EVH Institutional Ownership
Evolent Health, Inc.
1W: -9.2%
1M: +21.1%
3M: +33.9%
YTD: +13.6%
1Y: -43.4%
3Y: -83.5%
5Y: -84.9%
$4.42
-0.11 (-2.43%)
Pre-Market: $4.55 (+0.13, +2.94%)
Weekly Expected Move ±9.7%
$4
$4
$5
$5
$6
Credit Risk of going bust: higher than 91% of companies Debt: 66.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.81 (down 82%), Evolent Health, Inc. would be worth roughly what it owes.
Total debt $970.4M against a stock market value of $497.2M.
Distance to default 1.47 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $483.2M (short-term plus half of long-term), stock volatility 80.1%; Altman Z'' -3.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.81 (down 82%), Evolent Health, Inc. would be worth roughly what it owes.
Total debt $970.4M against a stock market value of $497.2M.
Distance to default 1.47 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $483.2M (short-term plus half of long-term), stock volatility 80.1%; Altman Z'' -3.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EVH
230
Institutional Holders
-21 vs prior quarter
0.0%
Ownership
+0.00pp
$619M
Total Invested
39
New Positions
68
Increased
93
Reduced
29
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (276 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14,814,851 | $65M | +3,925,979 | +36.1% | 8Q | SEC ↗ |
| 2 | CADIAN CAPITAL MANAGEMENT, LP | 10,814,473 | $48M | — | +0.0% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 8,969,012 | $40M | -112,067 | -1.2% | 45Q | SEC ↗ |
| 4 | UBS Group AG | 6,245,283 | $28M | -1,905,078 | -23.4% | 41Q | SEC ↗ |
| 5 | Rubicon Founders LLC | 5,816,123 | $26M | — | +0.0% | 6Q | SEC ↗ |
| 6 | Engaged Capital LLC | 5,563,912 | $25M | — | +0.0% | 24Q | SEC ↗ |
| 7 | D. E. Shaw & Co., Inc. | 5,107,561 | $23M | -326,471 | -6.0% | 7Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 4,787,994 | $21M | -79,409 | -1.6% | 2Q | SEC ↗ |
| 9 | MARSHALL WACE, LLP | 3,413,245 | $15M | +2,628,233 | +334.8% | 9Q | SEC ↗ |
| 10 | Nuveen, LLC | 3,132,085 | $14M | +2,866,943 | +1081.3% | 6Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2,904,912 | $13M | +286,487 | +10.9% | 44Q | SEC ↗ |
| 12 | Rock Springs Capital Management LP | 2,500,000 | $11M | -175,000 | -6.5% | 22Q | SEC ↗ |
| 13 | STATE STREET CORP | 2,460,431 | $11M | -185,967 | -7.0% | 44Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,131,573 | $9M | +182,127 | +9.3% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 2,131,573 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 1,745,852 | $8M | -490,754 | -21.9% | 15Q | SEC ↗ |
| 17 | Rock Point Advisors, LLC | 1,719,886 | $8M | -66,795 | -3.7% | 30Q | SEC ↗ |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,601,638 | $7M | +991,536 | +162.5% | 5Q | SEC ↗ |
| 19 | KENNEDY CAPITAL MANAGEMENT LLC | 1,567,816 | $7M | -29,799 | -1.9% | 23Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,347,822 | $6M | +416,944 | +44.8% | 2Q | SEC ↗ |
| 21 | HEALTHCARE OF ONTARIO PENSION PLAN TRU NEW | 1,276,800 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 1,263,653 | $6M | +392,160 | +45.0% | 6Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 1,003,245 | $4M | +86,108 | +9.4% | 44Q | SEC ↗ |
| 24 | Hudson Bay Capital Management LP | 913,109 | $4M | -403,311 | -30.6% | 8Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 875,398 | $4M | +594,544 | +211.7% | 15Q | SEC ↗ |
| 26 | BNP PARIBAS FINANCIAL MARKETS | 860,358 | $4M | -31,045 | -3.5% | 41Q | SEC ↗ |
| 27 | Walleye Capital LLC | 845,787 | $4M | +709,839 | +522.1% | 9Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 792,768 | $4M | +618,762 | +355.6% | 8Q | SEC ↗ |
| 29 | DIMENSIONAL FUND ADVISORS LP | 765,020 | $3M | -1,025,278 | -57.3% | 37Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 762,362 | $3M | +34,467 | +4.7% | 2Q | SEC ↗ |
| 31 | TUDOR INVESTMENT CORP ET AL | 699,267 | $3M | +596,400 | +579.8% | 11Q | SEC ↗ |
| 32 | Voleon Capital Management LP | 666,502 | $3M | -182,788 | -21.5% | 3Q | SEC ↗ |
| 33 | ALGERT GLOBAL LLC NEW | 656,463 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 34 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 630,000 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 35 | GSA CAPITAL PARTNERS LLP | 561,189 | $2M | +248,530 | +79.5% | 4Q | SEC ↗ |
| 36 | Man Group plc | 498,272 | $2M | +401,395 | +414.3% | 2Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 488,814 | $2M | -216,408 | -30.7% | 28Q | SEC ↗ |
| 38 | FORMULA GROWTH LTD | 485,000 | $2M | +270,000 | +125.6% | 2Q | SEC ↗ |
| 39 | CITIGROUP INC | 465,146 | $2M | -346,949 | -42.7% | 45Q | SEC ↗ |
| 40 | Tejara Capital Ltd | 441,456 | $2M | -1,505,194 | -77.3% | 3Q | SEC ↗ |
| 41 | Invesco Ltd. | 414,582 | $2M | -29,342 | -6.6% | 40Q | SEC ↗ |
| 42 | Jump Financial, LLC | 388,090 | $2M | +37,951 | +10.8% | 4Q | SEC ↗ |
| 43 | Mariner, LLC | 371,753 | $2M | +140,159 | +60.5% | 6Q | SEC ↗ |
| 44 | Jupiter Topco LLC NEW | 364,129 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Benefit Street Partners LLC NEW | 363,165 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 344,628 | $2M | +16,092 | +4.9% | 45Q | SEC ↗ |
| 47 | Creative Planning | 330,017 | $1M | -17,355 | -5.0% | 11Q | SEC ↗ |
| 48 | MILLENNIUM MANAGEMENT LLC | 303,343 | $1M | -72,456 | -19.3% | 41Q | SEC ↗ |
| 49 | BRIGHTON JONES LLC | 294,096 | $1M | +2,631 | +0.9% | 2Q | SEC ↗ |
| 50 | Jefferies Financial Group Inc. | 291,600 | $1M | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,131,573 | $9M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 1,276,800 | $6M |
| ALGERT GLOBAL LLC | 656,463 | $3M |
| Jupiter Topco LLC | 364,129 | $2M |
| Benefit Street Partners LLC | 363,165 | $2M |
| FRANKLIN RESOURCES INC | 264,453 | $1M |
| STATE OF WISCONSIN INVESTMENT BOARD | 204,990 | $906K |
| AMERIPRISE FINANCIAL INC | 171,751 | $759K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 150,000 | $663K |
| Quantinno Capital Management LP | 100,896 | $446K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 69,251 | $306K |
| NORGES BANK | 63,454 | $280K |
| GROUP ONE TRADING LLC | 60,041 | $265K |
| INCEPTIONR LLC | 49,778 | $220K |
| Numerai GP LLC | 44,952 | $199K |
| MERCER GLOBAL ADVISORS INC /ADV | 35,848 | $158K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 24,833 | $110K |
| Virtu Financial LLC | 23,194 | $103K |
| SIMPLEX TRADING, LLC | 17,722 | $78K |
| TSA Wealth Managment LLC | 14,686 | $65K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MAVERICK CAPITAL LTD | 2,572,763 | $11M |
| EVENTIDE ASSET MANAGEMENT, LLC | 2,547,558 | $11M |
| JANE STREET GROUP, LLC | 1,790,147 | $8M |
