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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
SAM
151
Sawgrass Asset Management
Florida
$1.76M +$863K +10,345 +113%
EIM
152
Essex Investment Management
Massachusetts
$1.73M -$20.2K -242 -1%
CCMH
153
Cornerstone Capital Management Holdings
New York
$1.71M -$1.13M -13,500 -42%
US Bancorp
154
US Bancorp
Minnesota
$1.67M +$68.3K +819 +5%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.66M +$12.5K +150 +0.8%
IA
156
IndexIQ Advisors
New York
$1.63M +$581K +6,962 +63%
MIM
157
MetLife Investment Management
New Jersey
$1.6M +$1.48M +17,759 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.6M +$1.12M +13,445 +314%
SO
159
STRS Ohio
Ohio
$1.59M -$100K -1,200 -6%
LPL Financial
160
LPL Financial
California
$1.57M -$114K -1,370 -7%
MERSOM
161
Municipal Employees' Retirement System of Michigan
Michigan
$1.57M +$7.51K +90 +0.5%
BC
162
Brinker Capital
Pennsylvania
$1.56M +$44.9K +538 +3%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$1.49M +$58.4K +700 +4%
NI
164
Numeric Investors
Massachusetts
$1.49M +$1.38M +16,600 New
BIM
165
Bogle Investment Management
Massachusetts
$1.47M +$1.36M +16,290 New
SCA
166
Snowden Capital Advisors
New York
$1.44M +$154K +1,845 +13%
KBC Group
167
KBC Group
Belgium
$1.4M – – –
AAM
168
Advisors Asset Management
Colorado
$1.38M -$36.7K -440 -3%
DIA
169
Denver Investment Advisors
Colorado
$1.36M -$56.7K -680 -4%
HA
170
Harbor Advisors
Florida
$1.35M +$500K +6,000 +67%
TI
171
Trexquant Investment
Connecticut
$1.35M +$1.25M +14,983 New
Neuberger Berman Group
172
Neuberger Berman Group
New York
$1.33M +$1.24M +14,823 New
HIM
173
Hillsdale Investment Management
Ontario, Canada
$1.31M – – –
CCM
174
Covington Capital Management
California
$1.29M – – –
SRAM
175
Stone Ridge Asset Management
New York
$1.28M +$1.19M +14,214 New
5 6
7
8 9

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.