Evolent Health Ownership | Who Owns Evolent Health?
Evolent Health Ownership Summary
Evolent Health is owned by 108.56% institutional investors, 1.54% insiders. Vanguard group is the largest institutional shareholder, holding 9.73% of EVH shares. Vanguard Health Care Inv is the top mutual fund, with 5.77% of its assets in Evolent Health shares.
EVH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evolent Health | 108.56% | 1.54% | -10.11% |
| Sector | Healthcare Stocks | 488.17% | 11.08% | -399.26% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
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 |
| Cadian capital management, lp | 10.42M | 9.00% | $117.38M |
| Blackrock funding, inc. /de | 9.38M | 8.09% | $105.58M |
| Blackrock | 8.69M | 7.61% | $166.10M |
| Durable capital partners lp | 6.42M | 5.54% | $72.33M |
| Engaged capital | 5.85M | 5.05% | $65.92M |
| Fmr | 4.48M | 3.90% | $50.36M |
| William blair investment management | 4.32M | 3.73% | $48.70M |
| Eventide asset management | 4.09M | 3.53% | $46.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Engaged capital | 5.85M | 18.43% | $65.92M |
| Cadian capital management, lp | 10.42M | 6.57% | $117.38M |
| Sea cliff partners management, lp | 1.23M | 4.74% | $13.89M |
| Rock point advisors | 849.96K | 2.70% | $9.57M |
| One68 global capital | 360.99K | 2.16% | $4.06M |
| Rock springs capital management lp | 2.82M | 1.98% | $31.76M |
| Forest hill capital | 150.25K | 1.20% | $1.69M |
| First light asset management | 738.55K | 1.08% | $8.32M |
| Camber capital management lp | 850.00K | 0.90% | $9.57M |
| Eventide asset management | 4.09M | 0.81% | $46.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Durable capital partners lp | 6.42M | 0.55% | 6.42M |
| Ubs group | 1.78M | 0.00% | 1.64M |
| Maverick capital | 1.39M | 0.24% | 1.39M |
| Norges bank | 1.11M | 0.00% | 1.11M |
| Glenmede investment management, lp | 1.08M | 0.06% | 1.08M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ra capital management | - | - | -3.58M |
| Boston partners | - | - | -2.44M |
| Wellington management group llp | 10.44M | 0.02% | -2.16M |
| Camber capital management lp | 850.00K | 0.90% | -2.15M |
| Eventide asset management | 4.09M | 0.81% | -1.99M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Durable capital partners lp | 6.42M | 0.55% | 6.42M | $72.33M |
| Maverick capital | 1.39M | 0.24% | 1.39M | $15.68M |
| Norges bank | 1.11M | 0.00% | 1.11M | $12.52M |
| Glenmede investment management, lp | 1.08M | 0.06% | 1.08M | $12.14M |
| Capitolis liquid global markets | 623.50K | 0.05% | 623.50K | $7.02M |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Global financial private client | -2.00 |
| Jfs wealth advisors | -3.00 |
| Coppell advisory solutions | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 223 | -3.88% | 125,805,819 | 2.90% | 108 | 0.97% | 116 | -2.52% | 72 | - |
| Mar 31, 2025 | 233 | -11.07% | 125,048,362 | 2.15% | 108 | 0.95% | 122 | -15.86% | 71 | -4.05% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 6.78M | 5.77% | - |
| Eventide Gilead N | 4.26M | 3.63% | 1.57M |
| Fidelity Small Cap Value Fund | 3.89M | 3.36% | 700.00K |
| Vanguard Total Stock Mkt Idx Inv | 3.49M | 3.01% | -77.41K |
| 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 | 2.78M | 2.40% | -52.81K |
| Vanguard Small Cap Index | 2.70M | 2.33% | -20.48K |
| Bellevue Healthcare Ord | 1.92M | 1.65% | 1.92M |
| Eventide Healthcare & Life Sciences I | 1.78M | 1.51% | - |
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 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 11 | - |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | - |
EVH Ownership FAQ
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