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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
ERSOT
101
Employees Retirement System of Texas
Texas
$2.11M – – –
Comerica Bank
102
Comerica Bank
Texas
$1.96M +$275K +5,101 +14%
RA
103
Royce & Associates
New York
$1.95M +$211K +3,900 +12%
SIP
104
Stoneridge Investment Partners
Pennsylvania
$1.95M +$11.1K +206 +0.6%
TPSF
105
Texas Permanent School Fund
Texas
$1.77M +$230K +4,251 +15%
SCM
106
Stevens Capital Management
Pennsylvania
$1.75M +$697K +12,901 +66%
MPAM
107
Monarch Partners Asset Management
Massachusetts
$1.73M +$178K +3,300 +12%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M +$86.4K +1,600 +5%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.65M +$1.65M +30,520 New
SIM
110
Spark Investment Management
New York
$1.63M +$1.63M +30,100 New
SEI Investments
111
SEI Investments
Pennsylvania
$1.61M +$820K +15,184 +104%
Public Sector Pension Investment Board (PSP Investments)
112
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$540K -10,000 -26%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$1.5M +$1.5M +27,768 New
CIC
114
Chase Investment Counsel
Virginia
$1.46M -$47.8K -885 -3%
KC
115
Kingfisher Capital
North Carolina
$1.42M +$104K +1,933 +8%
Millennium Management
116
Millennium Management
New York
$1.42M -$30.5M -565,510 -96%
AIG
117
American International Group
New York
$1.38M +$51.2K +949 +4%
EIM
118
Essex Investment Management
Massachusetts
$1.31M -$31.3K -580 -2%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$1.31M – – –
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M – – –
VRS
121
Virginia Retirement Systems
Virginia
$1.24M +$227K +4,200 +22%
Citigroup
122
Citigroup
New York
$1.09M +$46.1K +854 +4%
ASRS
123
Arizona State Retirement System
Arizona
$1.06M +$167K +3,100 +19%
QSS
124
Quantitative Systematic Strategies
Florida
$1M +$540K +10,004 +119%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$946K +$124K +2,300 +15%
3 4
5
6 7

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.