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Evercore
EVR

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $745K

32% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 72

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

1% more funds holding

Funds holding: 224 → 227 (+3)

3.7% less ownership

Funds ownership: 93.75% → 90.05% (-3.7%)

8% less capital invested

Capital invested by funds: $1.99B → $1.83B (-$160M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.83M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M
2
Millennium Management
Millennium Management
New York
+$11.3M
3
SI
Scout Investments
Missouri
+$7.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.91M
5
AL
AJO LP
Pennsylvania
+$6.31M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$48M
2
AIM
abrdn Investment Management
United Kingdom
-$29.1M
3
Wells Fargo
Wells Fargo
California
-$11.9M
4
HJMC
Hellman Jordan Management Company
Massachusetts
-$10.2M
5
BG
Bahl & Gaynor
Ohio
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.5M +$2.51M +52,508 +20%
UBS Group
27
UBS Group
Switzerland
$16.4M -$2.85M -59,543 -16%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$15.7M – – –
PAM
29
Panagora Asset Management
Massachusetts
$15.6M +$2.9M +60,617 +25%
TA
30
Teachers Advisors
New York
$15.6M +$2.67M +55,800 +23%
PCM
31
Palisade Capital Management
New Jersey
$14.4M -$1.13M -23,701 -8%
American Century Companies
32
American Century Companies
Missouri
$14.3M +$450K +9,424 +4%
O
33
OppenheimerFunds
New York
$14.3M +$536K +11,226 +4%
Millennium Management
34
Millennium Management
New York
$13.6M +$11.3M +237,275 +904%
CCM
35
Copeland Capital Management
Pennsylvania
$13M -$249K -5,208 -2%
HA
36
Halsey Associates
Connecticut
$12.1M +$5.92K +124 +0.1%
RIM
37
Rainier Investment Management
Washington
$10.8M +$1.04M +21,680 +12%
CM
38
Castleark Management
Illinois
$9.98M -$1.77M -37,069 -16%
TCIM
39
TIAA CREF Investment Management
New York
$9.18M -$170K -3,561 -2%
IMIM
40
Irving Magee Investment Management
Pennsylvania
$8.9M -$1.86K -39 -0%
Goldman Sachs
41
Goldman Sachs
New York
$8.9M +$5.2M +108,926 +173%
SAM
42
Sentinel Asset Management
Vermont
$8.78M – – –
Charles Schwab
43
Charles Schwab
California
$8.67M +$959K +20,063 +14%
BG
44
Bahl & Gaynor
Ohio
$8.56M -$9.21M -192,742 -54%
SI
45
Scout Investments
Missouri
$8.36M +$7.72M +161,464 New
PPA
46
Parametric Portfolio Associates
Washington
$8.31M +$3.88M +81,236 +102%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$8.07M +$1.37M +28,600 +22%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$8.03M +$6.91M +144,684 +1,383%
RFC
49
Russell Frank Company
Washington
$8.02M +$1.44M +30,091 +24%
LCP
50
Lombardia Capital Partners
California
$7.66M -$349K -7,311 -5%
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EVR Hedge Fund Activity: Q1 2016 in Review

227 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2016, worth a combined $1.83B — down 8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVR positions and 29 closed out — a net gain of 6 holders — while 95 added to existing stakes and 72 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $13.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $48M sold.

  • 227 institutional investors held Evercore (EVR) as of Q1 2016, up from 224 in Q4 2015.
  • Funds reported $1.83B of Evercore stock for Q1 2016, down 8% quarter-over-quarter.
  • 35 funds opened new Evercore positions in Q1 2016 and 29 closed out, a net change of +6 holders.
  • The largest Evercore buyer in Q1 2016 was Renaissance Technologies, an estimated $13.6M added.
  • The largest Evercore seller in Q1 2016 was Lord, Abbett & Co, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2016.