EVOLENT HEALTH INC - NOTE 1.500%10/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2019 to Q3 2025

Type / Class
Debt / NOTE 1.500%10/1
Market price (% of par)
99.31%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$4,500,000
Total reported market value
$4,463,668
Principal change
-$130,920,000
Market value change
-$129,827,599
Number of holders
7
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 7 institutional investors reported holding $4,500,000 in principal (par value) of EVOLENT HEALTH INC - NOTE 1.500%10/1.

Institutional Holders of EVOLENT HEALTH INC - NOTE 1.500%10/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $4,500,000 $4,463,668 -$129,827,599 99.31% 7
2025 Q2 $173,633,000 $171,973,796 +$111,888 98.52% 10
2025 Q1 $173,682,000 $170,808,890 +$1,915,069 97.73% 9
2024 Q4 $171,719,000 $167,318,058 -$12,154,621 96.88% 9
2024 Q3 $182,962,000 $193,561,523 -$526,404 105.04% 14
2024 Q2 $181,685,500 $181,195,280 +$981,638 96.88% 14
2024 Q1 $180,676,500 $209,850,274 +$12,960,703 114.29% 10
2023 Q4 $169,263,851 $209,521,181 +$7,450,871 114.33% 12
2023 Q3 $160,940,063 $183,991,019 +$3,303,252 106.81% 13
2023 Q2 $162,822,732 $198,542,058 +$47,109,042 114.14% 18
2023 Q1 $120,898,674 $156,834,918 -$10,826,032,338 118.96% 15
2022 Q4 $177,137,800 $193,838,456 +$11,386,720 108.14% 24
2022 Q3 $145,463,061 $181,482,016 -$8,917,618 125.8% 21
2022 Q2 $164,293,261 $175,525,063 -$449,813,876 113.34% 22
2022 Q1 $168,943,061 $203,539,889 +$4,787,238 118.31% 22
2021 Q4 $158,514,761 $183,014,942 -$3,463,867 109.63% 20
2021 Q3 $161,964,761 $200,262,160 +$8,769,972 114.71% 22
2021 Q2 $155,692,126 $164,515,824 -$8,438,325 96.57% 20
2021 Q1 $164,602,126 $168,993,400 -$1,422,033,905 94.06% 22
2020 Q4 $170,451,000 $145,748,760 +$11,136,306 85.87% 19
2020 Q3 $160,290,000 $125,504,400 +$64,849 78.17% 16
2020 Q2 $154,839,000 $102,722,320 -$5,804,390 63.36% 18
2020 Q1 $164,056,103 $107,615,048 +$5,520,850 63.2% 19
2019 Q4 $162,900,556 $117,197,496 +$111,908,336 69.94% 20