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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
BTIS
301
BB&T Investment Services
North Carolina
$19K -$2.75K -33 -14%
CCMW
302
Cypress Capital Management (Wyoming)
Wyoming
$18K – – –
FHA
303
First Horizon Advisors
Tennessee
$18K – – –
FPFS
304
First Personal Financial Services
North Carolina
$18K +$3.25K +39 +25%
PCP
305
Proficio Capital Partners
Massachusetts
$16K +$14.6K +175 New
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$10K +$3.17K +38 +54%
IWP
307
Icon Wealth Partners
Texas
$10K +$9.59K +115 New
AIM
308
Advantage Investment Management
Iowa
$8K -$6.51K -78 -47%
AC
309
Avestar Capital
New York
$7K +$6.67K +80 New
FRA
310
Front Row Advisors
California
$6K +$5.34K +64 New
TL
311
TrueWealth LLC
Georgia
$6K +$5.59K +67 New
TCM
312
Tradewinds Capital Management
Washington
$5K – – –
OWA
313
One Wealth Advisors
California
$5K +$4.25K +51 New
SWM
314
SeaCrest Wealth Management
New York
$5K +$4.25K +51 New
MOS
315
MGO One Seven
Ohio
$5K +$4.42K +53 New
Lazard Asset Management
316
Lazard Asset Management
New York
$5K +$5K +60 New
WWMSC
317
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
ASN
318
Advisory Services Network
Georgia
$4K +$584 +7 +22%
AF
319
Advisornet Financial
Minnesota
$4K +$3.42K +41 New
MCM
320
MV Capital Management
Maryland
$4K +$3.92K +47 New
FANJ
321
Financial Architects (New Jersey)
New Jersey
$3K – – –
FFG
322
Ford Financial Group
California
$3K +$2.92K +35 New
HMS
323
Hanseatic Management Services
New Mexico
$2K -$834 -10 -34%
CIM
324
Contravisory Investment Management
Massachusetts
$2K – – –
PFBT
325
Parkside Financial Bank & Trust
Missouri
$2K – – –
11 12
13
14 15

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.