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Evelo Biosciences, Inc.

EVLODelisted Dec 27, 2023
Industry
Pharmaceutical Preparations
SEC CIK
0001694665

Evelo Biosciences, Inc. was delisted on Dec 27, 2023; its insiders filed their last Form 4 on Nov 8, 2023; 29 institutions reported holding it in 13F filings for Q3 2023, worth $52.0M in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Evelo Biosciences, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
39
−5 vs. Q4 2022
Shares held
85.7M
−1.29M (−1.5%) vs. Q4 2022
Total value
$15.5M
−$124.6M (−88.9%) vs. Q4 2022
New holders
5
9 more added
Sold out
10
10 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EVLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 39 institutions
Q1 2021: 62 institutionsQ2 2021: 66 institutionsQ3 2021: 64 institutionsQ4 2021: 66 institutionsQ1 2022: 68 institutionsQ2 2022: 46 institutionsQ3 2022: 41 institutionsQ4 2022: 44 institutionsQ1 2023: 39 institutionsQ2 2023: 25 institutionsQ3 2023: 29 institutionsQ4 2023: 2 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $15.5M
Q1 2021: $508.0MQ2 2021: $645.4MQ3 2021: $331.6MQ4 2021: $290.1MQ1 2022: $161.1MQ2 2022: $180.4MQ3 2022: $180.0MQ4 2022: $140.1MQ1 2023: $15.5MQ2 2023: $11.3MQ3 2023: $52.0MQ4 2023: $2.63KQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EVLO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20232$2.63K
Q3 202329$52.0M
Q2 202325$11.3M
Q1 202339$15.5M
Q4 202244$140.1M
Q3 202241$180.0M
Q2 202246$180.4M
Q1 202268$161.1M
Q4 202166$290.1M
Q3 202164$331.6M
Q2 202166$645.4M
Q1 202162$508.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Evelo Biosciences, Inc.; share changes are against Q4 2022.

Institutions holding EVLO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada14$00.00%00.0%Unchanged
Daiwa Securities Group Inc.156$00.00%00.0%Unchanged
Simplex Trading, LLC1,469$00.00%+1,469New
National Bank of Canada100$180.00%00.0%Unchanged
Wells Fargo & Company402$730.00%+12+3.1%Added
Larson Financial Group LLC739$1340.00%00.0%Unchanged
Citigroup Inc1,249$2260.00%−98,376−98.7%Reduced
China Universal Asset Management Co., Ltd.1,486$2690.00%+373+33.5%Added
BNP Paribas Arbitrage, SA1,668$3010.00%+115+7.4%Added
Advisor Group Holdings, Inc.1,500$3260.00%00.0%Unchanged
JPMorgan Chase & Co3,927$1.00K0.00%+393+11.1%Added
UBS Group AG7,990$1.45K0.00%+3,426+75.1%Added
Affinity Capital Advisors, LLC10,595$1.92K0.00%+10,595New
Barclays PLC10,883$1.97K0.00%−11,758−51.9%Reduced
Bank of New York Mellon Corp13,150$2.38K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.15,000$2.71K0.00%+15,000New
Virtu Financial LLC24,337$4.00K0.00%+24,337New
Goldman Sachs Group Inc25,695$4.64K0.00%−5,641−18.0%Reduced
Tower Research Capital LLC (TRC)32,327$6.00K0.00%+27,007+507.7%Added
Bank of America Corp50,825$9.15K0.00%+31,546+163.6%Added
Morgan Stanley58,612$10.6K0.00%−20,280−25.7%Reduced
Millennium Management LLC58,418$11.0K0.00%−35,423−37.7%Reduced
Jefferies Financial Group Inc.75,000$13.6K0.00%+75,000New
Northern Trust Corp94,330$17.0K0.00%−640−0.7%Reduced
Bridgeway Capital Management, LLC105,300$19.0K0.00%00.0%Unchanged
Trustees of Columbia University in the City of New York113,850$20.6K0.04%00.0%Unchanged
State Street Corp152,129$27.5K0.00%00.0%Unchanged
Susquehanna International Group, LLP184,104$33.3K0.00%+38,045+26.0%Added
Mayo Clinic479,242$86.6K0.07%00.0%Unchanged
Geode Capital Management, LLC608,675$110.0K0.00%+1,232+0.2%Added
CVI Holdings, LLC840,577$151.9K0.06%−630,995−42.9%Reduced
Alphabet Inc.1,060,495$190.9K0.01%00.0%Unchanged
BlackRock Inc.1,155,394$208.8K0.00%−77,287−6.3%Reduced
HarbourVest Partners LLC3,063,505$553.6K0.19%00.0%Unchanged
Vanguard Group Inc3,168,375$572.5K0.00%00.0%Unchanged
Credit Suisse AG3,625,415$655.1K0.00%−52,973−1.4%Reduced
State of Michigan Retirement System4,070,728$735.6K0.00%00.0%Unchanged
FMR LLC16,197,089$2.93M0.00%−231,262−1.4%Reduced
Flagship Pioneering Inc.50,427,328$9.11M0.35%00.0%Unchanged
683 Capital Management, LLC0$00.00%−90,291−100.0%Sold out
Bessemer Group Inc0$00.00%−61,289−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−52,699−100.0%Sold out
Man Group plc0$00.00%−52,637−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−31,345−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−29,537−100.0%Sold out
Shay Capital LLC0$00.00%−18,511−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−10,135−100.0%Sold out
Citadel Advisors LLC0$00.00%−9,952−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−1,075−100.0%Sold out