Evercore
195 hedge funds and large institutions have $3.94B invested in Evercore in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 42 closing their positions.
70% more capital invested
Capital invested by funds: $2.32B → $3.94B (+$1.62B)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.83% more ownership
Funds ownership: 89.87% → 90.7% (+0.83%)
6% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $1.85M
8% less funds holding
Funds holding: 213 → 195 (-18)
30% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 90
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$82.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$28.7M |
| 3 |
Millennium Management
New York
|
+$25.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Apex Capital Management
Dayton,
Ohio
|
-$23.1M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$20.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$10.2M |
EVR Hedge Fund Activity: Q4 2014 in Review
195 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2014, worth a combined $3.94B — up 70% from $2.32B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of EVR and 28 opened new positions — a net loss of 14 holders — while 90 trimmed existing stakes and 63 added.
The largest buyer was abrdn Investment Management, adding an estimated $82.1M. The largest seller was Apex Capital Management, exiting entirely with an estimated $23.1M sold.
- 195 institutional investors held Evercore (EVR) as of Q4 2014, down from 213 in Q3 2014.
- Funds reported $3.94B of Evercore stock for Q4 2014, up 70% quarter-over-quarter.
- 28 funds opened new Evercore positions in Q4 2014 and 42 closed out, a net change of -14 holders.
- The largest Evercore buyer in Q4 2014 was abrdn Investment Management, an estimated $82.1M added.
- The largest Evercore seller in Q4 2014 was Apex Capital Management, an estimated $23.1M sold.
Based on aggregated 13F filings for Q4 2014.