Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVOTEC AG (EVO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — EVO

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EVO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
43 hedge funds hold EVO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +79% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+79% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

23 buying19 selling
Last quarter: 23 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new EVO position: 4 → 16 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 51% new

26% conviction (2yr+) 23% medium 51% new
Of the 43 current holders: 11 (26%) held >2 years, 10 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

6 → 4 → 16 → 8 → 18 new funds/Q
New funds entering each quarter: 4 → 16 → 8 → 18. A growing number of institutions are discovering EVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

42% veterans 12% 1-2yr 47% new
Of 43 current holders: 18 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
8 of 43 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EVO
2026 Q1 Stats Unlock in 16 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 34 26.47%
13F Shares 9M 10M -3.06%
Total Value $29M $35M -17.37%
New Positions 18 8 +10
Increased Positions 5 11 -6
Closed Positions 9 8 +1
Reduced Positions 10 6 +4
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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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

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

Top 10 institutional holders of EVO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SmartHarvest Portfolios, LLC 0.02% 17,748 $44K
2 Apollon Wealth Management, LLC 0.00% 11,168 $28K
3 Concurrent Investment Advisors, LLC 0.00% 10,016 $25K
4 Monetary Solutions, Ltd 0.00% 85
5 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 27,886
6 PRIVATE TRUST CO NA 0.00% 490 $1K
7 ENVESTNET ASSET MANAGEMENT INC 0.00% 119,409 $299K
8 SBI Securities Co., Ltd. 0.00% 97
9 GAMMA Investing LLC 0.00% 44
10 Farther Finance Advisors, LLC 0.00% 10
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVO?

Slight buying edge — 55% buying: Last quarter: 23 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVO holders?

Strong quality — 24% AUM from major funds: 8 of 43 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EVO?

Mixed — 26% long-term, 51% new: Of the 43 current holders: 11 (26%) held >2 years, 10 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.