We are live on ! Find out more
EVLV icon

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
LSPW
151
Lake Street Private Wealth
Illinois
$47.2K
SOW
152
State of Wyoming
Wyoming
$44.6K -$19.1K -4,461 -32%
Osaic Holdings
153
Osaic Holdings
Arizona
$33K -$17.7K -4,150 -37%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$29.5K
CA
155
Centerpoint Advisors
Massachusetts
$24K
SIC
156
Salem Investment Counselors
North Carolina
$23.1K +$20.9K +4,900 New
SC
157
SouthState Corp
Florida
$16.9K
MA
158
MCF Advisors
Kentucky
$16.8K -$27.7K -6,478 -65%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$15.5K +$3.54K +827 +34%
TWM
160
Tradition Wealth Management
Minnesota
$13K +$11.5K +2,698 New
ACM
161
Aquatic Capital Management
Illinois
$13K +$12K +2,800 New
FFA
162
Fairfield Financial Advisors
Massachusetts
$11.1K +$10K +2,345 New
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.72K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$8.26K
SAM
165
Smartleaf Asset Management
Massachusetts
$7.46K +$6.41K +1,500 New
AWM
166
Avior Wealth Management
Nebraska
$5.25K
ASN
167
Advisory Services Network
Georgia
$4.61K +$4.18K +977 New
CWM
168
CarsonAllaria Wealth Management
Illinois
$3.19K
US Bancorp
169
US Bancorp
Minnesota
$2.75K
DJSG
170
D.J. St. Germain
Massachusetts
$2.36K
MSWM
171
McGlone Suttner Wealth Management
Wisconsin
$2.36K +$2.14K +500 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$2K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.12K +262 +257%
SPIA
174
Steward Partners Investment Advisory
New York
$1.42K
RMC
175
Resources Management Corp
Connecticut
$1K

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.