We are live on ! Find out more
EVR icon

Evercore
EVR

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $745K

32% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 72

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

1% more funds holding

Funds holding: 224 → 227 (+3)

3.7% less ownership

Funds ownership: 93.75% → 90.05% (-3.7%)

8% less capital invested

Capital invested by funds: $1.99B → $1.83B (-$160M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.83M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M
2
Millennium Management
Millennium Management
New York
+$11.3M
3
SI
Scout Investments
Missouri
+$7.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.91M
5
AL
AJO LP
Pennsylvania
+$6.31M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$48M
2
AIM
abrdn Investment Management
United Kingdom
-$29.1M
3
Wells Fargo
Wells Fargo
California
-$11.9M
4
HJMC
Hellman Jordan Management Company
Massachusetts
-$10.2M
5
BG
Bahl & Gaynor
Ohio
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
76
Great Lakes Advisors
Illinois
$4.08M +$594K +12,423 +19%
BCM
77
Brown Capital Management
Maryland
$3.9M -$536K -11,219 -13%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.81M +$448K +9,373 +15%
GACM
79
Global Alpha Capital Management
Quebec, Canada
$3.62M -$167K -3,500 -5%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33M -$2.39M -50,055 -44%
Swiss National Bank
81
Swiss National Bank
Switzerland
$3.2M +$616K +12,900 +25%
AllianceBernstein
82
AllianceBernstein
Tennessee
$3.2M – – –
UBS AM
83
UBS AM
Illinois
$3.13M -$354K -7,398 -11%
FAM
84
Fred Alger Management
New York
$3.07M -$231K -4,844 -8%
SDIC
85
South Dakota Investment Council
South Dakota
$2.79M +$497K +10,400 +24%
BG
86
BlackRock Group
United Kingdom
$2.71M +$64.9K +1,359 +3%
SB
87
Suntrust Banks
Georgia
$2.71M +$148K +3,105 +6%
NPIT
88
National Penn Investors Trust
Pennsylvania
$2.7M +$88.4K +1,850 +4%
TG
89
TCW Group
California
$2.64M -$271K -5,668 -10%
EI
90
EAM Investors
California
$2.63M +$2.43M +50,823 New
DCM
91
Dupont Capital Management
Delaware
$2.53M – – –
LPL Financial
92
LPL Financial
California
$2.48M -$160K -3,350 -6%
CIM
93
Calvert Investment Management
Maryland
$2.46M – – –
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$2.44M +$89.1K +1,865 +4%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$2.32M – – –
RJA
96
Raymond James & Associates
Florida
$2.09M -$48.3K -1,010 -2%
CAM
97
CG Asset Management
New York
$2.06M -$9.56K -200 -0.5%
Comerica Bank
98
Comerica Bank
Texas
$2.05M +$3.97K +83 +0.2%
Citigroup
99
Citigroup
New York
$2.05M +$922K +19,299 +95%
ERSOT
100
Employees Retirement System of Texas
Texas
$2.02M – – –
2 3
4
5 6

EVR Hedge Fund Activity: Q1 2016 in Review

227 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2016, worth a combined $1.83B — down 8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVR positions and 29 closed out — a net gain of 6 holders — while 95 added to existing stakes and 72 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $13.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $48M sold.

  • 227 institutional investors held Evercore (EVR) as of Q1 2016, up from 224 in Q4 2015.
  • Funds reported $1.83B of Evercore stock for Q1 2016, down 8% quarter-over-quarter.
  • 35 funds opened new Evercore positions in Q1 2016 and 29 closed out, a net change of +6 holders.
  • The largest Evercore buyer in Q1 2016 was Renaissance Technologies, an estimated $13.6M added.
  • The largest Evercore seller in Q1 2016 was Lord, Abbett & Co, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2016.