Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evotec AG (EVO)

35 + Investors. Track Smart Money conviction in EVO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — EVO

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EVO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
35 funds currently hold this stock — 76% of the 3.0-year high of 46 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EVO is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

19 buying26 selling
Last quarter: 26 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 18 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 14% conviction (2yr+) ■ 51% medium ■ 34% new
Only 5 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

16 → 9 → 18 → 11 → 8 new funds/Q
New funds entering each quarter: 9 → 18 → 11 → 8. EVO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 57% of holders entered in last year

■ 23% veterans ■ 20% 1-2yr ■ 57% new
Of 35 current holders: 20 (57%) entered in the past year, only 8 (23%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
8 of 35 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EVO

In 2026 Q2, 19 hedge funds were net buyers of EVO (8 opened a new position, 11 added to an existing one), while 26 reduced or exited (7 trimmed, 19 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: EVO

How many hedge funds hold EVO — quarterly history vs. share price
Quarterly hedge fund ownership of EVO vs. share price

Market Analysis: EVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EVO
35 + Investors

Track Smart Money conviction in EVO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 46 -23.91%
13F Shares 3M 8M -60.99%
Total Value $9M $21M -56.36%
New Positions 8 11 -3
Increased Positions 11 11 -
Closed Positions 19 10 +9
Reduced Positions 7 14 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EVO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DCF Advisers, LLC 0.53% 1,079,024 $3.0M
2 Abc Arbitrage SA 0.11% 371,936 $1.0M
3 Fore Capital, LLC 0.03% 31,355 $88K
4 Wcm Investment Management, LLC 0.00% 671,884 $1.9M
5 Old Mission Capital LLC 0.00% 38,032 $106K
6 Snowden Capital Advisors LLC 0.00% 25,379 $71K
7 Css LLC/Il 0.00% 12,100 $34K
8 XTX Topco Ltd 0.00% 17,891 $50K
9 Leo H. Evart, Inc. 0.00% 228 —
10 Apollon Wealth Management, LLC 0.00% 12,230 $34K
11 Pathstone Holdings, LLC 0.00% 35,779 $100K
12 UMB Bank, n.a. 0.00% 8,210 $23K
13 Optiver Holding B.V. 0.00% 322,153 $902K
14 Concurrent Investment Advisors, LLC 0.00% 10,016 $28K
15 Global Retirement Partners, LLC 0.00% 4,379 $12K
16 Smartleaf Asset Management LLC 0.00% 1,326 $4K
17 Private Trust Co NA 0.00% 490 $1K
18 LPL Financial LLC 0.00% 166,045 $465K
19 Envestnet Asset Management Inc 0.00% 139,596 $391K
20 Captrust Financial Advisors 0.00% 14,742 $41K
21 Strive Financial Group ,LLC 0.00% 41 —
22 Rockefeller Capital Management L.P. 0.00% 10,219 $29K
23 Silver Grove Financial Group, Inc. 0.00% 25 —
24 Morgan Stanley 0.00% 205,763 $576K
25 Millennium Management LLC 0.00% 22,833 $64K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Evotec AG (EVO)

What does the Smart Money Trend signal show for EVO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EVO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVO?

More sellers than buyers — 42% buying: Last quarter: 26 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EVO holders?

Smaller funds dominant — 17% AUM from top-100: 8 of 35 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EVO?

Mostly new holders — 34% entered in last year: Only 5 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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