Evolent Health, Inc.: which funds bought and sold

Institutions that bought and sold Evolent Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 101 institutions that filed 13F reports for both quarters added to or opened positions in Evolent Health, and 93 cut or closed them. Together they added a net 1.1M shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.1M shares (+5.5%); index fund managers were net buyers of 4.7M shares (+18.2%). 34 opened a new position and 29 sold out entirely.

Bought, Q2 2026 101 institutions, 34 of them new holders Sold, Q2 2026 93 institutions, 29 of them sold out

Net change, all compared +1.1M shares (+1.0%)

Net change, active managers +2.1M shares (+5.5%), 19 bought, 22 sold

Buyers versus sellers

institutions compared, 223

101 bought 29 93 sold

Active managers and hedge funds 19 bought · 22 sold · +2.1M

Index fund managers 8 bought · 3 sold · +4.7M

Other institutions 74 bought · 68 sold · −5.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+3.9M +36.1%	14.8M	$80.3M
Nuveen, LLC	+2.9M +1081.3%	3.1M	$17M
Marshall Wace, LLP Hedge fund	+2.6M +334.8%	3.4M	$18.5M
Healthcare Of Ontario Pension Plan Trust Fund	+1.3M New position	1.3M	$6.9M
Jacobs Levy Equity Management, Inc Active manager	+992K +162.5%	1.6M	$8.7M
Walleye Capital LLC Hedge fund	+710K +522.1%	846K	$4.6M
Algert Global LLC Hedge fund	+656K New position	656K	$3.6M
AQR Capital Management LLC Hedge fund	+619K +355.6%	793K	$4.3M
Tudor Investment Corp Et Al Hedge fund	+596K +579.8%	699K	$3.8M
Bank Of America Corp	+595K +211.7%	875K	$4.7M
Vanguard Portfolio Management LLC Index funds	+417K +44.8%	1.3M	$7.3M
Man Group PLC Hedge fund	+401K +414.3%	498K	$2.7M
Two Sigma Investments, LP Hedge fund	+392K +45.0%	1.3M	$6.8M
Benefit Street Partners LLC	+363K New position	363K	$2M
Geode Capital Management, LLC Index funds	+286K +10.9%	2.9M	$15.7M
Formula Growth Ltd	+270K +125.6%	485K	$2.6M
Franklin Resources Inc Active manager	+264K New position	264K	$1.4M
Gsa Capital Partners LLP	+249K +79.5%	561K	$3M
State Of Wisconsin Investment Board	+205K New position	205K	$1.1M
Charles Schwab Investment Management Inc Index funds	+182K +9.3%	2.1M	$11.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+2.6M +334.8%	3.4M	$18.5M
Jacobs Levy Equity Management, Inc Active manager	+992K +162.5%	1.6M	$8.7M
Walleye Capital LLC Hedge fund	+710K +522.1%	846K	$4.6M
Algert Global LLC Hedge fund	+656K New position	656K	$3.6M
AQR Capital Management LLC Hedge fund	+619K +355.6%	793K	$4.3M
Tudor Investment Corp Et Al Hedge fund	+596K +579.8%	699K	$3.8M
Man Group PLC Hedge fund	+401K +414.3%	498K	$2.7M
Two Sigma Investments, LP Hedge fund	+392K +45.0%	1.3M	$6.8M
Franklin Resources Inc Active manager	+264K New position	264K	$1.4M
Bridgeway Capital Management, LLC Active manager	+150K New position	150K	$813,000

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Maverick Capital Ltd Hedge fund	−2.6M Sold out	0	—
Eventide Asset Management, LLC	−2.5M Sold out	0	—
UBS Group AG	−1.9M −23.4%	6.2M	$33.8M
Jane Street Group, LLC	−1.8M Sold out	0	—
HRT Financial LP	−1.7M Sold out	0	—
Tejara Capital Ltd	−1.5M −77.3%	441K	$2.4M
Dimensional Fund Advisors LP	−1.0M −57.3%	765K	$4.1M
Goldman Sachs Group Inc	−491K −21.9%	1.7M	$9.5M
Hudson Bay Capital Management LP Hedge fund	−403K −30.6%	913K	$4.9M
Balyasny Asset Management L.P. Hedge fund	−351K −92.0%	31K	$165,435
Citigroup Inc	−347K −42.7%	465K	$2.5M
Qube Research & Technologies Ltd Hedge fund	−342K −61.2%	216K	$1.2M
Jpmorgan Chase & Co	−329K −84.4%	61K	$352,258
D. E. Shaw & Co., Inc. Hedge fund	−326K −6.0%	5.1M	$27.7M
Citadel Advisors LLC Hedge fund	−216K −30.7%	489K	$2.6M
First Trust Advisors LP	−214K Sold out	0	—
Atom Investors LP	−212K −70.2%	90K	$488,548
Quantbot Technologies LP Hedge fund	−210K −77.7%	60K	$326,398
State Street Corp Index funds	−186K −7.0%	2.5M	$13.3M
Voleon Capital Management LP Hedge fund	−183K −21.5%	667K	$3.6M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Maverick Capital Ltd Hedge fund	−2.6M Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−403K −30.6%	913K	$4.9M
Balyasny Asset Management L.P. Hedge fund	−351K −92.0%	31K	$165,435
Qube Research & Technologies Ltd Hedge fund	−342K −61.2%	216K	$1.2M
D. E. Shaw & Co., Inc. Hedge fund	−326K −6.0%	5.1M	$27.7M
Citadel Advisors LLC Hedge fund	−216K −30.7%	489K	$2.6M
Quantbot Technologies LP Hedge fund	−210K −77.7%	60K	$326,398
Voleon Capital Management LP Hedge fund	−183K −21.5%	667K	$3.6M
Rock Springs Capital Management LP Hedge fund	−175K −6.5%	2.5M	$13.6M
Squarepoint Ops LLC Hedge fund	−139K −35.7%	251K	$1.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Healthcare Of Ontario Pension Plan Trust Fund	1.3M	$6.9M
Algert Global LLCHedge fund	656K	$3.6M
Benefit Street Partners LLC	363K	$2M
Franklin Resources IncActive manager	264K	$1.4M
State Of Wisconsin Investment Board	205K	$1.1M
Ameriprise Financial Inc	172K	$930,890
Bridgeway Capital Management, LLCActive manager	150K	$813,000
Quantinno Capital Management LP	101K	$546,856
Los Angeles Capital Management LLCActive manager	69K	$375,341
Group One Trading LLC	60K	$325,422

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Maverick Capital LtdHedge fund	2.6M	$5.9M
Eventide Asset Management, LLC	2.5M	$5.8M
Jane Street Group, LLC	1.8M	$4.1M
HRT Financial LP	1.7M	$3.9M
First Trust Advisors LP	214K	$488,282
Centiva Capital, LPHedge fund	89K	$202,831
Y-Intercept (Hong Kong) Ltd	61K	$138,731
SG Americas Securities, LLC	58K	$131,000
Axq Capital, LP	55K	$124,499
Odyssean, LLC	50K	$113,802

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 199
Ten largest holders: 61.1%
Index fund managers: 27.1%
Active managers and hedge funds: 36.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	22	5	3	+2.1M	+5.5%
Index fund managers	8	3	0	0	+4.7M	+18.2%
Other institutions	74	68	29	26	−5.7M	−12.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Evolent Health.

Only managers that filed a holdings report for both quarters are compared (223 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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