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Evercore
EVR

289 hedge funds and large institutions have $1.67B invested in Evercore in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

7.39% less ownership

Funds ownership: 95.93% → 88.54% (-7.4%)

12% less funds holding

Funds holding: 327 → 289 (-38)

36% less call options, than puts

Call options by funds: $948K | Put options by funds: $1.48M

40% less capital invested

Capital invested by funds: $2.8B → $1.67B (-$1.13B)

49% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 69

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
289
Holders Change
-38
Holders Change %
-11.62%
% of All Funds
6.37%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
104
Reduced
114
Closed
69
Calls
$948K
Puts
$1.48M
Net Calls
-$530K
Net Calls Change
+$921K

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$52.1M
2
RA
Royce & Associates
New York
+$25.5M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$24.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20.4M
5
FWIA
Fort Washington Investment Advisors
Ohio
+$18.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$55.5M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$51.3M
3
CCM
Channing Capital Management
Illinois
-$46.3M
4
APG Asset Management
APG Asset Management
Netherlands
-$45.3M
5
BlackRock
BlackRock
New York
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$2.09M +$62.1K +927 +2%
HA
102
H2O AM
United Kingdom
$2.06M -$3.27M -48,822 -52%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$2.02M -$20.1K -300 -0.7%
MPM
104
Meritage Portfolio Management
Kansas
$1.98M +$2.88M +42,951 New
SFM
105
Soros Fund Management
New York
$1.92M -$2.68M -40,000 -49%
CSS
106
Cubist Systematic Strategies
Connecticut
$1.81M -$1.63M -24,323 -38%
TG
107
TCW Group
California
$1.75M +$362K +5,399 +17%
MOACM
108
Mutual of America Capital Management
New York
$1.73M +$90.7K +1,354 +4%
APG Asset Management
109
APG Asset Management
Netherlands
$1.7M -$45.3M -677,000 -95%
EVM
110
Eaton Vance Management
Massachusetts
$1.66M +$2.41M +35,959 New
Adage Capital Partners
111
Adage Capital Partners
Massachusetts
$1.61M -$1M -15,000 -30%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.54M -$67.5K -1,008 -3%
TPSF
113
Texas Permanent School Fund
Texas
$1.53M +$433K +6,472 +24%
ERSOT
114
Employees Retirement System of Texas
Texas
$1.45M – – –
DCM
115
Dupont Capital Management
Delaware
$1.44M -$1.02M -15,299 -33%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$1.44M – – –
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$1.42M +$1.56M +23,355 +310%
DDPIC
118
Deroy & Devereaux Private Investment Counsel
Michigan
$1.41M +$82K +1,225 +4%
ZIM
119
Zacks Investment Management
Illinois
$1.32M -$1.88M -28,098 -50%
MAM
120
Morse Asset Management
Connecticut
$1.29M – – –
Truist Financial
121
Truist Financial
North Carolina
$1.28M +$11.5K +171 +0.6%
Comerica Bank
122
Comerica Bank
Texas
$1.24M -$298K -4,454 -15%
AAMU
123
Amundi Asset Management US
Massachusetts
$1.23M -$1.25M -18,638 -18%
SP
124
Sarasin & Partners
United Kingdom
$1.15M – – –
VRS
125
Virginia Retirement Systems
Virginia
$1.13M -$40.2K -600 -2%
3 4
5
6 7

EVR Hedge Fund Activity: Q1 2020 in Review

289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2020, worth a combined $1.67B — down 40% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of EVR and 35 opened new positions — a net loss of 34 holders — while 114 trimmed existing stakes and 104 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.1M. The largest seller was Millennium Management, cutting an estimated $55.5M.

  • 289 institutional investors held Evercore (EVR) as of Q1 2020, down from 327 in Q4 2019.
  • Funds reported $1.67B of Evercore stock for Q1 2020, down 40% quarter-over-quarter.
  • 35 funds opened new Evercore positions in Q1 2020 and 69 closed out, a net change of -34 holders.
  • The largest Evercore buyer in Q1 2020 was Hotchkis & Wiley Capital Management, an estimated $52.1M added.
  • The largest Evercore seller in Q1 2020 was Millennium Management, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2020.