Evercore
EVR
351 hedge funds and large institutions have $3.96B invested in Evercore in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 31 closing their positions.
168% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 31
66% more capital invested
Capital invested by funds: $2.39B → $3.96B (+$1.57B)
29% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $10.2M
17% more funds holding
Funds holding: 301 → 351 (+50)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.93% less ownership
Funds ownership: 89.94% → 89.01% (-0.93%)
2% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
+$29.4M |
| 2 |
Morgan Stanley
New York
|
+$28.7M |
| 3 |
BlackRock
New York
|
+$28.3M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$23.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$43.5M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$32.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$20.5M |
| 4 |
JCM
Junto Capital Management
New York
|
-$18.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$17.5M |
EVR Hedge Fund Activity: Q4 2020 in Review
351 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2020, worth a combined $3.96B — up 66% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new EVR positions and 31 closed out — a net gain of 52 holders — while 111 added to existing stakes and 113 trimmed.
The largest buyer was Samlyn Capital, opening a new position worth an estimated $29.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $43.5M.
- 351 institutional investors held Evercore (EVR) as of Q4 2020, up from 301 in Q3 2020.
- Funds reported $3.96B of Evercore stock for Q4 2020, up 66% quarter-over-quarter.
- 83 funds opened new Evercore positions in Q4 2020 and 31 closed out, a net change of +52 holders.
- The largest Evercore buyer in Q4 2020 was Samlyn Capital, an estimated $29.4M added.
- The largest Evercore seller in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $43.5M sold.
Based on aggregated 13F filings for Q4 2020.