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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
UAS
126
United Asset Strategies
New York
$2.63M +$2.43M +29,187 New
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.62M -$98K -1,175 -4%
CAM
128
Covenant Asset Management
New Jersey
$2.54M +$21.3K +255 +0.9%
HA
129
Halsey Associates
Connecticut
$2.51M -$257K -3,085 -10%
RJA
130
Raymond James & Associates
Florida
$2.48M +$64.9K +778 +3%
Nordea Investment Management
131
Nordea Investment Management
Sweden
$2.43M +$15.8K +190 +0.7%
TPSF
132
Texas Permanent School Fund
Texas
$2.35M -$213K -2,552 -9%
QIM
133
Quantitative Investment Management
Virginia
$2.32M -$2.14M -25,700 -50%
BPM
134
Bowling Portfolio Management
Ohio
$2.27M +$1.28M +15,379 +155%
PGCM
135
Prescott Group Capital Management
Oklahoma
$2.26M – – –
SP
136
Sarasin & Partners
United Kingdom
$2.25M – – –
JIR
137
James Investment Research
Ohio
$2.22M +$91.7K +1,100 +5%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$2.19M +$40K +480 +2%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M -$33.4K -400 -2%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$2.18M +$25.4K +305 +1%
AAMU
141
AEGON Asset Management (UK)
United Kingdom
$2.05M -$168K -2,013 -8%
ZIM
142
Zacks Investment Management
Illinois
$2.04M +$88.1K +1,056 +5%
DDPIC
143
Deroy & Devereaux Private Investment Counsel
Michigan
$2.03M – – –
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.97M +$596K +7,146 +49%
VRS
145
Virginia Retirement Systems
Virginia
$1.95M -$884K -10,600 -33%
Jennison Associates
146
Jennison Associates
New York
$1.88M +$6.26K +75 +0.4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.87M +$632K +7,574 +58%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.86M -$463K -5,556 -21%
SIM
149
Spark Investment Management
New York
$1.8M +$1.67M +20,000 New
GC
150
Globeflex Capital
California
$1.77M -$38.5K -461 -2%
4 5
6
7 8

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.