Evolent Health Ownership | Who Owns Evolent Health?
Evolent Health Ownership Summary
Evolent Health is owned by 47.22% institutional investors, 2.26% insiders, and 50.52% retail investors. Vanguard group is the largest institutional shareholder, holding 9.73% of EVH shares. Vanguard Health Care Inv is the top mutual fund, with 5.89% of its assets in Evolent Health shares.
EVH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evolent Health | 47.22% | 2.26% | 50.52% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.17M | 9.73% | $125.68M |
| Wellington management group llp | 10.44M | 9.09% | $117.41M |
| Blackrock funding, inc. /de | 9.32M | 8.12% | $104.89M |
| Blackrock | 8.69M | 7.61% | $166.10M |
| Engaged capital | 5.40M | 4.71% | $60.80M |
| Cadian capital management, lp | 5.23M | 4.55% | $58.78M |
| William blair investment management | 4.78M | 4.16% | $53.79M |
| Eventide asset management | 4.55M | 3.96% | $51.21M |
| Fmr | 4.48M | 3.90% | $50.36M |
| Camber capital management lp | 4.00M | 3.48% | $45.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Engaged capital | 5.40M | 12.50% | $60.80M |
| Cadian capital management, lp | 5.23M | 3.38% | $58.78M |
| Sea cliff partners management, lp | 830.00K | 3.24% | $9.34M |
| One68 global capital | 360.99K | 2.16% | $4.06M |
| Rock point advisors | 599.14K | 1.96% | $6.74M |
| Granahan investment management | 3.67M | 1.73% | $41.33M |
| Forest hill capital | 144.75K | 1.26% | $1.63M |
| Camber capital management lp | 4.00M | 1.04% | $45.00M |
| Eventide asset management | 4.55M | 0.93% | $51.21M |
| Rock springs capital management lp | 2.06M | 0.88% | $23.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cadian capital management, lp | 5.23M | 3.38% | 5.23M |
| Camber capital management lp | 4.00M | 1.04% | 2.60M |
| Ubs group | 1.78M | 0.00% | 1.64M |
| Engaged capital | 5.40M | 12.50% | 1.42M |
| Boston partners | 2.44M | 0.03% | 1.17M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ra capital management | 3.58M | 0.54% | -4.94M |
| First light asset management | 53.62K | 0.06% | -2.24M |
| Wellington management group llp | 10.44M | 0.02% | -2.16M |
| Lazard asset management | 644.80K | 0.01% | -1.73M |
| Orbimed advisors | - | - | -1.67M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cadian capital management, lp | 5.23M | 3.38% | 5.23M | $58.78M |
| Norges bank | 1.11M | 0.00% | 1.11M | $12.52M |
| Philosophy capital management | 965.17K | 0.66% | 965.17K | $10.86M |
| Sea cliff partners management, lp | 830.00K | 3.24% | 830.00K | $9.34M |
| D. e. shaw | 623.07K | 0.01% | 623.07K | $7.01M |
Sold Out
| Holder | Change |
|---|---|
| Global financial private client | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Jfs wealth advisors | -3.00 |
| Sjs investment consulting | -6.00 |
| Cva family office | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 116 | -60.81% | 54,241,056 | -57.67% | 47 | 0.38% | 68 | -51.08% | 35 | -61.96% |
| Sep 30, 2024 | 294 | 14.40% | 128,115,433 | -1.19% | 111 | 0.86% | 137 | -6.80% | 92 | 26.03% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 6.78M | 5.89% | 1.80M |
| Fidelity Small Cap Value Fund | 4.47M | 3.83% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.49M | 3.00% | 52.47K |
| Vanguard US Total Market Shares ETF | 3.48M | 2.99% | 3.03K |
| Vanguard Explorer Inv | 3.09M | 2.66% | 211.93K |
| iShares Russell 2000 ETF | 3.06M | 2.62% | -26.45K |
| Vanguard Small Cap Index | 2.83M | 2.42% | 2.31K |
| Eventide Gilead N | 2.69M | 2.31% | 406.71K |
| Bellevue Healthcare Ord | 1.92M | 1.65% | 1.92M |
| Eventide Healthcare & Life Sciences I | 1.78M | 1.53% | 333.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2025 | Holder Diane | - | Buy | $25.52K |
| Mar 06, 2025 | McCarthy Daniel Joseph | PRESIDENT | Buy | $99.47K |
| Mar 07, 2025 | Jelinek Richard M | - | Buy | $137.40K |
| Mar 07, 2025 | Jelinek Richard M | - | Buy | $136.35K |
| Mar 06, 2025 | GRUA PETER J | - | Buy | $99.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 5 |
EVH Ownership FAQ
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