15% | 2.78M |
| Wellington management group llp | 11.17M | 0.04% | 2.32M |
| Ubs asset management americas | 1.57M | 0.01% | 1.44M |
| William blair investment management | 5.03M | 0.25% | 1.31M |
| Norges bank | 1.21M | 0.00% | 1.21M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.13M | 0.01% | -4.47M |
| Point72 asset management | 73.00K | 0.00% | -1.87M |
| Farallon capital management | - | - | -1.04M |
| Blair william & co/il | 2.58M | 0.15% | -687.14K |
| Redmile group | - | - | -679.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.21M | 0.00% | 1.21M | $23.04M |
| Camber capital management lp | 625.00K | 0.33% | 625.00K | $11.95M |
| Jennison associates | 611.82K | 0.01% | 611.82K | $11.70M |
| Federated hermes | 328.11K | 0.01% | 328.11K | $6.27M |
| Valeo financial advisors | 141.50K | 0.00% | 141.50K | $141.50K |
Sold Out
| Holder | Change |
|---|---|
| Anfield capital management | -29.00 |
| Innealta capital | -37.00 |
| Denali advisors | -78.00 |
| Valley national advisers | -120.00 |
| Macroview investment management | -236.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 257 | -1.53% | 129,664,779 | 4.20% | 113 | 0.96% | 147 | 9.70% | 73 | -8.75% |
| Mar 31, 2024 | 261 | 6.53% | 124,437,452 | -1.59% | 109 | 0.88% | 134 | -5.63% | 80 | 19.40% |
| Dec 31, 2023 | 245 | 18.36% | 126,442,615 | 4.30% | 111 | 0.95% | 142 | 36.54% | 67 | -5.63% |
| Sep 30, 2023 | 207 | -6.76% | 121,229,713 | 3.06% | 107 | 0.97% | 104 | 1.96% | 71 | -5.33% |
| Jun 30, 2023 | 222 | -9.76% | 117,630,047 | 5.23% | 105 | 0.98% | 102 | -22.14% | 75 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 4.98M | 4.28% | 677.59K |
| Vanguard Total Stock Mkt Idx Inv | 3.46M | 3.01% | -20.40K |
| Vanguard Explorer Inv | 3.09M | 2.66% | 211.93K |
| iShares Russell 2000 ETF | 2.97M | 2.59% | -6.68K |
| Vanguard Small Cap Index | 2.77M | 2.41% | 5.40K |
| Eventide Gilead N | 2.28M | 1.96% | 945.40K |
| Fidelity Small Cap Value Fund | 2.28M | 1.96% | 976.23K |
| Bellevue Healthcare Ord | 1.92M | 1.65% | 1.92M |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.61M | 1.39% | -178.67K |
| JPMorgan Small Cap Growth A | 1.56M | 1.34% | -116.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | McCarthy Daniel Joseph | PRESIDENT | Sell | $500.79K |
| Aug 23, 2024 | McCarthy Daniel Joseph | PRESIDENT | Sell | $207.01K |
| Aug 23, 2024 | McCarthy Daniel Joseph | PRESIDENT | Sell | $132.00K |
| Aug 22, 2024 | McCarthy Daniel Joseph | PRESIDENT | Sell | $231.00K |
| Aug 22, 2024 | Weinberg Jonathan | General Counsel | Sell | $506.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | - | 5 |
| 2023 Q3 | - | 1 |
| 2023 Q2 | - | 15 |
| 2023 Q1 | - | 12 |
| 2022 Q4 | - | 7 |
EVH Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools