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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.5KNew |
$302K - $410K
|
11.5K
$130K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$395K - $537K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.6K+ 10.93% |
$437K - $593K
|
168K
$1.9M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.15K- 25.35% |
$136K - $184K
|
15.2K
$172K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
717+ 7.1% |
$18.9K - $25.7K
|
10.8K
$122K
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
21.2KNew |
$559K - $759K
|
21.2K
$240K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$26.4 - $35.8
|
5
$56.6
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.58MNew |
$41.6M - $56.5M
|
1.58M
$17.8M
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
144New |
$3.79K - $5.16K
|
144
$1.63K
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.7K- 32.22% |
$203K - $276K
|
16.2K
$183K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-11- 22.0% |
$290 - $394
|
39
$441
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.88K+ 33.35% |
$75.8K - $103K
|
11.5K
$130K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.2% |
$26.4 - $35.8
|
508
$5.75K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.43KNew |
$90.5K - $123K
|
3.43K
$38.8K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 20.93% |
$474 - $644
|
68
$769
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
6.64KNew |
$175K - $238K
|
6.64K
$75.1K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8KNew |
$468K - $635K
|
17.8K
$201K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.5K+ 33.33% |
$55.5K - $93.5K
|
10K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-279- 75.0% |
$6.2K - $10.4K
|
93
$1.05K
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-202K- 88.48% |
$4.49M - $7.56M
|
26.3K
$298K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
518New |
$11.5K - $19.4K
|
518
$5.86K
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
32.5KNew |
$721K - $1.22M
|
32.5K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18KNew |
$400K - $673K
|
18K
$204K
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $382K
|
10.2K
$115K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
192+ 6400.0% |
$4.26K - $7.18K
|
195
$2.21K
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-100K- 71.27% |
$2.23M - $3.76M
|
40.5K
$458K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20New |
$444 - $748
|
20
$226
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 11.81% |
$333 - $561
|
112
$1.27K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
431New |
$9.57K - $16.1K
|
431
$4.87K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 83.33% |
$44.4K - $74.8K
|
400
$4.52K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
453+ 137.69% |
$10.1K - $16.9K
|
782
$8.84K
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
25.9KNew |
$575K - $969K
|
25.9K
$293K
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.47K+ 11.72% |
$32.7K - $55.1K
|
14K
$159K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 36.36% |
$178 - $299
|
30
$339
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-15- 48.39% |
$333 - $561
|
16
$181
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
128New |
$2.84K - $4.79K
|
128
$1.45K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
949+ 13.7% |
$21.1K - $35.5K
|
7.87K
$89.1K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
6KNew |
$176K - $238K
|
6K
$67.9K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.25K- 61.0% |
$95.4K - $129K
|
2.08K
$23.5K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$8.81K - $11.9K
|
300
$3.39K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.45K+ 19.34% |
$72K - $97.5K
|
15.1K
$171K
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
642KNew |
$18.9M - $25.5M
|
642K
$7.26M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$3.74M - $5.05M
|
127K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.6KNew |
$400K - $541K
|
13.6K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.7KNew |
$402K - $544K
|
13.7K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
19.6K+ 32.33% |
$576K - $780K
|
80.3K
$908K
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
15.5K+ 13.35% |
$455K - $615K
|
131K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.63KNew |
$195K - $264K
|
6.63K
$75K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-66- 0.66% |
$1.94K - $2.62K
|
9.92K
$112K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.36KNew |
$275K - $372K
|
9.36K
$106K
|