Latest Institutional Transactions on Evolent Health, Inc. (EVH)
This table provides information on the latest institutional transactions involving Evolent Health, Inc. (EVH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-23.7K- 38.52% |
$665K - $864K
|
37.8K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Tpg Gp A, LLC
Fort Worth, TX |
SELL
|
- |
-494K- 64.76% |
$13.9M - $18M
|
269K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
119New |
$3.34K - $4.34K
|
119
$497
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.35M- 99.99% |
$37.9M - $49.2M
|
127
$531
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.82K+ 5.91% |
$79K - $103K
|
50.5K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-13.8K- 11.51% |
$387K - $503K
|
106K
$443K
|
|
|
Jul 31, 2023
Q2 2023
|
Voce Capital Management LLC
San Francisco, CA |
SELL
|
- |
-34.4K- 9.6% |
$964K - $1.25M
|
324K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
119+ 1.53% |
$3.34K - $4.34K
|
7.9K
$33K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-88- 44.44% |
$2.47K - $3.21K
|
110
$460
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$1.4K - $1.82K
|
50
$209
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
11.1K+ 55.07% |
$312K - $405K
|
31.3K
$131K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.8KNew |
$338K - $459K
|
12.8K
$53.6K
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
22.8K+ 95.2% |
$600K - $815K
|
46.7K
$195K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.2KNew |
$452K - $614K
|
17.2K
$71.7K
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
98KNew |
$2.58M - $3.51M
|
98K
$410K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
56.7KNew |
$1.49M - $2.03M
|
56.7K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.6K+ 10.93% |
$437K - $593K
|
168K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$395K - $537K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
268KNew |
$7.06M - $9.59M
|
268K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
1MNew |
$26.4M - $35.8M
|
1M
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
93.5K+ 92.24% |
$2.46M - $3.35M
|
195K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-217- 2.72% |
$5.72K - $7.77K
|
7.76K
$32.4K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.15K- 25.35% |
$136K - $184K
|
15.2K
$63.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$26.4 - $35.8
|
5
$20.9
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
717+ 7.1% |
$18.9K - $25.7K
|
10.8K
$45.2K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
21.2KNew |
$559K - $759K
|
21.2K
$88.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.58MNew |
$41.6M - $56.5M
|
1.58M
$6.59M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.7K- 32.22% |
$203K - $276K
|
16.2K
$67.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-11- 22.0% |
$290 - $394
|
39
$163
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.88K+ 33.35% |
$75.8K - $103K
|
11.5K
$48K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.2% |
$26.4 - $35.8
|
508
$2.12K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8KNew |
$468K - $635K
|
17.8K
$74.2K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
6.64KNew |
$175K - $238K
|
6.64K
$27.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
32.5KNew |
$721K - $1.22M
|
32.5K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18KNew |
$400K - $673K
|
18K
$75.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-279- 75.0% |
$6.2K - $10.4K
|
93
$389
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.5K+ 33.33% |
$55.5K - $93.5K
|
10K
$41.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
518New |
$11.5K - $19.4K
|
518
$2.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20New |
$444 - $748
|
20
$83.6
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-100K- 71.27% |
$2.23M - $3.76M
|
40.5K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $382K
|
10.2K
$42.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 11.81% |
$333 - $561
|
112
$468
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
431New |
$9.57K - $16.1K
|
431
$1.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
25.9KNew |
$575K - $969K
|
25.9K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
453+ 137.69% |
$10.1K - $16.9K
|
782
$3.27K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 83.33% |
$44.4K - $74.8K
|
400
$1.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 36.36% |
$178 - $299
|
30
$125
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-15- 48.39% |
$333 - $561
|
16
$66.9
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
949+ 13.7% |
$21.1K - $35.5K
|
7.87K
$32.9K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
6KNew |
$176K - $238K
|
6K
$25.1K
|
|