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Evercore
EVR

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $745K

32% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 72

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

1% more funds holding

Funds holding: 224 → 227 (+3)

3.7% less ownership

Funds ownership: 93.75% → 90.05% (-3.7%)

8% less capital invested

Capital invested by funds: $1.99B → $1.83B (-$160M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.83M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M
2
Millennium Management
Millennium Management
New York
+$11.3M
3
SI
Scout Investments
Missouri
+$7.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.91M
5
AL
AJO LP
Pennsylvania
+$6.31M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$48M
2
AIM
abrdn Investment Management
United Kingdom
-$29.1M
3
Wells Fargo
Wells Fargo
California
-$11.9M
4
HJMC
Hellman Jordan Management Company
Massachusetts
-$10.2M
5
BG
Bahl & Gaynor
Ohio
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
226
Perkins Investment Management
Illinois
– -$8.89M -164,342 Closed
AC
227
Alpenglow Capital
California
– -$5.53M -102,182 Closed
WRF
228
Waddell & Reed Financial
Kansas
– -$4.92M -91,000 Closed
MCM
229
Maltese Capital Management
New York
– -$4.87M -90,000 Closed
GIM
230
Granahan Investment Management
Massachusetts
– -$4.57M -84,600 Closed
HHC
231
Hutchin Hill Capital
New York
– -$3.24M -60,000 Closed
AAMU
232
AEGON Asset Management (UK)
United Kingdom
– -$2.3M -42,613 Closed
UAS
233
United Asset Strategies
New York
– -$2.24M -41,492 Closed
SIP
234
Stoneridge Investment Partners
Pennsylvania
– -$1.95M -35,968 Closed
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
– -$1.5M -27,768 Closed
QSS
236
Quantitative Systematic Strategies
Florida
– -$1M -18,389 Closed
SS
237
Simplicity Solutions
Minnesota
– -$835K -15,447 Closed
CIA
238
Capital Impact Advisors
Massachusetts
– -$831K -15,366 Closed
USAA
239
United Services Automobile Association
Texas
– -$470K -8,700 Closed
RCM
240
Rotella Capital Management
Washington
– -$340K -6,280 Closed
DTL
241
Dynamic Technology Lab
Singapore
– -$334K -6,174 Closed
GC
242
Gratry & Company
Ohio
– -$315K -5,825 Closed
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
– -$251K -5,262 Closed
Bessemer Group
244
Bessemer Group
New Jersey
– -$270K -5,000 Closed
QT
245
Quantbot Technologies
New York
– -$258K -4,777 Closed
JIC
246
Johnson Investment Counsel
Ohio
– -$243K -4,496 Closed
VKH
247
Virtu KCG Holdings
New York
– -$223K -4,119 Closed
DC
248
Deere & Company
Illinois
– -$209K -3,863 Closed
PG
249
PEAK6 Group
Illinois
– -$128K -2,687 Closed
LWM
250
Lenox Wealth Management
Ohio
– -$42K -776 Closed
7 8 9
10
11

EVR Hedge Fund Activity: Q1 2016 in Review

227 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2016, worth a combined $1.83B — down 8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVR positions and 29 closed out — a net gain of 6 holders — while 95 added to existing stakes and 72 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $13.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $48M sold.

  • 227 institutional investors held Evercore (EVR) as of Q1 2016, up from 224 in Q4 2015.
  • Funds reported $1.83B of Evercore stock for Q1 2016, down 8% quarter-over-quarter.
  • 35 funds opened new Evercore positions in Q1 2016 and 29 closed out, a net change of +6 holders.
  • The largest Evercore buyer in Q1 2016 was Renaissance Technologies, an estimated $13.6M added.
  • The largest Evercore seller in Q1 2016 was Lord, Abbett & Co, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2016.