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
-$169,133,000
Market value change
-$167,578,453
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 -$167,578,453 99.31% 7
2025 Q2 $173,633,000 $171,973,796 +$113,208 98.52% 10
2025 Q1 $173,682,000 $170,808,890 +$1,915,041 97.73% 9
2024 Q4 $171,719,000 $167,318,058 -$12,154,486 96.88% 9
2024 Q3 $182,962,000 $193,561,523 -$526,399 105.04% 14
2024 Q2 $181,685,500 $181,195,280 +$981,942 96.88% 14
2024 Q1 $180,676,500 $209,850,274 +$13,173,199 114.29% 10
2023 Q4 $169,263,851 $196,559,962 +$5,230,022 114.3% 12
2023 Q3 $166,587,063 $179,342,224 +$3,299,805 106.81% 14
2023 Q2 $162,822,732 $187,025,288 -$7,530,934 114.14% 18
2023 Q1 $167,398,674 $200,614,787 -$6,527,176 119.14% 16
2022 Q4 $177,270,000 $192,085,833 -$6,295,655 107.99% 23
2022 Q3 $161,533,061 $203,978,640 -$1,825,000 125.78% 23
2022 Q2 $164,442,261 $186,382,974 -$7,254,023 113.34% 22
2022 Q1 $169,093,061 $208,322,169 +$6,285,511 118.32% 23
2021 Q4 $158,664,761 $173,507,093 -$4,442,236 109.48% 21
2021 Q3 $162,114,761 $185,920,476 +$11,459,344 114.65% 23
2021 Q2 $155,842,126 $150,049,654 -$8,438,383 96.52% 21
2021 Q1 $164,752,126 $154,692,331 -$3,977,127 94.06% 23
2020 Q4 $172,112,000 $147,174,089 +$11,566,638 85.87% 21
2020 Q3 $160,440,000 $125,624,189 +$64,763 78.52% 17
2020 Q2 $154,989,000 $102,819,113 -$5,801,384 63.36% 19
2020 Q1 $164,203,000 $107,710,360 +$5,522,069 63.16% 20
2019 Q4 $163,038,000 $117,284,007 +$117,284,007 69.75% 20