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Evercore
EVR

329 hedge funds and large institutions have $3.47B invested in Evercore in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $3.01B → $3.47B (+$467M)

11% more funds holding

Funds holding: 296 → 329 (+33)

4.55% more ownership

Funds ownership: 95.42% → 99.97% (+4.6%)

7% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 123

77% less call options, than puts

Call options by funds: $4.78M | Put options by funds: $20.9M

Holders
329
Holders Change
+33
Holders Change %
+11.15%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
56
Increased
114
Reduced
123
Closed
22
Calls
$4.78M
Puts
$20.9M
Net Calls
-$16.1M
Net Calls Change
-$18.3M

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$28.9M
2
Calamos Advisors
Calamos Advisors
Illinois
+$27.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$26.6M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$21.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$20M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30M
3
BlackRock
BlackRock
New York
-$21M
4
SAM
Sentinel Asset Management
Vermont
-$15.2M
5
American Century Companies
American Century Companies
Missouri
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$4.66M -$34.2M -410,122 -89%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$4.64M +$3.69M +44,236 +606%
Canada Life
103
Canada Life
Manitoba, Canada
$4.62M -$164K -1,971 -4%
Comerica Bank
104
Comerica Bank
Texas
$3.94M -$150K -1,799 -4%
TG
105
TCW Group
California
$3.93M -$383K -4,586 -10%
Citigroup
106
Citigroup
New York
$3.8M -$873K -10,462 -20%
GLA
107
Great Lakes Advisors
Illinois
$3.74M +$504K +6,045 +17%
CEP
108
Chicago Equity Partners
Illinois
$3.65M -$3.65M -43,705 -52%
Barclays
109
Barclays
United Kingdom
$3.62M -$1.16M -13,887 -26%
AR
110
Advisory Research
Illinois
$3.59M +$1.32M +15,838 +66%
SDIC
111
South Dakota Investment Council
South Dakota
$3.53M -$1.16M -13,900 -26%
ERSOT
112
Employees Retirement System of Texas
Texas
$3.51M – – –
VIA
113
Vident Investment Advisory
Georgia
$3.48M +$269K +3,223 +9%
Federated Hermes
114
Federated Hermes
Pennsylvania
$3.47M +$2.59M +31,065 +415%
BA
115
Boston Advisors
Massachusetts
$3.45M -$4.12M -49,351 -56%
Truist Financial
116
Truist Financial
North Carolina
$3.39M -$258K -3,088 -8%
First Trust Advisors
117
First Trust Advisors
Illinois
$3.31M +$368K +4,412 +14%
Allianz Asset Management
118
Allianz Asset Management
Germany
$3M -$2.2M -26,323 -44%
Asset Management One
119
Asset Management One
Japan
$2.92M +$2.69M +32,252 New
MAM
120
Morse Asset Management
Connecticut
$2.88M -$66.7K -800 -2%
Squarepoint
121
Squarepoint
New York
$2.86M +$1.72M +20,624 +184%
UBS AM
122
UBS AM
Illinois
$2.84M +$52.5K +629 +2%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$2.77M -$443K -5,309 -15%
AIG
124
American International Group
New York
$2.76M -$9.59K -115 -0.4%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$2.7M +$162K +1,940 +7%
3 4
5
6 7

EVR Hedge Fund Activity: Q4 2017 in Review

329 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2017, worth a combined $3.47B — up 16% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EVR positions and 22 closed out — a net gain of 34 holders — while 114 added to existing stakes and 123 trimmed.

The largest buyer was Jupiter Investment Management, adding an estimated $28.9M. The largest seller was VOYA Investment Management, cutting an estimated $34.2M.

  • 329 institutional investors held Evercore (EVR) as of Q4 2017, up from 296 in Q3 2017.
  • Funds reported $3.47B of Evercore stock for Q4 2017, up 16% quarter-over-quarter.
  • 56 funds opened new Evercore positions in Q4 2017 and 22 closed out, a net change of +34 holders.
  • The largest Evercore buyer in Q4 2017 was Jupiter Investment Management, an estimated $28.9M added.
  • The largest Evercore seller in Q4 2017 was VOYA Investment Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2017.