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Evotec
EVO

28 hedge funds and large institutions have $67M invested in Evotec in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more capital invested

Capital invested by funds: $12M → $67M (+$55M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

17% more funds holding

Funds holding: 24 → 28 (+4)

2.54% more ownership

Funds ownership: 0.69% → 3.23% (+2.5%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
+$686K
2
Morgan Stanley
Morgan Stanley
New York
+$189K
3
OMC
Old Mission Capital
Illinois
+$118K
4
BlackRock
BlackRock
New York
+$25.7K
5
QCG
Quadrant Capital Group
Ohio
+$20.9K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.42M
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$276K
3
Citadel Advisors
Citadel Advisors
Florida
-$254K
4
BFP
Briaud Financial Planning
Texas
-$21K
5
Federated Hermes
Federated Hermes
Pennsylvania
-$15.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1
Mubadala Investment Company
United Arab Emirates
$53.9M +$45.1M +4,597,701 New
Federated Hermes
2
Federated Hermes
Pennsylvania
$6.74M -$15.7K -1,600 -0.3%
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$2.04M -$276K -28,102 -14%
Morgan Stanley
4
Morgan Stanley
New York
$1.03M +$189K +19,306 +28%
Millennium Management
5
Millennium Management
New York
$1.01M -$1.42M -144,677 -63%
Optiver Holding
6
Optiver Holding
Netherlands
$945K +$686K +69,936 +643%
DA
7
DCF Advisers
Connecticut
$561K -$12.3K -1,250 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$301K – – –
BlackRock
9
BlackRock
New York
$143K +$25.7K +2,622 +27%
OMC
10
Old Mission Capital
Illinois
$141K +$118K +12,019 New
Bank of America
11
Bank of America
North Carolina
$67K +$4.63K +472 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$35K -$14.7K -1,496 -33%
UBS Group
13
UBS Group
Switzerland
$26.7K +$4.27K +435 +24%
QCG
14
Quadrant Capital Group
Ohio
$25K +$20.9K +2,130 New
US Bancorp
15
US Bancorp
Minnesota
$14.3K +$9.51K +970 +388%
S
16
SignatureFD
Georgia
$11.7K +$4.43K +452 +83%
HWA
17
HHM Wealth Advisors
Tennessee
$5.28K +$4.41K +450 New
First Manhattan
18
First Manhattan
New York
$2.64K +$2.21K +225 New
CA
19
Clearstead Advisors
Ohio
$2.23K -$1.08K -110 -37%
GI
20
GAMMA Investing
California
$2.21K +$2.79K +285 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K +$481 +49 +49%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.85K +$1.55K +158 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.58K – – –
BIA
24
Bell Investment Advisors
California
$1.31K +$451 +46 +70%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.18K – – –
1
2

EVO Hedge Fund Activity: Q4 2023 in Review

28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Evotec (EVO) for Q4 2023, worth a combined $67M — up 458% from $12M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVO positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Optiver Holding, adding an estimated $686K. The largest seller was Millennium Management, cutting an estimated $1.42M.

  • 28 institutional investors held Evotec (EVO) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $67M of Evotec stock for Q4 2023, up 458% quarter-over-quarter.
  • 7 funds opened new Evotec positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest Evotec buyer in Q4 2023 was Optiver Holding, an estimated $686K added.
  • The largest Evotec seller in Q4 2023 was Millennium Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2023.