Evercore
EVR
331 hedge funds and large institutions have $3.38B invested in Evercore in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 48 closing their positions.
0.49% more ownership
Funds ownership: 93.35% → 93.84% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $3.44B → $3.38B (-$63.9M)
3% less funds holding
Funds holding: 343 → 331 (-12)
13% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 48
15% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 134
91% less call options, than puts
Call options by funds: $1.6M | Put options by funds: $17.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$53.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.4M |
| 3 |
Millennium Management
New York
|
+$36.5M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$36.1M |
| 5 |
JCM
Junto Capital Management
New York
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$87.8M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$28.5M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$24.5M |
| 4 |
Renaissance Technologies
New York
|
-$24.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.6M |
EVR Hedge Fund Activity: Q2 2019 in Review
331 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2019, worth a combined $3.38B — down 1.9% from $3.44B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EVR and 42 opened new positions — a net loss of 6 holders — while 134 trimmed existing stakes and 114 added.
The largest buyer was Skandinaviska Enskilda Banken (SEB), opening a new position worth an estimated $53.9M. The largest seller was AJO LP, exiting entirely with an estimated $87.8M sold.
- 331 institutional investors held Evercore (EVR) as of Q2 2019, down from 343 in Q1 2019.
- Funds reported $3.38B of Evercore stock for Q2 2019, down 1.9% quarter-over-quarter.
- 42 funds opened new Evercore positions in Q2 2019 and 48 closed out, a net change of -6 holders.
- The largest Evercore buyer in Q2 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $53.9M added.
- The largest Evercore seller in Q2 2019 was AJO LP, an estimated $87.8M sold.
Based on aggregated 13F filings for Q2 2019.