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Evercore
EVR

296 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $542K

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $2.72B → $3.01B (+$286M)

1.44% more ownership

Funds ownership: 93.98% → 95.42% (+1.4%)

0% more funds holding

Funds holding: 295 → 296 (+1)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
296
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$38.5M
2
MCM
McKinley Capital Management
Alaska
+$15.1M
3
JIM
Jupiter Investment Management
United Kingdom
+$10.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$8.13M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.23M

Top Sellers

1
BlackRock
BlackRock
New York
-$49.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$19.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$9.18M -$869K -11,560 -9%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$9.18M -$572K -7,603 -6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$9.17M +$3.02M +40,174 +54%
Deutsche Bank
54
Deutsche Bank
Germany
$9.17M +$1.13M +15,076 +15%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$8.46M -$158K -2,104 -2%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$8.25M +$712K +9,466 +10%
OAM
57
Origin Asset Management
United Kingdom
$8.19M -$263K -3,500 -3%
AWCI
58
Alpine Woods Capital Investors
New York
$7.82M -$1.84M -24,500 -20%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$7.72M +$7.23M +96,200 New
CIA
60
CCM Investment Advisers
South Carolina
$7.58M -$532K -7,071 -7%
CS
61
Credit Suisse
Switzerland
$7.53M +$4.13M +54,914 +141%
AP
62
AHL Partners
United Kingdom
$7.35M -$1.76M -23,426 -20%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$7.09M +$262K +3,485 +4%
BA
64
Boston Advisors
Massachusetts
$7.04M -$229K -3,045 -3%
EAM
65
Eagle Asset Management
Florida
$6.93M +$269K +3,584 +4%
AII
66
AGF Investments Inc
Ontario, Canada
$6.85M – – –
AllianceBernstein
67
AllianceBernstein
Tennessee
$6.79M +$1.68M +22,330 +36%
CEP
68
Chicago Equity Partners
Illinois
$6.76M +$1.1M +14,595 +21%
QI
69
QS Investors
New York
$6.75M -$194K -2,583 -3%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$6.62M -$58.5K -778 -0.9%
Legal & General Group
71
Legal & General Group
United Kingdom
$6.34M -$76.9K -1,023 -1%
GC
72
Guggenheim Capital
Illinois
$6.26M -$2.98M -39,666 -34%
KCM
73
Kennedy Capital Management
Missouri
$6.05M +$417K +5,552 +8%
AQR Capital Management
74
AQR Capital Management
Connecticut
$5.97M -$692K -9,207 -11%
Capital Fund Management (CFM)
75
Capital Fund Management (CFM)
France
$5.9M +$5.53M +73,513 New
1 2
3
4 5

EVR Hedge Fund Activity: Q3 2017 in Review

296 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2017, worth a combined $3.01B — up 11% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EVR positions and 36 closed out — a net gain of 6 holders — while 105 added to existing stakes and 116 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $38.5M. The largest seller was BlackRock, cutting an estimated $49.7M.

  • 296 institutional investors held Evercore (EVR) as of Q3 2017, up from 295 in Q2 2017.
  • Funds reported $3.01B of Evercore stock for Q3 2017, up 11% quarter-over-quarter.
  • 42 funds opened new Evercore positions in Q3 2017 and 36 closed out, a net change of +6 holders.
  • The largest Evercore buyer in Q3 2017 was Glenmede Trust, an estimated $38.5M added.
  • The largest Evercore seller in Q3 2017 was BlackRock, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2017.