Among active 13F managers last quarter, 4 opened and 25 added, while 18 reduced; the largest holder to move was Rock Springs Capital Management LP (−6.5%). Over the last 180 days, 1 insider sold and none bought, a net -$329K in open-market trades.
The legs disagree, or only one of them leans.
177 tracked 13F filers disclose a position in EVH as of the latest SEC 13F filings, a combined $446.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.8M | $80.3M | ▲+36% Added · +3.9M sh | Q2 2026 | |
| 2 | Cadian Capital Management, LP | 10.8M | $58.6M | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 9.1M | $20.7M | ▼−2.1% Reduced · −197K sh | Q1 2026 | |
| 4 | UBS Group AG | 8.2M | $18.6M | ▲+33% Added · +2.0M sh | Q1 2026 | |
| 5 | Rubicon Founders LLC | 5.8M | $31.5M | —Held | Q2 2026 | |
| 6 | Engaged Capital LLC | 5.6M | $30.2M | —Held | Q2 2026 | |
| 7 | D. E. Shaw & Co., Inc. | 5.4M | $12.4M | ▲+3.1% Added · +165K sh | Q1 2026 | |
| 8 | Vanguard Capital Management LLC | 4.8M | $26.0M | ▼−1.6% Reduced · −79K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 2.9M | $15.7M | ▲+11% Added · +286K sh | Q2 2026 | |
| 10 | Rock Springs Capital Management LP | 2.5M | $13.6M | ▼−6.5% Reduced · −175K sh | Q2 2026 | |
| 11 | State Street Corp | 2.5M | $13.3M | ▼−7.0% Reduced · −186K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 2.2M | $5.1M | ▲+22% Added · +403K sh | Q1 2026 | |
| 13 | Charles Schwab Investment Management Inc | 1.9M | $4.4M | ▲+29% Added · +433K sh | Q1 2026 | |
| 14 | Dimensional Fund Advisors LP | 1.8M | $4.1M | ▼−22% Reduced · −517K sh | Q1 2026 | |
| 15 | Jane Street Group, LLC | 1.8M | $4.1M | ▼−39% Reduced · −1.2M sh | Q1 2026 | |
| 16 | Rock Point Advisors, LLC | 1.7M | $9.3M | ▼−3.7% Reduced · −67K sh | Q2 2026 | |
| 17 | Jacobs Levy Equity Management, Inc | 1.6M | $8.7M | ▲+163% Added · +992K sh | Q2 2026 | |
| 18 | Kennedy Capital Management LLC | 1.6M | $3.6M | ▲+73% Added · +672K sh | Q1 2026 | |
| 19 | Vanguard Portfolio Management LLC | 1.3M | $7.3M | ▲+45% Added · +417K sh | Q2 2026 | |
| 20 | Northern Trust Corp | 917K | $2.1M | ▼−13% Reduced · −135K sh | Q1 2026 | |
| 21 | Hudson Bay Capital Management LP | 913K | $4.9M | ▼−31% Reduced · −403K sh | Q2 2026 | |
| 22 | BNP Paribas Financial Markets | 891K | $2.0M | ▲+64% Added · +347K sh | Q1 2026 | |
| 23 | Two Sigma Investments, LP | 871K | $2.0M | ▼−43% Reduced · −666K sh | Q1 2026 | |
| 24 | Walleye Capital LLC | 846K | $4.6M | ▲+522% Added · +710K sh | Q2 2026 | |
| 25 | Citigroup Inc | 812K | $1.9M | ▲+39% Added · +228K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in EVH and 25 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 92 funds | $140.3B |
| Nvidia CorpNVDA | 90 funds | $204.5B |
| Meta Platforms Inc-Class AMETA | 90 funds | $58.1B |
| Amazon.com IncAMZN | 89 funds | $99.9B |
| Apple IncAAPL | 87 funds | $157.5B |
| Broadcom IncAVGO | 87 funds | $82.0B |
| Alphabet Inc-CL AGOOGL | 87 funds | $75.0B |
| Eli Lilly & CoLLY | 87 funds | $40.8B |
| JPMorgan Chase & CoJPM | 87 funds | $30.7B |
| Micron Technology IncMU | 87 funds | $21.1B |
| Costco Wholesale CorpCOST | 87 funds | $19.7B |
| Tesla IncTSLA | 86 funds | $37.4B |
Ranked by how many of EVH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | McCarthy Daniel Joseph | PRESIDENT | Sell (S) | 66K | $329K |
| Nov 18, 2025 | Springstubb Brendan B | Director | Buy (P) | 10K | $38K |
| Mar 7, 2025 | Keck Kim | Director | Buy (P) | 11K | $99K |
| Mar 7, 2025 | Springstubb Brendan B | Director | Buy (P) | 15K | $139K |
| Mar 7, 2025 | Jelinek Richard M | Director | Buy (P) 2 lots, same day | 30K | $274K |
| Mar 6, 2025 | Barbarosh Craig A. | Director | Buy (P) | 2K | $18K |
| Mar 6, 2025 | Glass Russell Monroe | Director | Buy (P) | 5K | $50K |
| Mar 6, 2025 | Blackley Seth | Chief Executive Officer, Director | Buy (P) | 55K | $498K |
| Mar 6, 2025 | Grua Peter J | Director | Buy (P) | 11K | $99K |
| Mar 6, 2025 | McCarthy Daniel Joseph | PRESIDENT | Buy (P) | 11K | $99K |
| Mar 6, 2025 | Holder Diane | Director | Buy (P) | 3K | $26K |
| Mar 4, 2025 | Springstubb Brendan B | Director | Buy (P) | 5K | $44K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 40 | – |
Insiders Form 4 open-market | 0 | 1 | -$329K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| EVHthis pagecs | 177 funds | $446.6M |
| EVH 3.5 12/01/29SDBCV | 18 funds | $232.4M |
| EVH 4.5 08/15/31SDBCV | 18 funds | $116.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for EVH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EVH/capital-change-brief"
Use Arkolith's capital_change_brief for EVH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EVH. Filings are public domain, sourced to SEC EDGAR.