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Evotec
EVO

24 hedge funds and large institutions have $12M invested in Evotec in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

20% more funds holding

Funds holding: 20 → 24 (+4)

0.09% less ownership

Funds ownership: 0.78% → 0.69% (-0.09%)

22% less capital invested

Capital invested by funds: $15.4M → $12M (-$3.43M)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$301K
2
Morgan Stanley
Morgan Stanley
New York
+$180K
3
Citadel Advisors
Citadel Advisors
Florida
+$144K
4
DA
DCF Advisers
Connecticut
+$74.1K
5
BlackRock
BlackRock
New York
+$48.4K

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$2.01M
2
Optiver Holding
Optiver Holding
Netherlands
-$271K
3
Jane Street
Jane Street
New York
-$207K
4
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$156K
5
UBS Group
UBS Group
Switzerland
-$64.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
1
Federated Hermes
Pennsylvania
$5.71M -$2.01M -171,467 -23%
Millennium Management
2
Millennium Management
New York
$2.28M +$24.8K +2,108 +0.9%
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$2M -$156K -13,300 -6%
Morgan Stanley
4
Morgan Stanley
New York
$672K +$180K +15,286 +29%
DA
5
DCF Advisers
Connecticut
$484K +$74.1K +6,309 +15%
Citadel Advisors
6
Citadel Advisors
Florida
$254K +$144K +12,254 +91%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$253K +$301K +25,638 New
Optiver Holding
8
Optiver Holding
Netherlands
$107K -$271K -23,082 -68%
BlackRock
9
BlackRock
New York
$94.3K +$48.4K +4,118 +76%
Bank of America
10
Bank of America
North Carolina
$51.8K +$9.34K +795 +18%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$44.3K – – –
BFP
12
Briaud Financial Planning
Texas
$21K +$25.4K +2,160 New
UBS Group
13
UBS Group
Switzerland
$18.2K -$64.5K -5,486 -75%
S
14
SignatureFD
Georgia
$5.35K +$4.68K +398 +276%
WT
15
Washington Trust
Rhode Island
$4.16K – – –
CA
16
Clearstead Advisors
Ohio
$2.96K +$3.52K +300 New
US Bancorp
17
US Bancorp
Minnesota
$2.47K – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$1.33K +$1.59K +135 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$996 +$975 +83 +461%
LC
21
Lindbrook Capital
California
$711 – – –
PA
22
Parallel Advisors
California
$691 – – –
BIA
23
Bell Investment Advisors
California
$652 – – –
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$99 +$118 +10 New
Jane Street
25
Jane Street
New York
– -$207K -18,310 Closed

EVO Hedge Fund Activity: Q3 2023 in Review

24 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Evotec (EVO) for Q3 2023, worth a combined $12M — down 22% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVO positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $301K. The largest seller was Federated Hermes, cutting an estimated $2.01M.

  • 24 institutional investors held Evotec (EVO) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $12M of Evotec stock for Q3 2023, down 22% quarter-over-quarter.
  • 5 funds opened new Evotec positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Evotec buyer in Q3 2023 was Cetera Investment Advisers, an estimated $301K added.
  • The largest Evotec seller in Q3 2023 was Federated Hermes, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2023.