Evercore
196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.
182% more call options, than puts
Call options by funds: $6.67M | Put options by funds: $2.36M
31% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 65
4% more capital invested
Capital invested by funds: $1.72B → $1.79B (+$64.3M)
0.88% more ownership
Funds ownership: 90.75% → 91.63% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 203 → 196 (-7)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.6M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$22.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$13.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$51.6M |
| 2 |
HCM
Highbridge Capital Management
New York
|
-$12.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.7M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$9.57M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$9.41M |
EVR Hedge Fund Activity: Q2 2015 in Review
196 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2015, worth a combined $1.79B — up 3.7% from $1.72B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of EVR and 24 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 85 added.
The largest buyer was Wellington Management Group, adding an estimated $30.6M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $51.6M sold.
- 196 institutional investors held Evercore (EVR) as of Q2 2015, down from 203 in Q1 2015.
- Funds reported $1.79B of Evercore stock for Q2 2015, up 3.7% quarter-over-quarter.
- 24 funds opened new Evercore positions in Q2 2015 and 30 closed out, a net change of -6 holders.
- The largest Evercore buyer in Q2 2015 was Wellington Management Group, an estimated $30.6M added.
- The largest Evercore seller in Q2 2015 was Massachusetts Financial Services, an estimated $51.6M sold.
Based on aggregated 13F filings for Q2 2015.