Evotec AG (EVO) Hedge Fund Ownership (Q1 2026)

Evotec AG (EVO)

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

Smart Money Signals — EVO

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, 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

46 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 — +92% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+92% 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.

🟠

More sellers than buyers — 48% buying

22 buying24 selling

Last quarter: 24 funds reduced or exited vs 22 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.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 9 → 18 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 39% entered in last year

■ 22% conviction (2yr+) ■ 39% medium ■ 39% new

Only 10 funds (22%) 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.

💎

Buying through price weakness — shares -17%, value -33%

Value

-32%

-17%

Last quarter: funds added -17% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

5 → 16 → 9 → 18 → 11 new funds/Q

New funds entering each quarter: 16 → 9 → 18 → 11. A growing number of institutions are discovering EVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 59% of holders entered in last year

■ 30% veterans ■ 11% 1-2yr ■ 59% new

Of 46 current holders: 27 (59%) entered in the past year, only 14 (30%) 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 — 9% AUM from top-100

9% from top-100 AUM funds

10 of 46 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	45	45	-
13F Shares	8M	10M	-16.96%
Total Value	$21M	$31M	-32.76%
New Positions	11	18	-7
Increased Positions	11	6	+5
Closed Positions	11	10	+1
Reduced Positions	13	10	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

10M

-16.96%

Total Value

$21M

$31M

-32.76%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

45 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EVO holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Apollon Wealth Management, LLC	0.00%	12,230	$34K
10	Pathstone Holdings, LLC	0.00%	35,779	$100K
11	UMB Bank, n.a.	0.00%	8,210	$23K
12	Optiver Holding B.V.	0.00%	322,153	$902K
13	Concurrent Investment Advisors, LLC	0.00%	10,016	$28K
14	Global Retirement Partners, LLC	0.00%	4,379	$12K
15	Smartleaf Asset Management LLC	0.00%	1,326	$4K
16	Private Trust Co NA	0.00%	490	$1K
17	LPL Financial LLC	0.00%	166,045	$465K
18	Envestnet Asset Management Inc	0.00%	139,596	$391K
19	Captrust Financial Advisors	0.00%	14,742	$41K
20	Strive Financial Group ,LLC	0.00%	41	—
21	Rockefeller Capital Management L.P.	0.00%	10,219	$29K
22	Silver Grove Financial Group, Inc.	0.00%	25	—
23	Morgan Stanley	0.00%	205,763	$576K
24	Millennium Management LLC	0.00%	22,833	$64K
25	BNP Paribas Financial Markets	0.00%	13,277	$37K

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 — 4 quarters in a row: For 4 consecutive quarters, 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?

More sellers than buyers — 48% buying: Last quarter: 24 funds reduced or exited vs 22 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 — 9% AUM from top-100: 10 of 46 holders rank in the top 100 by AUM, but together hold only 9% 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 — 39% entered in last year: Only 10 funds (22%) 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.

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Evotec AG (EVO)

Smart Money Signals — EVO

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +92% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 39% entered in last year

Buying through price weakness — shares -17%, value -33%

Growing discovery — still being found

Early stage — 59% of holders entered in last year

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — EVO

Hedge Fund Ownership: EVO

Market Analysis: EVO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVO

Hedge Fund Positioning: EVO

Statistics: EVO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Evotec AG (EVO)

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