Evercore
424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.
49% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $11.2M
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
0.42% more ownership
Funds ownership: 87.04% → 87.45% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 428 → 424 (-4)
8% less capital invested
Capital invested by funds: $5.02B → $4.63B (-$382M)
15% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$54.9M |
| 2 |
Millennium Management
New York
|
+$48.1M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$31.6M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$17.7M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$55.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$46.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$30M |
| 5 |
BlackRock
New York
|
-$21M |
EVR Hedge Fund Activity: Q3 2021 in Review
424 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2021, worth a combined $4.63B — down 7.6% from $5.02B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EVR positions and 44 closed out — a net gain of 3 holders — while 138 added to existing stakes and 163 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $54.9M. The largest seller was JP Morgan Chase, cutting an estimated $55.7M.
- 424 institutional investors held Evercore (EVR) as of Q3 2021, down from 428 in Q2 2021.
- Funds reported $4.63B of Evercore stock for Q3 2021, down 7.6% quarter-over-quarter.
- 47 funds opened new Evercore positions in Q3 2021 and 44 closed out, a net change of +3 holders.
- The largest Evercore buyer in Q3 2021 was Point72 Asset Management, an estimated $54.9M added.
- The largest Evercore seller in Q3 2021 was JP Morgan Chase, an estimated $55.7M sold.
Based on aggregated 13F filings for Q3 2021.