Exploring Evolent Health, Inc. (EVH) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Evolent Health, Inc. (EVH), and what their investment strategies might reveal about the company's future? With institutional ownership at 106.15%, it's clear that big firms have a significant stake. But who are these key investors, and why are they holding or changing their positions? As of April 17, 2025, the share price stood at $8.96, a considerable drop from $29.62 on April 18, 2024. Is this a cause for concern, or an opportunity? Let's delve into the details of Evolent Health's investor profile to uncover the motivations driving investment decisions and what they might signal for the company's trajectory.

Evolent Health, Inc. (EVH) Who Invests in Evolent Health, Inc. (EVH) and Why?

Understanding the investor profile of Evolent Health, Inc. (EVH) involves examining the various types of investors, their motivations, and the strategies they employ. This provides valuable insights into the market's perception of the company and its future prospects.

Key Investor Types:

The investor base of Evolent Health, Inc. (EVH) can be broadly categorized into:

• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large financial institutions. Institutional investors often hold significant portions of a company's shares and can have a substantial impact on its stock price.
• Retail Investors: Individual investors who buy and sell securities for their own accounts. Their investment decisions are typically influenced by personal financial goals and risk tolerance.
• Hedge Funds: Investment partnerships that use various strategies, including leverage and derivatives, to generate higher returns. Their investment horizons can range from short-term to long-term.
• Insider Investors: Company executives and board members who own shares of the company. Their investment activities are closely monitored as they have intimate knowledge of the company's operations and prospects.

Investment Motivations:

Investors are attracted to Evolent Health, Inc. (EVH) for a variety of reasons:

• Growth Prospects: Evolent Health, Inc. (EVH) operates in the healthcare technology and services sector, which is experiencing significant growth due to the increasing demand for value-based care solutions. Investors may be drawn to the company's potential to capitalize on this trend.
• Market Position: Evolent Health, Inc. (EVH)'s position in the market as a provider of clinical and administrative solutions for health plans and providers may attract investors seeking exposure to a well-established player in the healthcare industry.

Investment Strategies:

Different investors may adopt various strategies when investing in Evolent Health, Inc. (EVH):

• Long-Term Holding: Some investors may view Evolent Health, Inc. (EVH) as a long-term investment opportunity, holding shares for an extended period to benefit from the company's growth and potential appreciation in value.
• Short-Term Trading: Other investors may engage in short-term trading strategies, seeking to profit from short-term price fluctuations in Evolent Health, Inc. (EVH)'s stock.
• Value Investing: Value investors may be attracted to Evolent Health, Inc. (EVH) if they believe the company is undervalued by the market, based on its financial performance and future prospects.

Examining the ownership structure of Evolent Health, Inc. (EVH) can reveal the composition of its investor base. According to recent data, the top institutional holders of Evolent Health, Inc. (EVH) include entities such as BlackRock Fund Advisors, The Vanguard Group, and State Street Global Advisors. These firms hold significant stakes, reflecting institutional confidence in the company's potential.

The following table illustrates some of the major institutional investors in Evolent Health, Inc. (EVH) and their holdings:

For more insights into Evolent Health, Inc. (EVH)'s mission, vision, and core values, you can explore: Mission Statement, Vision, & Core Values of Evolent Health, Inc. (EVH).

Evolent Health, Inc. (EVH) Institutional Ownership and Major Shareholders of Evolent Health, Inc. (EVH)

Institutional ownership in Evolent Health, Inc. (EVH) plays a significant role in the company's stock performance and strategic direction. These large investors often have substantial stakes, and their trading activities can influence stock prices and market sentiment. Examining the top institutional holders and recent changes in their positions provides valuable insights into the overall investor confidence in Evolent Health, Inc. (EVH). You might also be interested in: Evolent Health, Inc. (EVH): History, Ownership, Mission, How It Works & Makes Money

Here are some of the top institutional investors in Evolent Health, Inc. (EVH), along with details about their holdings:

• The Vanguard Group, Inc.: As of 2024, The Vanguard Group, Inc. holds a significant number of shares in Evolent Health, Inc. (EVH), making it one of the top institutional holders.
• BlackRock Fund Advisors: BlackRock Fund Advisors also maintains a substantial position in Evolent Health, Inc. (EVH).
• State Street Global Advisors, Inc.: Another key institutional investor, State Street Global Advisors, Inc., holds a notable stake in Evolent Health, Inc. (EVH).

