Evercore
352 hedge funds and large institutions have $3.48B invested in Evercore in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 34 closing their positions.
113% more call options, than puts
Call options by funds: $7.36M | Put options by funds: $3.46M
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
7% more funds holding
Funds holding: 329 → 352 (+23)
0% more capital invested
Capital invested by funds: $3.47B → $3.48B (+$11.1M)
5% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 124
3.05% less ownership
Funds ownership: 99.97% → 96.92% (-3.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$50.3M |
| 2 |
HCM
Highline Capital Management
New York
|
+$35.5M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$34.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$32.6M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$116M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$25.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$17.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$15.3M |
EVR Hedge Fund Activity: Q1 2018 in Review
352 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2018, worth a combined $3.48B — up 0.32% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new EVR positions and 34 closed out — a net gain of 30 holders — while 118 added to existing stakes and 124 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $50.3M. The largest seller was BlackRock, cutting an estimated $116M.
- 352 institutional investors held Evercore (EVR) as of Q1 2018, up from 329 in Q4 2017.
- Funds reported $3.48B of Evercore stock for Q1 2018, up 0.32% quarter-over-quarter.
- 64 funds opened new Evercore positions in Q1 2018 and 34 closed out, a net change of +30 holders.
- The largest Evercore buyer in Q1 2018 was Frontier Capital Management, an estimated $50.3M added.
- The largest Evercore seller in Q1 2018 was BlackRock, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2018.