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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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (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: 2821 (-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

Holders
21
Holders Change
-7
Holders Change %
-25%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1
Mubadala Investment Company
United Arab Emirates
$36M
Morgan Stanley
2
Morgan Stanley
New York
$686K +$1.51K +192 +0.2%
Millennium Management
3
Millennium Management
New York
$648K -$28.1K -3,570 -4%
DA
4
DCF Advisers
Connecticut
$374K
Optiver Holding
5
Optiver Holding
Netherlands
$325K -$309K -39,303 -49%
BlackRock
6
BlackRock
New York
$294K +$200K +25,422 +209%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$192K -$8.62K -1,095 -4%
CA
8
Cetera Advisors
Colorado
$188K +$189K +24,043 New
ACM
9
ADAR1 Capital Management
Texas
$60.3K +$60.6K +7,700 New
QCG
10
Quadrant Capital Group
Ohio
$49.4K +$32.9K +4,176 +196%
Bank of America
11
Bank of America
North Carolina
$32K -$12.9K -1,635 -29%
BFP
12
Briaud Financial Planning
Texas
$17K +$17K +2,160 New
UBS Group
13
UBS Group
Switzerland
$13.8K -$4K -508 -22%
S
14
SignatureFD
Georgia
$8.21K +$425 +54 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$5.61K +$5.56K +707 +7,070%
US Bancorp
16
US Bancorp
Minnesota
$4.51K -$5.07K -644 -53%
LC
17
Lindbrook Capital
California
$2.38K +$1.82K +232 +322%
CA
18
Clearstead Advisors
Ohio
$1.07K +$79 +10 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K
PA
20
Parallel Advisors
California
$548
BIA
21
Bell Investment Advisors
California
$541 -$338 -43 -38%
Federated Hermes
22
Federated Hermes
Pennsylvania
-$6.74M -576,933 Closed
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
-$2.04M -174,266 Closed
OMC
24
Old Mission Capital
Illinois
-$141K -12,019 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$35K -2,990 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.