Tracking changes in institutional ownership can indicate shifts in investor sentiment. Recent transactions by major holders can provide clues about the perceived future prospects of Evolent Health, Inc. (EVH).

Key trends in institutional ownership include:

• Increased Stakes: Some institutional investors may have increased their holdings, signaling confidence in Evolent Health, Inc. (EVH)'s growth potential and strategic initiatives.
• Decreased Stakes: Conversely, other institutions may have reduced their positions, possibly due to concerns about market conditions, company performance, or alternative investment opportunities.
• New Positions: The emergence of new institutional investors can suggest growing interest in Evolent Health, Inc. (EVH) from a broader investment community.

The actions of these major investors can have several impacts:

• Stock Price Volatility: Large trades by institutional investors can lead to increased volatility in Evolent Health, Inc. (EVH)'s stock price.
• Market Sentiment: Their investment decisions can influence overall market sentiment towards the company.
• Strategic Influence: Major shareholders may engage with company management and influence strategic decisions.

Below is a table summarizing some of the key institutional investors and their approximate holdings in Evolent Health, Inc. (EVH) as of 2024. Please note that the exact numbers may vary due to continuous trading activities.

These institutional investors play a crucial role in Evolent Health, Inc. (EVH)'s financial ecosystem, influencing its stock dynamics and strategic pathways through their significant holdings and trading behaviors.

Evolent Health, Inc. (EVH) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Evolent Health, Inc. (EVH) provides valuable insights into the company's stability, strategic direction, and potential for growth. A diverse investor base can offer stability, while the presence of influential investors may signal strategic shifts and impact stock performance. As of April 2025, Evolent Health has a mix of institutional, retail, and individual investors.

As of December 31, 2024, 526 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 148,843,705 shares. Institutional investors hold approximately 106.15% of the shares. Major holders can include individual investors, mutual funds, hedge funds, or institutions.

Here are some of the top institutional holders and their positions as of December 31, 2024:

• Vanguard Group Inc: Held 11.17 million shares, representing 9.58% of the outstanding shares, valued at $97,524,562.
• Wellington Management Group LLP: Held 10.44 million shares, accounting for 8.95% of the shares, with a value of $91,110,596.
• BlackRock Inc.: Held 9.32 million shares, which is 8.00% of the company, valued at $81,391,828.
• Engaged Capital LLC: Held 5.4 million shares, representing 4.64% of the shares, valued at $47,183,622.
• Cadian Capital Management, LP: Held 5.23 million shares, accounting for 4.48% of the shares, with a value of $45,614,256.
• William Blair Investment Management, LLC: Held 4.78 million shares, which is 4.10% of the company, valued at $41,739,271.
• Eventide Asset Management LLC: Held 4.55 million shares, representing 3.90% of the shares, valued at $39,741,629.
• FMR, LLC: Held 4.48 million shares, accounting for 3.84% of the shares, with a value of $39,079,685.

Top mutual fund holders include:

• Vanguard Health Care Fund: Held 6.78 million shares as of January 31, 2025, representing 5.81% of the company, valued at $59,174,267.
• Fidelity Small Cap Value Fund: Held 4.47 million shares as of January 31, 2025, accounting for 3.83%, with a value of $39,015,118.
• Vanguard Total Stock Market Index Fund: Held 3.44 million shares as of December 31, 2024, with 2.95% stake, valued at $30,031,826.
• iShares Russell 2000 ETF: Held 3.06 million shares as of March 31, 2025, representing 2.62%, valued at $26,675,971.

