We are live on ! Find out more
EVR icon

Evercore
EVR

197 hedge funds and large institutions have $1.86B invested in Evercore in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.38M

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.74B → $1.86B (+$124M)

1.66% more ownership

Funds ownership: 91.2% → 92.86% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less funds holding

Funds holding: 209 → 197 (-12)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
84
Reduced
66
Closed
33
Calls
$3.78M
Puts
$1.38M
Net Calls
+$2.39M
Net Calls Change
+$2.3M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$26.2M
2
FAM
Fred Alger Management
New York
+$20.6M
3
Wells Fargo
Wells Fargo
California
+$15.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10M
5
Norges Bank
Norges Bank
Norway
+$9.57M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$56.4M
2
RIM
Rainier Investment Management
Washington
-$27.3M
3
PRCM
Pine River Capital Management
Minnesota
-$19.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.5M
5
BFA
BlackRock Fund Advisors
California
-$8.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMIM
51
Irving Magee Investment Management
Pennsylvania
$9.91M – – –
State of Tennessee, Department of Treasury
52
State of Tennessee, Department of Treasury
Tennessee
$9.67M +$7.58M +138,100 +467%
HNB
53
Huntington National Bank
Ohio
$9.39M +$439K +8,000 +5%
BA
54
BlackRock Advisors
Delaware
$9.34M +$7.7M +140,395 +651%
PAM
55
Panagora Asset Management
Massachusetts
$9.2M -$1.86M -33,839 -17%
FLPIM
56
F.L. Putnam Investment Management
Massachusetts
$9.07M -$251K -4,575 -3%
AC
57
Ascend Capital
California
$8.37M +$7.96M +145,110 New
TI
58
Turner Investments
Pennsylvania
$8.1M -$2.37M -43,218 -24%
MPAM
59
Monarch Partners Asset Management
Massachusetts
$7.7M +$2.95M +53,771 +67%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.45M -$179K -3,269 -2%
BLM
61
Bennett Lawrence Management
New York
$7.13M +$1.98M +36,035 +41%
JPC
62
Jabodon PT Co
Nevada
$6.46M – – –
BIM
63
BlackRock Investment Management
Delaware
$6.31M +$156K +2,835 +3%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$5.72M +$1.42M +25,889 +35%
Charles Schwab
65
Charles Schwab
California
$5.27M -$2.4M -43,716 -32%
DCM
66
Driehaus Capital Management
Illinois
$4.86M +$4.63M +84,337 New
First Trust Advisors
67
First Trust Advisors
Illinois
$4.84M -$1.39M -25,280 -23%
Prudential Financial
68
Prudential Financial
New Jersey
$4.75M -$3.42M -62,361 -43%
GC
69
Guggenheim Capital
Illinois
$4.62M +$2.43M +44,336 +124%
BG
70
BlackRock Group
United Kingdom
$4.59M +$1.82M +33,140 +71%
1CM
71
1492 Capital Management
Wisconsin
$4.5M +$1M +18,283 +31%
Goldman Sachs
72
Goldman Sachs
New York
$4.44M -$1.76M -32,111 -29%
NFA
73
Nationwide Fund Advisors
Ohio
$4.42M +$213K +3,889 +5%
CCM
74
Cadence Capital Management
Massachusetts
$4.4M -$1.63M -29,638 -28%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.39M +$337K +6,138 +9%
1 2
3
4 5

EVR Hedge Fund Activity: Q2 2014 in Review

197 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2014, worth a combined $1.86B — up 7.1% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EVR and 21 opened new positions — a net loss of 12 holders — while 66 trimmed existing stakes and 84 added.

The largest buyer was abrdn Investment Management, adding an estimated $26.2M. The largest seller was Suntrust Banks, cutting an estimated $56.4M.

  • 197 institutional investors held Evercore (EVR) as of Q2 2014, down from 209 in Q1 2014.
  • Funds reported $1.86B of Evercore stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 21 funds opened new Evercore positions in Q2 2014 and 33 closed out, a net change of -12 holders.
  • The largest Evercore buyer in Q2 2014 was abrdn Investment Management, an estimated $26.2M added.
  • The largest Evercore seller in Q2 2014 was Suntrust Banks, an estimated $56.4M sold.

Based on aggregated 13F filings for Q2 2014.