Evotec
EVO
21 hedge funds and large institutions have $38.9M invested in Evotec in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.43% less ownership
Funds ownership: 3.23% → 2.8% (-0.43%)
25% less funds holding
Funds holding: 28 → 21 (-7)
42% less capital invested
Capital invested by funds: $67M → $38.9M (-$28.1M)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$200K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$189K |
| 3 |
ACM
ADAR1 Capital Management
Austin,
Texas
|
+$60.6K |
| 4 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
+$32.9K |
| 5 |
BFP
Briaud Financial Planning
College Station,
Texas
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.74M |
| 2 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$2.04M |
| 3 |
Optiver Holding
Amsterdam,
Netherlands
|
-$309K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$141K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
26
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$5.28K | -450 | Closed |
|
|
GI
27
GAMMA Investing
Foster City,
California
| – | -$2.21K | -285 | Closed |
|
28
First Manhattan
New York
| – | -$2.64K | -225 | Closed |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.85K | -158 | Closed |
|
30
JP Morgan Chase
New York
| – | -$1.58K | -135 | Closed |
|
31
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.18K | -101 | Closed |
|
EVO Hedge Fund Activity: Q1 2024 in Review
21 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Evotec (EVO) for Q1 2024, worth a combined $38.9M — down 42% from $67M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EVO and 3 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 7 added.
The largest buyer was BlackRock, adding an estimated $200K. The largest seller was Federated Hermes, exiting entirely with an estimated $6.74M sold.
- 21 institutional investors held Evotec (EVO) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $38.9M of Evotec stock for Q1 2024, down 42% quarter-over-quarter.
- 3 funds opened new Evotec positions in Q1 2024 and 10 closed out, a net change of -7 holders.
- The largest Evotec buyer in Q1 2024 was BlackRock, an estimated $200K added.
- The largest Evotec seller in Q1 2024 was Federated Hermes, an estimated $6.74M sold.
Based on aggregated 13F filings for Q1 2024.