Evercore
303 hedge funds and large institutions have $2.11B invested in Evercore in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 43 closing their positions.
35% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 43
34% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $2.35M
27% more capital invested
Capital invested by funds: $1.67B → $2.11B (+$447M)
5% more funds holding
Funds holding: 289 → 303 (+14)
0.2% more ownership
Funds ownership: 88.54% → 88.74% (+0.2%)
9% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$43.7M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$27.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$20.4M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$18.9M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$27M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$23.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$19.9M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$13.2M |
EVR Hedge Fund Activity: Q2 2020 in Review
303 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2020, worth a combined $2.11B — up 27% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EVR positions and 43 closed out — a net gain of 15 holders — while 100 added to existing stakes and 110 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $43.7M. The largest seller was Deutsche Bank, cutting an estimated $27M.
- 303 institutional investors held Evercore (EVR) as of Q2 2020, up from 289 in Q1 2020.
- Funds reported $2.11B of Evercore stock for Q2 2020, up 27% quarter-over-quarter.
- 58 funds opened new Evercore positions in Q2 2020 and 43 closed out, a net change of +15 holders.
- The largest Evercore buyer in Q2 2020 was JP Morgan Chase, an estimated $43.7M added.
- The largest Evercore seller in Q2 2020 was Deutsche Bank, an estimated $27M sold.
Based on aggregated 13F filings for Q2 2020.