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Evercore
EVR

329 hedge funds and large institutions have $3.47B invested in Evercore in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $3.01B → $3.47B (+$467M)

11% more funds holding

Funds holding: 296 → 329 (+33)

4.55% more ownership

Funds ownership: 95.42% → 99.97% (+4.6%)

7% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 123

77% less call options, than puts

Call options by funds: $4.78M | Put options by funds: $20.9M

Holders
329
Holders Change
+33
Holders Change %
+11.15%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
56
Increased
114
Reduced
123
Closed
22
Calls
$4.78M
Puts
$20.9M
Net Calls
-$16.1M
Net Calls Change
-$18.3M

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$28.9M
2
Calamos Advisors
Calamos Advisors
Illinois
+$27.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$26.6M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$21.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$20M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30M
3
BlackRock
BlackRock
New York
-$21M
4
SAM
Sentinel Asset Management
Vermont
-$15.2M
5
American Century Companies
American Century Companies
Missouri
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
Telemus Capital
Michigan
$494K +$9.51K +114 +2%
VI
227
Versor Investments
New York
$481K -$13.7K -164 -3%
CB
228
Cadence Bank
Mississippi
$481K +$446K +5,345 New
CONA
229
Capital One National Association
New York
$467K -$17.9K -215 -4%
FM
230
Forward Management
California
$458K -$12.4K -149 -3%
FIM
231
Freedom Investment Management
Connecticut
$451K +$55.7K +668 +15%
MAM
232
Meeder Asset Management
Ohio
$446K -$50K -600 -11%
CIM
233
CIM Investment Management
Pennsylvania
$425K -$2.25K -27 -0.6%
CNAM
234
Campbell Newman Asset Management
Wisconsin
$423K +$72K +863 +22%
JG
235
Jefferies Group
New York
$416K +$386K +4,623 New
RJFSA
236
Raymond James Financial Services Advisors
Florida
$414K -$685K -8,213 -64%
LCM
237
Legato Capital Management
California
$411K – – –
GHCM
238
Glen Harbor Capital Management
California
$408K +$37.4K +448 +11%
Holocene Advisors
239
Holocene Advisors
New York
$400K +$371K +4,448 New
RG
240
Renaissance Group
Kentucky
$396K +$1.17K +14 +0.3%
GAM
241
Gotham Asset Management
New York
$384K -$54.9K -658 -13%
GCP
242
GSA Capital Partners
United Kingdom
$374K +$30.7K +368 +10%
RCM
243
Riverhead Capital Management
Delaware
$362K +$33.4K +400 +11%
SCM
244
Shelton Capital Management
Colorado
$331K – – –
MCIM
245
Meadow Creek Investment Management
Georgia
$321K +$29.4K +352 +11%
GH
246
GAM Holding
Switzerland
$316K +$293K +3,512 New
YMRC
247
Yorktown Management & Research Company
Virginia
$315K – – –
VF
248
Virtu Financial
New York
$311K +$288K +3,450 New
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$306K +$284K +3,405 New
FCBT
250
First Citizens Bank & Trust
North Carolina
$304K -$135K -1,615 -32%
8 9
10
11 12

EVR Hedge Fund Activity: Q4 2017 in Review

329 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2017, worth a combined $3.47B — up 16% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EVR positions and 22 closed out — a net gain of 34 holders — while 114 added to existing stakes and 123 trimmed.

The largest buyer was Jupiter Investment Management, adding an estimated $28.9M. The largest seller was VOYA Investment Management, cutting an estimated $34.2M.

  • 329 institutional investors held Evercore (EVR) as of Q4 2017, up from 296 in Q3 2017.
  • Funds reported $3.47B of Evercore stock for Q4 2017, up 16% quarter-over-quarter.
  • 56 funds opened new Evercore positions in Q4 2017 and 22 closed out, a net change of +34 holders.
  • The largest Evercore buyer in Q4 2017 was Jupiter Investment Management, an estimated $28.9M added.
  • The largest Evercore seller in Q4 2017 was VOYA Investment Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2017.