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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
Wells Fargo
26
Wells Fargo
California
$41M +$7.31M +87,591 +24%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$39.6M +$26.6M +318,714 +262%
AL
28
AJO LP
Pennsylvania
$38.8M -$8.66M -103,831 -19%
PCM
29
Peregrine Capital Management
Minnesota
$38M -$3.67M -43,965 -9%
TA
30
Teachers Advisors
New York
$37.2M +$689K +8,260 +2%
Prudential Financial
31
Prudential Financial
New Jersey
$36.4M +$11M +132,412 +49%
Morgan Stanley
32
Morgan Stanley
New York
$33.2M +$16.5M +197,762 +116%
Charles Schwab
33
Charles Schwab
California
$32.2M -$1.75M -21,020 -6%
Deutsche Bank
34
Deutsche Bank
Germany
$31.8M +$20M +239,220 +209%
Calamos Advisors
35
Calamos Advisors
Illinois
$29.5M +$27.3M +327,688 New
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$29.4M -$8.6M -103,145 -24%
Principal Financial Group
37
Principal Financial Group
Iowa
$29.2M -$390K -4,674 -1%
Franklin Resources
38
Franklin Resources
California
$28.2M -$216K -2,586 -0.8%
Victory Capital Management
39
Victory Capital Management
Texas
$25.4M -$4.12M -49,401 -15%
CRM
40
Cramer Rosenthal McGlynn
Connecticut
$22.8M +$21.1M +253,213 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$22.5M +$6.92M +82,932 +50%
CCM
42
Copeland Capital Management
Pennsylvania
$22.4M +$992K +11,889 +5%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$20.3M +$1.98M +23,766 +12%
TCIM
44
TIAA CREF Investment Management
New York
$19.1M -$757K -9,075 -4%
FWIA
45
Fort Washington Investment Advisors
Ohio
$17.3M +$16M +192,329 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$17M +$1.01M +12,150 +7%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$16.7M -$2.23M -26,700 -13%
BG
48
Bahl & Gaynor
Ohio
$16.3M -$441K -5,286 -3%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$15.7M -$2.09M -25,000 -13%
AP
50
AHL Partners
United Kingdom
$13.1M +$4.5M +53,936 +59%
1
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3 4 5

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.