Evercore
343 hedge funds and large institutions have $3.44B invested in Evercore in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 111 reducing their positions, and 42 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more capital invested
Capital invested by funds: $2.6B → $3.44B (+$845M)
26% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 42
18% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 111
3% more funds holding
Funds holding: 333 → 343 (+10)
2.39% more ownership
Funds ownership: 90.96% → 93.35% (+2.4%)
76% less call options, than puts
Call options by funds: $3.4M | Put options by funds: $14.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$84.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$26.1M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$22.6M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$21.2M |
| 5 |
Goldman Sachs
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$37.1M |
| 2 |
TA
Teachers Advisors
New York
|
-$29.6M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$22.4M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$15.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$15.7M |
EVR Hedge Fund Activity: Q1 2019 in Review
343 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2019, worth a combined $3.44B — up 33% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new EVR positions and 42 closed out — a net gain of 11 holders — while 131 added to existing stakes and 111 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $84.7M. The largest seller was Balyasny Asset Management, cutting an estimated $37.1M.
- 343 institutional investors held Evercore (EVR) as of Q1 2019, up from 333 in Q4 2018.
- Funds reported $3.44B of Evercore stock for Q1 2019, up 33% quarter-over-quarter.
- 53 funds opened new Evercore positions in Q1 2019 and 42 closed out, a net change of +11 holders.
- The largest Evercore buyer in Q1 2019 was AJO LP, an estimated $84.7M added.
- The largest Evercore seller in Q1 2019 was Balyasny Asset Management, an estimated $37.1M sold.
Based on aggregated 13F filings for Q1 2019.