EVOLENT HEALTH INC - NOTE 1.500%10/1

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Debt / NOTE 1.500%10/1
Market price (% of par)
99.31%
Total 13F principal
$4,500,000
Principal change
-$130,920,000
Total reported market value
$4,463,668
Number of holders
7
Value change
-$129,827,599
Number of buys
1
Number of sells
4

Institutional Holders of EVOLENT HEALTH INC - NOTE 1.500%10/1 as of Q3 2025

As of 30 Sep 2025, EVOLENT HEALTH INC - NOTE 1.500%10/1 was held by 7 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $4,500,000 in principal (par value) of the bond. The largest 7 bondholders included Sonora Investment Management Group, LLC, JPMORGAN CHASE & CO, CITIGROUP INC, BLAIR WILLIAM & CO/IL, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, and Traub Capital Management LLC. This page lists 7 institutional bondholders reporting positions for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.