Evolent Health, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 12.60 M | $356.20 M | 12.77% | 10.97% |
| VANGUARD GROUP INC | 11/13/2024 | 10.91 M | $308.57 M | -1.31% | 9.50% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.80 M | $248.82 M | 100.00% | 7.66% |
| RA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 8.51 M | $240.80 M | 0.00% | 7.41% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 4.94 M | $139.68 M | -1.73% | 4.30% |
| FMR LLC | 11/13/2024 | 4.33 M | $122.52 M | -29.28% | 3.77% |
| JPMORGAN CHASE & CO | 12/26/2024 | 4.12 M | $116.40 M | -5.48% | 3.58% |
| ENGAGED CAPITAL LLC | 11/14/2024 | 3.99 M | $112.82 M | -2.97% | 3.47% |
| EVENTIDE ASSET MANAGEMENT, LLC | 11/14/2024 | 3.80 M | $107.58 M | 1.74% | 3.31% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 3.49 M | $98.75 M | 15.17% | 3.04% |
| STATE STREET CORP | 11/14/2024 | 2.73 M | $77.07 M | 0.96% | 2.37% |
| BELLEVUE GROUP AG | 11/14/2024 | 2.67 M | $75.51 M | 59.90% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.52 M | $71.30 M | -3.10% | 2.19% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.43 M | $68.76 M | 2.66% | 2.12% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 2.37 M | $67.05 M | 551.30% | 2.06% |
| FIRST LIGHT ASSET MANAGEMENT, LLC | 11/14/2024 | 2.30 M | $64.99 M | 59.02% | 2.00% |
| BLAIR WILLIAM & CO/IL | 11/12/2024 | 2.16 M | $60.97 M | -16.50% | 1.88% |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 11/14/2024 | 2.07 M | $58.54 M | -49.23% | 1.80% |
| HOLOCENE ADVISORS, LP | 11/14/2024 | 2.04 M | $57.82 M | -33.52% | 1.78% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.90 M | $53.69 M | -7.32% | 1.65% |
| ORBIMED ADVISORS LLC | 11/14/2024 | 1.67 M | $47.09 M | -36.10% | 1.45% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.52 M | $42.89 M | 17.80% | 1.32% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 1.50 M | $42.29 M | 1,948.47% | 1.30% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 1.42 M | $40.17 M | -7.32% | 1.24% |
| CAMBER CAPITAL MANAGEMENT LP | 11/14/2024 | 1.40 M | $39.59 M | 124.00% | 1.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.38 M | $39.03 M | 5.08% | 1.20% |
| INVESCO LTD. | 11/12/2024 | 1.29 M | $36.58 M | -11.19% | 1.13% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.29 M | $36.55 M | -20.10% | 1.13% |
| BOSTON PARTNERS | 11/12/2024 | 1.27 M | $35.05 M | 100.00% | 1.11% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 998,260 | $28.23 M | 37.19% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 912,395 | $25.80 M | -4.77% | 0.79% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 909,776 | $24.68 M | 40.84% | 0.79% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11/12/2024 | 753,038 | $21.30 M | -2.63% | 0.66% |
| GABELLI FUNDS LLC | 11/13/2024 | 721,500 | $20.40 M | -1.43% | 0.63% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 715,905 | $20.25 M | -0.98% | 0.62% |
| MORGAN STANLEY | 11/14/2024 | 702,545 | $19.87 M | -11.25% | 0.61% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 694,234 | $19.63 M | 128.76% | 0.60% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 646,806 | $18.29 M | 5.72% | 0.56% |
| FARALLON CAPITAL MANAGEMENT LLC | 11/14/2024 | 639,000 | $18.07 M | 100.00% | 0.56% |
| MACQUARIE GROUP LTD | 11/14/2024 | 631,584 | $17.86 M | -37.63% | 0.55% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 610,746 | $17.27 M | 0.05% | 0.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 543,700 | $15.38 M | 69.38% | 0.47% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 503,823 | $14.25 M | -0.02% | 0.44% |
| MAN GROUP PLC | 11/14/2024 | 491,382 | $13.90 M | -59.06% | 0.43% |
| CAPTION MANAGEMENT, LLC | 11/14/2024 | 465,800 | $13.17 M | 32.33% | 0.41% |
| ROCK POINT ADVISORS, LLC | 11/13/2024 | 465,782 | $13.17 M | -5.40% | 0.41% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 422,421 | $11.95 M | 139.98% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 420,321 | $11.89 M | -66.68% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 420,166 | $11.88 M | -18.43% | 0.37% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 11/13/2024 | 419,418 | $11.86 M | 100.00% | 0.37% |
Evolent Health, Inc.institutional Ownership - FAQ's
During the previous two years, 332 institutional investors and hedge funds held shares of Evolent Health, Inc.. The most heavily invested institutionals were:
CVA Family Office, LLC: 0
Friedenthal Financial: 0
WELLINGTON MANAGEMENT GROUP LLP: 12.6 M
VANGUARD GROUP INC: 10.91 M
BlackRock Funding, Inc. /DE: 8.8 M
RA CAPITAL MANAGEMENT, L.P.: 8.51 M
111.54% of Evolent Health, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 147.11 M shares in the last 24 months. This purchase volume represents approximately $1.64 B in transactions.