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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
PPA
51
Parametric Portfolio Associates
Washington
$12.3M +$433K +5,191 +4%
MCM
52
McKinley Capital Management
Alaska
$12.2M -$5.43M -65,135 -32%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$11.7M +$1.31M +15,681 +14%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$10.9M +$1.31M +15,711 +15%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$10.3M – – –
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$10M +$719K +8,615 +8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$10M -$258K -3,097 -3%
APG Asset Management
58
APG Asset Management
Netherlands
$9.9M +$6.63M +79,500 +151%
EAM
59
Eagle Asset Management
Florida
$9.9M +$2.01M +24,112 +28%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$9.38M +$670K +8,027 +8%
OAM
61
Origin Asset Management
United Kingdom
$8.52M -$617K -7,400 -7%
CIA
62
CCM Investment Advisers
South Carolina
$8.46M -$38.2K -458 -0.5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$8.39M +$899K +10,773 +13%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$8.3M +$1.69M +20,239 +28%
WI
65
WBI Investments
New Jersey
$7.87M +$7.3M +87,468 New
Millennium Management
66
Millennium Management
New York
$7.82M +$3.99M +47,796 +122%
AII
67
AGF Investments Inc
Ontario, Canada
$7.68M – – –
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$7.63M -$299K -3,581 -4%
GC
69
Guggenheim Capital
Illinois
$7.55M +$491K +5,887 +8%
AllianceBernstein
70
AllianceBernstein
Tennessee
$7.52M -$84.6K -1,014 -1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$7.28M -$6.36M -76,294 -49%
AWCI
72
Alpine Woods Capital Investors
New York
$7.25M -$1.42M -17,000 -17%
QI
73
QS Investors
New York
$7.23M -$316K -3,786 -5%
UBS Group
74
UBS Group
Switzerland
$7.18M +$4.41M +52,897 +196%
Legal & General Group
75
Legal & General Group
United Kingdom
$7.16M +$46.6K +559 +0.7%
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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.