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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
PGWM
326
Parisi Gray Wealth Management
New Jersey
$2K +$1.5K +18 New
FGC
327
Financial Gravity Companies
Texas
$2K +$1.75K +21 New
APA
328
American Portfolios Advisors
New York
$1.89K +$1.75K +21 New
QCG
329
Quadrant Capital Group
Ohio
$1K – – –
CTA
330
Carillon Tower Advisers
Florida
$608 +$564K +6,766 New
SAM
331
Sentinel Asset Management
Vermont
– -$15.2M -189,776 Closed
GACM
332
Global Alpha Capital Management
Quebec, Canada
– -$3.83M -47,725 Closed
NFA
333
Nationwide Fund Advisors
Ohio
– -$2.96M -36,918 Closed
OAM
334
Oxford Asset Management
United Kingdom
– -$2.28M -28,247 Closed
BCM
335
BlueCrest Capital Management
Jersey
– -$1.68M -20,929 Closed
USGIU
336
U.S. Global Investors (USGI)
Texas
– -$1.62M -20,200 Closed
SCM
337
Suffolk Capital Management
New York
– -$1.29M -16,089 Closed
LCM
338
Laurion Capital Management
New York
– -$1.23M -15,275 Closed
PL
339
Polianta Ltd
Jersey
– -$1.19M -14,800 Closed
LP
340
LMR Partners
United Kingdom
– -$781K -9,735 Closed
CANY
341
Caxton Associates (New York)
New York
– -$473K -5,900 Closed
N
342
Natixis
France
– -$443K -5,517 Closed
Citadel Advisors
343
Citadel Advisors
Florida
– -$400K -4,794 Closed
Verition Fund Management
344
Verition Fund Management
Connecticut
– -$336K -4,182 Closed
Connor, Clark & Lunn Investment Management (CC&L)
345
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$233K -2,900 Closed
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$114K -1,419 Closed
FPS
347
Fieldpoint Private Securities
Connecticut
– -$51K -636 Closed
PCM
348
Prelude Capital Management
New York
– -$32K -400 Closed
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
– -$8K -100 Closed
CG
350
Cutler Group
California
– -$6K -81 Closed
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.