Evercore
340 hedge funds and large institutions have $2.96B invested in Evercore in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 34 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 34
3% more funds holding
Funds holding: 331 → 340 (+9)
0.05% more ownership
Funds ownership: 93.84% → 93.88% (+0.05%)
12% less capital invested
Capital invested by funds: $3.38B → $2.96B (-$420M)
13% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 136
80% less call options, than puts
Call options by funds: $1.37M | Put options by funds: $6.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$30.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$30M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$28.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.4M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Junto Capital Management
New York
|
-$54.2M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$48.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$43.9M |
| 4 |
Renaissance Technologies
New York
|
-$42M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.5M |
EVR Hedge Fund Activity: Q3 2019 in Review
340 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2019, worth a combined $2.96B — down 12% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EVR positions and 34 closed out — a net gain of 9 holders — while 119 added to existing stakes and 136 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $30.1M. The largest seller was Junto Capital Management, exiting entirely with an estimated $54.2M sold.
- 340 institutional investors held Evercore (EVR) as of Q3 2019, up from 331 in Q2 2019.
- Funds reported $2.96B of Evercore stock for Q3 2019, down 12% quarter-over-quarter.
- 43 funds opened new Evercore positions in Q3 2019 and 34 closed out, a net change of +9 holders.
- The largest Evercore buyer in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $30.1M added.
- The largest Evercore seller in Q3 2019 was Junto Capital Management, an estimated $54.2M sold.
Based on aggregated 13F filings for Q3 2019.