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Evolv Technologies

181 hedge funds and large institutions have $377M invested in Evolv Technologies in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

44% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $5.06M

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

3% more funds holding

Funds holding: 175181 (+6)

0.85% less ownership

Funds ownership: 53.72%52.87% (-0.85%)

4% less capital invested

Capital invested by funds: $392M → $377M (-$15.1M)

Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
28
Increased
60
Reduced
47
Closed
19
Calls
$7.28M
Puts
$5.06M
Net Calls
+$2.22M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$82.9K
SW
127
SkyOak Wealth
Michigan
$80.6K
ACA
128
Anchor Capital Advisors
Massachusetts
$77.1K
Citigroup
129
Citigroup
New York
$76.7K +$68.2K +15,954 +5,214%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$76.6K -$15.8K -3,706 -19%
TDC
131
Thompson Davis & Co
Virginia
$75.5K -$33.3K -7,800 -33%
Mariner
132
Mariner
Kansas
$75.2K +$8.54K +1,999 +14%
CWM
133
Cranbrook Wealth Management
Michigan
$74.7K -$17.9K -4,184 -21%
GRP
134
Global Retirement Partners
California
$71.1K
SSA
135
Sierra Summit Advisors
Nevada
$70.7K +$64K +14,972 New
Principal Financial Group
136
Principal Financial Group
Iowa
$68.9K -$579K -135,536 -90%
BFG
137
Bleakley Financial Group
New Jersey
$66.7K +$60.4K +14,126 New
SS
138
Simplicity Solutions
Minnesota
$66.7K +$60.4K +14,126 New
EC
139
EntryPoint Capital
New York
$66K +$59.8K +13,993 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$64.9K -$1.95K -457 -3%
Victory Capital Management
141
Victory Capital Management
Texas
$59.9K +$11.2K +2,629 +26%
MF
142
Magnetar Financial
Illinois
$59.5K +$199K +46,587 +47%
WANY
143
Wealthspire Advisors (New York)
New York
$57.5K
NL
144
NWAM LLC
Washington
$54.8K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$53.7K +$48.7K +11,387 New
WVP
146
Worth Venture Partners
New Jersey
$53K +$48K +11,229 New
AIP
147
Ameritas Investment Partners
Nebraska
$52.5K
LA
148
Legacy Advisors
Pennsylvania
$52.4K -$1.39K -326 -3%
AB
149
Amalgamated Bank
New York
$52K +$466 +109 +1%
WFAG
150
Worth Financial Advisory Group
North Carolina
$49.9K +$45.2K +10,565 New

EVLV Hedge Fund Activity: Q4 2023 in Review

181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evolv Technologies (EVLV) for Q4 2023, worth a combined $377M — down 3.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EVLV positions and 19 closed out — a net gain of 9 holders — while 60 added to existing stakes and 47 trimmed.

The largest buyer was Key Colony Management, adding an estimated $7.28M. The largest seller was Millennium Management, cutting an estimated $4.72M.

  • 181 institutional investors held Evolv Technologies (EVLV) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $377M of Evolv Technologies stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 28 funds opened new Evolv Technologies positions in Q4 2023 and 19 closed out, a net change of +9 holders.
  • The largest Evolv Technologies buyer in Q4 2023 was Key Colony Management, an estimated $7.28M added.
  • The largest Evolv Technologies seller in Q4 2023 was Millennium Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2023.