| HRT FINANCIAL LP | 1,726,196 | $8M |
| GLENMEDE TRUST CO NA | 1,150,414 | $5M |
| Castle Hook Partners LP | 937,628 | $4M |
| PEREGRINE CAPITAL MANAGEMENT LLC | 737,977 | $3M |
| Point72 Asset Management, L.P. | 564,954 | $2M |
| FIRST TRUST ADVISORS LP | 214,159 | $947K |
| NOMURA ASSET MANAGEMENT INTERNATION | 207,057 | $915K |
| Swiss National Bank | 193,400 | $855K |
| RENAISSANCE TECHNOLOGIES LLC | 174,599 | $772K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 160,000 | $707K |
| Quadrature Capital Ltd | 159,815 | $706K |
| Forest Hill Capital, LLC | 150,250 | $664K |
| Raiffeisen Bank International AG | 150,000 | $663K |
| CITIZENS FINANCIAL GROUP INC/RI | 124,177 | $549K |
| Freestone Grove Partners LP | 122,696 | $542K |
| NORDEA INVESTMENT MANAGEMENT AB | 120,455 | $532K |
| Centiva Capital, LP | 88,961 | $393K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +3,925,979 | +36.1% | 14,814,851 |
| Nuveen, LLC | +2,866,943 | +1081.3% | 3,132,085 |
| MARSHALL WACE, LLP | +2,628,233 | +334.8% | 3,413,245 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +991,536 | +162.5% | 1,601,638 |
| Walleye Capital LLC | +709,839 | +522.1% | 845,787 |
| AQR CAPITAL MANAGEMENT LLC | +618,762 | +355.6% | 792,768 |
| TUDOR INVESTMENT CORP ET AL | +596,400 | +579.8% | 699,267 |
| BANK OF AMERICA CORP /DE | +594,544 | +211.7% | 875,398 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +416,944 | +44.8% | 1,347,822 |
| Man Group plc | +401,395 | +414.3% | 498,272 |
| TWO SIGMA INVESTMENTS, LP | +392,160 | +45.0% | 1,263,653 |
| GEODE CAPITAL MANAGEMENT, LLC | +286,487 | +10.9% | 2,904,912 |
| FORMULA GROWTH LTD | +270,000 | +125.6% | 485,000 |
| GSA CAPITAL PARTNERS LLP | +248,530 | +79.5% | 561,189 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +182,127 | +9.3% | 2,131,573 |
| Vanguard Global Advisers, LLC | +163,930 | +163.0% | 264,477 |
| Connor, Clark & Lunn Investment Man | +160,407 | +238.3% | 227,708 |
| ExodusPoint Capital Management, LP | +145,003 | +967.8% | 159,986 |
| Mariner, LLC | +140,159 | +60.5% | 371,753 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +135,437 | +2804.1% | 140,267 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -1,905,078 | -23.4% | 6,245,283 |
| Tejara Capital Ltd | -1,505,194 | -77.3% | 441,456 |
| DIMENSIONAL FUND ADVISORS LP | -1,025,278 | -57.3% | 765,020 |
| GOLDMAN SACHS GROUP INC | -490,754 | -21.9% | 1,745,852 |
| Hudson Bay Capital Management LP | -403,311 | -30.6% | 913,109 |
| Balyasny Asset Management L.P. | -351,226 | -92.0% | 30,523 |
| CITIGROUP INC | -346,949 | -42.7% | 465,146 |
| Qube Research & Technologies Ltd | -341,655 | -61.2% | 216,175 |
| JPMORGAN CHASE & CO | -329,430 | -84.4% | 61,050 |
| D. E. Shaw & Co., Inc. | -326,471 | -6.0% | 5,107,561 |
| CITADEL ADVISORS LLC | -216,408 | -30.7% | 488,814 |
| Atom Investors LP | -212,268 | -70.2% | 90,138 |
| Quantbot Technologies LP | -210,317 | -77.7% | 60,221 |
| STATE STREET CORP | -185,967 | -7.0% | 2,460,431 |
| Voleon Capital Management LP | -182,788 | -21.5% | 666,502 |
| Rock Springs Capital Management LP | -175,000 | -6.5% | 2,500,000 |
| XTX Topco Ltd | -171,099 | -60.3% | 112,419 |
| Squarepoint Ops LLC | -139,452 | -35.7% | 250,842 |
| MORGAN STANLEY | -112,067 | -1.2% | 8,969,012 |
| Graham Capital Management, L.P. | -106,623 | -58.1% | 76,924 |