Evercore
EVR
407 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 142
0.33% more ownership
Funds ownership: 88.13% → 88.46% (+0.33%)
7% less funds holding
Funds holding: 439 → 407 (-32)
19% less capital invested
Capital invested by funds: $4.63B → $3.77B (-$866M)
22% less call options, than puts
Call options by funds: $3.95M | Put options by funds: $5.05M
36% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 76
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$61.2M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$41.5M |
| 3 |
Primecap Management
Pasadena,
California
|
+$39.5M |
| 4 |
Holocene Advisors
New York
|
+$33.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$94.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$50M |
| 3 |
Goldman Sachs
New York
|
-$42M |
| 4 |
Millennium Management
New York
|
-$41.8M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$30.1M |
EVR Hedge Fund Activity: Q1 2022 in Review
407 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2022, worth a combined $3.77B — down 19% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of EVR and 49 opened new positions — a net loss of 27 holders — while 142 trimmed existing stakes and 171 added.
The largest buyer was Citadel Advisors, adding an estimated $61.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $94.5M.
- 407 institutional investors held Evercore (EVR) as of Q1 2022, down from 439 in Q4 2021.
- Funds reported $3.77B of Evercore stock for Q1 2022, down 19% quarter-over-quarter.
- 49 funds opened new Evercore positions in Q1 2022 and 76 closed out, a net change of -27 holders.
- The largest Evercore buyer in Q1 2022 was Citadel Advisors, an estimated $61.2M added.
- The largest Evercore seller in Q1 2022 was Lord, Abbett & Co, an estimated $94.5M sold.
Based on aggregated 13F filings for Q1 2022.