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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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$5.78M -$214K -2,848 -4%
DCM
77
Dupont Capital Management
Delaware
$5.74M -$294K -3,913 -5%
PC
78
Pier Capital
Connecticut
$5.61M -$818K -10,883 -13%
Swiss National Bank
79
Swiss National Bank
Switzerland
$5.49M – – –
RIM
80
Rainier Investment Management
Washington
$5.47M -$1.29M -17,130 -20%
Fisher Asset Management
81
Fisher Asset Management
Washington
$5.28M +$74.7K +993 +2%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$5.04M -$730K -9,704 -13%
Allianz Asset Management
83
Allianz Asset Management
Germany
$4.79M +$1.33M +17,677 +42%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$4.64M – – –
LG
85
Leuthold Group
Minnesota
$4.6M -$22.2K -295 -0.5%
SGAM
86
Smith Group Asset Management
Texas
$4.43M +$47.9K +637 +1%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.39M +$15.4K +205 +0.4%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$4.37M +$7.52K +100 +0.2%
Barclays
89
Barclays
United Kingdom
$4.34M +$2.99M +39,798 +279%
Canada Life
90
Canada Life
Manitoba, Canada
$4.28M -$455K -6,057 -10%
SDIC
91
South Dakota Investment Council
South Dakota
$4.27M -$654K -8,700 -14%
Citigroup
92
Citigroup
New York
$4.23M +$683K +9,084 +21%
APG Asset Management
93
APG Asset Management
Netherlands
$4.22M +$3.95M +52,600 New
QIM
94
Quantitative Investment Management
Virginia
$4.13M -$4.17M -55,400 -52%
CIP
95
Chartwell Investment Partners
Pennsylvania
$4.07M +$184K +2,443 +5%
Jacobs Levy Equity Management
96
Jacobs Levy Equity Management
New Jersey
$4.01M +$429K +5,700 +13%
HIS
97
Horizon Investment Services
Indiana
$3.92M +$3.16K +42 +0.1%
TG
98
TCW Group
California
$3.87M +$133K +1,766 +4%
GACM
99
Global Alpha Capital Management
Quebec, Canada
$3.83M -$246K -3,275 -6%
Comerica Bank
100
Comerica Bank
Texas
$3.34M -$127K -1,686 -4%
2 3
4
5 6

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.