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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
Simplex Trading
276
Simplex Trading
Illinois
$130K +$121K +1,449 New
FMT
277
First Mercantile Trust
Tennessee
$129K +$1.67K +20 +1%
DZ Bank
278
DZ Bank
Germany
$122K +$114K +1,362 New
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$119K +$50.5K +605 +85%
NIT
280
NumerixS Investment Technologies
British Columbia, Canada
$81K -$95.9K -1,150 -56%
Fuller & Thaler Asset Management
281
Fuller & Thaler Asset Management
California
$81K – – –
CMBA
282
C.M. Bidwell & Associates
Hawaii
$80K -$254K -3,045 -77%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$74K +$68.5K +821 New
MOACM
284
Mutual of America Capital Management
New York
$68K – – –
AssetMark Inc
285
AssetMark Inc
California
$62K +$57.7K +692 New
SWA
286
Sutton Wealth Advisors
Florida
$50.4K – – –
OFS
287
Orrstown Financial Services
Pennsylvania
$50K +$4K +48 +10%
IP
288
Isthmus Partners
Wisconsin
$45K – – –
Loomis, Sayles & Company
289
Loomis, Sayles & Company
Massachusetts
$40K -$1.17K -14 -3%
SWP
290
Stratos Wealth Partners
Ohio
$38K +$34.8K +417 New
GFP
291
Gryphon Financial Partners
Ohio
$37K +$34.7K +416 New
AW
292
Alpha Windward
Massachusetts
$33K +$30.4K +364 New
AIS
293
AlphaOne Investment Services
Pennsylvania
$32K -$18.8K -225 -39%
JCM
294
Jacobi Capital Management
Pennsylvania
$30K +$83 +1 +0.3%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$29K -$4.59K -55 -15%
AIL
296
AGF Investments LLC
Ontario, Canada
$29K +$17K +204 +165%
AWM
297
Aevitas Wealth Management
Massachusetts
$27K +$25K +300 New
CAW
298
Cornerstone Advisors (Washington)
Washington
$23K – – –
Bessemer Group
299
Bessemer Group
New Jersey
$21K -$5.17K -62 -21%
TRCT
300
Tower Research Capital (TRC)
New York
$20K -$417K -5,001 -96%
10 11
12
13 14

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.