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Evercore
EVR

340 hedge funds and large institutions have $2.96B invested in Evercore in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 331 → 340 (+9)

0.05% more ownership

Funds ownership: 93.84% → 93.88% (+0.05%)

12% less capital invested

Capital invested by funds: $3.38B → $2.96B (-$420M)

13% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 136

80% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $6.99M

Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
119
Reduced
136
Closed
34
Calls
$1.37M
Puts
$6.99M
Net Calls
-$5.62M
Net Calls Change
+$9.93M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$30.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$30M
3
N
Nuveen
North Carolina
+$28.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$20.1M

Top Sellers

1
JCM
Junto Capital Management
New York
-$54.2M
2
FCM
Frontier Capital Management
Massachusetts
-$48.8M
3
Invesco
Invesco
Georgia
-$43.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$42M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
126
Paloma Partners
Connecticut
$2.53M +$1.03M +12,414 +65%
ERSOT
127
Employees Retirement System of Texas
Texas
$2.52M -$207K -2,500 -7%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$2.5M +$2.59M +31,200 New
RJA
129
Raymond James & Associates
Florida
$2.47M -$180K -2,172 -7%
GC
130
Guggenheim Capital
Illinois
$2.39M -$85.3K -1,029 -3%
MAM
131
Morse Asset Management
Connecticut
$2.36M – – –
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.3M -$486K -5,863 -17%
Allianz Asset Management
133
Allianz Asset Management
Germany
$2.29M -$5.62M -67,876 -70%
Deutsche Bank
134
Deutsche Bank
Germany
$2.2M +$676K +8,163 +42%
ACM
135
AlphaCrest Capital Management
New York
$2.19M +$1.15M +13,900 +104%
TPSF
136
Texas Permanent School Fund
Texas
$2.17M -$60.7K -732 -3%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$2.16M +$2.24M +27,004 New
Truist Financial
138
Truist Financial
North Carolina
$2.01M -$35.4K -427 -2%
SP
139
Sarasin & Partners
United Kingdom
$2M – – –
SFM
140
Soros Fund Management
New York
$2M +$2.07M +25,000 New
ASRS
141
Arizona State Retirement System
Arizona
$1.99M -$411K -4,954 -17%
MIM
142
MetLife Investment Management
New Jersey
$1.86M -$94.3K -1,138 -5%
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$1.84M +$1.18M +14,200 +161%
EGM
144
Engineers Gate Manager
New York
$1.82M +$1.88M +22,743 New
HSBC Holdings
145
HSBC Holdings
United Kingdom
$1.8M +$1.41M +17,050 +318%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$1.77M -$24.9K -300 -1%
CCM
147
Covington Capital Management
California
$1.77M +$24K +290 +1%
BAMF
148
BI Asset Management Fondsmaeglerselskab
Denmark
$1.76M +$1.82M +21,919 New
NIPH
149
NN Investment Partners Holdings
Netherlands
$1.74M +$1.06M +12,832 +145%
DDPIC
150
Deroy & Devereaux Private Investment Counsel
Michigan
$1.73M – – –
4 5
6
7 8

EVR Hedge Fund Activity: Q3 2019 in Review

340 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2019, worth a combined $2.96B — down 12% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EVR positions and 34 closed out — a net gain of 9 holders — while 119 added to existing stakes and 136 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $30.1M. The largest seller was Junto Capital Management, exiting entirely with an estimated $54.2M sold.

  • 340 institutional investors held Evercore (EVR) as of Q3 2019, up from 331 in Q2 2019.
  • Funds reported $2.96B of Evercore stock for Q3 2019, down 12% quarter-over-quarter.
  • 43 funds opened new Evercore positions in Q3 2019 and 34 closed out, a net change of +9 holders.
  • The largest Evercore buyer in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $30.1M added.
  • The largest Evercore seller in Q3 2019 was Junto Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q3 2019.