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Evercore
EVR

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

723% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $565K

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

98% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.72B → $1.99B (+$274M)

10% more funds holding

Funds holding: 204 → 224 (+20)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.05% less ownership

Funds ownership: 94.81% → 93.75% (-1.1%)

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.5M
2
JCM
Junto Capital Management
New York
+$30.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M
4
BFA
BlackRock Fund Advisors
California
+$15.5M
5
O
OppenheimerFunds
New York
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$30.5M
2
PIM
Perkins Investment Management
Illinois
-$9.25M
3
Franklin Resources
Franklin Resources
California
-$8.67M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.37M
5
IIM
Ivory Investment Management
New York
-$7.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
76
Eagle Asset Management
Florida
$3.62M -$1.25M -23,212 -26%
GLA
77
Great Lakes Advisors
Illinois
$3.59M +$356K +6,587 +11%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$3.54M +$3.09M +57,173 +687%
FAM
79
Fred Alger Management
New York
$3.47M -$1.51M -27,932 -30%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$3.47M +$55.5K +1,027 +2%
Goldman Sachs
81
Goldman Sachs
New York
$3.41M -$1.3M -24,110 -28%
AllianceBernstein
82
AllianceBernstein
Tennessee
$3.34M – – –
HHC
83
Hutchin Hill Capital
New York
$3.24M -$810K -15,000 -20%
TG
84
TCW Group
California
$3.07M +$101K +1,867 +3%
LPL Financial
85
LPL Financial
California
$2.85M +$1.33M +24,548 +83%
Swiss National Bank
86
Swiss National Bank
Switzerland
$2.77M +$281K +5,200 +11%
BG
87
BlackRock Group
United Kingdom
$2.76M +$198K +3,674 +8%
NPIT
88
National Penn Investors Trust
Pennsylvania
$2.72M +$2.72M +50,309 New
SB
89
Suntrust Banks
Georgia
$2.66M -$147K -2,722 -5%
DCM
90
Dupont Capital Management
Delaware
$2.65M – – –
CIM
91
Calvert Investment Management
Maryland
$2.57M +$2.57M +47,611 New
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$2.45M +$171K +3,170 +8%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$2.42M +$783K +14,496 +48%
SDIC
94
South Dakota Investment Council
South Dakota
$2.36M – – –
AAMU
95
AEGON Asset Management (UK)
United Kingdom
$2.3M +$933K +17,285 +68%
Citadel Advisors
96
Citadel Advisors
Florida
$2.29M +$1.17M +21,605 +105%
CS
97
Credit Suisse
Switzerland
$2.25M -$220K -4,075 -9%
UAS
98
United Asset Strategies
New York
$2.24M +$297K +5,494 +15%
RJA
99
Raymond James & Associates
Florida
$2.23M +$422K +7,820 +23%
CAM
100
CG Asset Management
New York
$2.16M – – –
2 3
4
5 6

EVR Hedge Fund Activity: Q4 2015 in Review

224 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2015, worth a combined $1.99B — up 16% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EVR positions and 16 closed out — a net gain of 24 holders — while 107 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.5M. The largest seller was Millennium Management, cutting an estimated $30.5M.

  • 224 institutional investors held Evercore (EVR) as of Q4 2015, up from 204 in Q3 2015.
  • Funds reported $1.99B of Evercore stock for Q4 2015, up 16% quarter-over-quarter.
  • 40 funds opened new Evercore positions in Q4 2015 and 16 closed out, a net change of +24 holders.
  • The largest Evercore buyer in Q4 2015 was Wellington Management Group, an estimated $40.5M added.
  • The largest Evercore seller in Q4 2015 was Millennium Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2015.