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28 hedge funds and large institutions have $35M invested in Evotec in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

33% more funds holding

Funds holding: 2128 (+7)

1.31% more ownership

Funds ownership: 2.8%4.11% (+1.3%)

10% less capital invested

Capital invested by funds: $38.9M → $35M (-$3.91M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1
Mubadala Investment Company
United Arab Emirates
$22.1M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.75M +$11.4M +2,031,576 New
Millennium Management
3
Millennium Management
New York
$919K +$610K +108,713 +131%
Morgan Stanley
4
Morgan Stanley
New York
$585K +$192K +34,204 +39%
DA
5
DCF Advisers
Connecticut
$552K +$377K +67,156 +141%
BlackRock
6
BlackRock
New York
$396K +$252K +44,998 +120%
Goldman Sachs
7
Goldman Sachs
New York
$311K +$364K +64,856 New
VPIM
8
Vanguard Personalized Indexing Management
California
$87.1K +$108K +19,233 New
QCG
9
Quadrant Capital Group
Ohio
$68.2K +$44.4K +7,910 +125%
Mariner
10
Mariner
Kansas
$58.4K +$69K +12,311 New
Citadel Advisors
11
Citadel Advisors
Florida
$54.9K +$64.2K +11,444 New
ACM
12
ADAR1 Capital Management
Texas
$45.1K +$9.53K +1,700 +22%
Bank of America
13
Bank of America
North Carolina
$28.6K +$10.6K +1,887 +46%
S
14
SignatureFD
Georgia
$21.5K +$19.3K +3,436 +328%
LC
15
Lindbrook Capital
California
$10K +$10K +1,784 +587%
BFP
16
Briaud Financial Planning
Texas
$10K
US Bancorp
17
US Bancorp
Minnesota
$8.15K +$6.29K +1,122 +195%
PA
18
Parallel Advisors
California
$7.39K +$8.24K +1,470 +2,100%
UBS Group
19
UBS Group
Switzerland
$4.94K -$4.13K -736 -42%
HWA
20
HHM Wealth Advisors
Tennessee
$2.16K +$2.52K +450 New
ACM
21
Accent Capital Management
Ohio
$1.98K +$2.31K +412 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.59K +$1.86K +332 New
CA
23
Clearstead Advisors
Ohio
$960
EWA
24
EverSource Wealth Advisors
Alabama
$528 +$622 +111 New
TRCT
25
Tower Research Capital (TRC)
New York
$523 +$611 +109 New

EVO Hedge Fund Activity: Q2 2024 in Review

28 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Evotec (EVO) for Q2 2024, worth a combined $35M — down 10% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVO positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $11.4M. The largest seller was Optiver Holding, exiting entirely with an estimated $325K sold.

  • 28 institutional investors held Evotec (EVO) as of Q2 2024, up from 21 in Q1 2024.
  • Funds reported $35M of Evotec stock for Q2 2024, down 10% quarter-over-quarter.
  • 10 funds opened new Evotec positions in Q2 2024 and 2 closed out, a net change of +8 holders.
  • The largest Evotec buyer in Q2 2024 was Wellington Management Group, an estimated $11.4M added.
  • The largest Evotec seller in Q2 2024 was Optiver Holding, an estimated $325K sold.

Based on aggregated 13F filings for Q2 2024.