Evercore
369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 51 closing their positions.
4.2% more ownership
Funds ownership: 78.28% → 82.48% (+4.2%)
3% less funds holding
Funds holding: 381 → 369 (-12)
11% less capital invested
Capital invested by funds: $2.98B → $2.66B (-$324M)
18% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 51
21% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 156
39% less call options, than puts
Call options by funds: $1.76M | Put options by funds: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$41.6M |
| 2 |
JP Morgan Chase
New York
|
+$30M |
| 3 |
PA
Paralel Advisors
Denver,
Colorado
|
+$16.5M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$14.6M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.4M |
| 2 |
BlackRock
New York
|
-$25.7M |
| 3 |
Holocene Advisors
New York
|
-$21.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$18.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.9M |
EVR Hedge Fund Activity: Q3 2022 in Review
369 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2022, worth a combined $2.66B — down 11% from $2.98B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of EVR and 42 opened new positions — a net loss of 9 holders — while 156 trimmed existing stakes and 124 added.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $41.6M. The largest seller was Vanguard Group, cutting an estimated $29.4M.
- 369 institutional investors held Evercore (EVR) as of Q3 2022, down from 381 in Q2 2022.
- Funds reported $2.66B of Evercore stock for Q3 2022, down 11% quarter-over-quarter.
- 42 funds opened new Evercore positions in Q3 2022 and 51 closed out, a net change of -9 holders.
- The largest Evercore buyer in Q3 2022 was Jacobs Levy Equity Management, an estimated $41.6M added.
- The largest Evercore seller in Q3 2022 was Vanguard Group, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2022.