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Evercore
EVR

155 hedge funds and large institutions have $1.11B invested in Evercore in 2013 Q2 according to their latest regulatory filings, with 155 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

89.1% more ownership

Funds ownership: 0% → 89.1% (+89%)

17% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.46M

Holders
155
Holders Change
+155
Holders Change %
–
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
155
Increased
–
Reduced
–
Closed
–
Calls
$1.21M
Puts
$1.46M
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
26
Chartwell Investment Partners
Pennsylvania
$14.3M +$14.1M +364,413 New
CCM
27
Channing Capital Management
Illinois
$14.2M +$14M +361,813 New
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$14.2M +$14M +360,380 New
PIM
29
Perkins Investment Management
Illinois
$14M +$13.8M +355,200 New
FMA
30
Fiduciary Management Associates
Illinois
$12.8M +$12.6M +325,815 New
O
31
OppenheimerFunds
New York
$11.8M +$11.7M +301,230 New
CCM
32
Cadence Capital Management
Massachusetts
$10.7M +$10.6M +272,799 New
RA
33
Royce & Associates
New York
$10.5M +$10.3M +267,000 New
EA
34
Emerald Advisers
Pennsylvania
$9.71M +$9.58M +247,332 New
TCIM
35
TIAA CREF Investment Management
New York
$9.69M +$9.56M +246,633 New
American Century Companies
36
American Century Companies
Missouri
$9.27M +$9.14M +235,961 New
UOC
37
UBS O'Connor
Illinois
$9.14M +$9.01M +232,643 New
PCM
38
Palisade Capital Management
New Jersey
$8.91M +$8.79M +226,903 New
Morgan Stanley
39
Morgan Stanley
New York
$8.61M +$8.5M +219,238 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$7.72M +$7.62M +196,597 New
Charles Schwab
41
Charles Schwab
California
$6.82M +$6.64M +171,489 New
IMIM
42
Irving Magee Investment Management
Pennsylvania
$6.75M +$6.66M +171,934 New
QCMC
43
Quantum Capital Management (California)
California
$6.5M +$6.41M +165,447 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.36M +$6.27M +161,798 New
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$6.27M +$6.18M +159,525 New
MAA
46
Managed Account Advisors
New Jersey
$6.2M +$6.12M +157,935 New
HA
47
Halsey Associates
Connecticut
$6.2M +$6.11M +157,779 New
RA
48
Rational Advisors
New York
$5.7M +$5.62M +145,000 New
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.66M +$5.58M +144,027 New
BLM
50
Bennett Lawrence Management
New York
$5.62M +$5.55M +143,105 New
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EVR Hedge Fund Activity: Q2 2013 in Review

155 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2013, worth a combined $1.11B.

Buyers outnumbered sellers: 155 funds opened new EVR positions and 0 closed out — a net gain of 155 holders — while 0 added to existing stakes and 0 trimmed.

  • 155 institutional investors held Evercore (EVR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.11B of Evercore stock for Q2 2013.
  • 155 funds opened new Evercore positions in Q2 2013 and 0 closed out, a net change of +155 holders.

Based on aggregated 13F filings for Q2 2013.