Institutional ownership can significantly influence a company's stock price and decisions. Institutions with large stakes often have the resources to conduct thorough research and analysis, leading to informed investment decisions. Their trading activity can create momentum in the stock, either positive or negative. Furthermore, these large investors may engage with the company's management to influence strategic decisions.

Activist investors, such as Engaged Capital, can play a particularly influential role. In February 2025, Evolent Health reached a cooperation agreement with Engaged Capital, leading to a 1.2% increase in Evolent Health's stock. As part of the agreement, Brendan Springstubb, previously a principal at Engaged Capital, was added to Evolent's board and the board’s strategy committee. This move reflects Engaged Capital's active involvement in shaping Evolent's strategic direction. In August 2024, it was reported that Engaged Capital had taken a sizable stake in Evolent in 2020 and pushed the company to explore options to boost shareholder value, eventually entering into a settlement that created a strategy committee focused on 'value creation initiatives.'

Recent moves by key investors, such as increasing or decreasing their positions, can provide insights into their confidence in the company's future prospects. For instance, in December 2024, UBS Group increased its holdings by 915%, while Camber Capital Management increased its holdings by 186%. Conversely, RA Capital Management decreased its shares by -58% and Wellington Management Company decreased their shares by -17%. These changes can reflect differing opinions on Evolent Health's valuation and growth potential.

Overall, the investor profile of Evolent Health indicates a company with significant institutional backing, which can provide stability and influence. The presence of activist investors like Engaged Capital suggests potential for strategic changes aimed at enhancing shareholder value. Monitoring the moves of these key investors can offer valuable insights into the company's future direction and stock performance.

Evolent Health, Inc. (EVH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Evolent Health, Inc. (EVH) is crucial for assessing the company's financial health and future prospects. Analyzing the behavior of major shareholders, recent market responses, and analyst perspectives provides a comprehensive view of how the investment community perceives EVH.

Recent market reactions to Evolent Health, Inc. (EVH) stock often reflect significant changes in ownership or substantial moves by large investors. Monitoring these reactions can provide insights into the market's confidence in the company's strategic direction and financial stability. For example, a notable increase in institutional investment might signal positive expectations, while a significant sell-off could indicate concerns about future performance.

Analyst perspectives play a key role in shaping investor sentiment toward Evolent Health, Inc. (EVH). Analysts offer insights based on in-depth research and financial modeling, which can influence how key investors view the company's potential. These analyses typically cover:

• Financial Performance: Assessments of revenue growth, profitability, and cash flow.
• Strategic Initiatives: Evaluations of new business ventures, partnerships, and acquisitions.
• Market Position: Analysis of EVH's competitive standing and market share.
• Regulatory Environment: Insights into how changes in healthcare regulations might affect the company.

The insights from analysts on the impact of key investors on Evolent Health, Inc.'s future are crucial. Positive ratings and price target increases can boost investor confidence, while downgrades can lead to increased scrutiny and potential stock sell-offs. Keeping abreast of these analyst opinions is essential for understanding the broader market sentiment surrounding EVH.

Examining the trends in institutional ownership can offer clues about the long-term confidence in Evolent Health, Inc. (EVH). An increase in institutional holdings might suggest strong belief in the company's growth potential, whereas a decrease could indicate concerns about future performance. Monitoring these changes helps to gauge the overall investor sentiment. Here's a general overview of how different types of investors might view EVH:

• Institutional Investors: Often conduct thorough due diligence and invest based on long-term growth prospects.
• Retail Investors: May be influenced by short-term market trends and news.
• Activist Investors: Can drive significant changes in company strategy and operations.

Here is a sample table illustrating potential investor reactions based on different scenarios:

For additional insights into Evolent Health, Inc.'s mission and values, see: Mission Statement, Vision, & Core Values of Evolent Health, Inc. (EVH).