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Evercore
EVR

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $745K

32% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 72

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

1% more funds holding

Funds holding: 224 → 227 (+3)

3.7% less ownership

Funds ownership: 93.75% → 90.05% (-3.7%)

8% less capital invested

Capital invested by funds: $1.99B → $1.83B (-$160M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.83M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M
2
Millennium Management
Millennium Management
New York
+$11.3M
3
SI
Scout Investments
Missouri
+$7.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.91M
5
AL
AJO LP
Pennsylvania
+$6.31M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$48M
2
AIM
abrdn Investment Management
United Kingdom
-$29.1M
3
Wells Fargo
Wells Fargo
California
-$11.9M
4
HJMC
Hellman Jordan Management Company
Massachusetts
-$10.2M
5
BG
Bahl & Gaynor
Ohio
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
176
PineBridge Investments
New York
$251K -$21.6K -453 -9%
Jacobs Levy Equity Management
177
Jacobs Levy Equity Management
New Jersey
$249K +$230K +4,820 New
AIM
178
Acrospire Investment Management
Illinois
$245K +$226K +4,727 New
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$239K – – –
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$233K -$165K -3,461 -43%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$228K -$213K -4,449 -50%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$223K -$10.1K -212 -5%
Canada Life
183
Canada Life
Manitoba, Canada
$220K – – –
CIM
184
CIM Investment Management
Pennsylvania
$218K +$202K +4,219 New
TNBTD
185
Trustmark National Bank Trust Department
Mississippi
$204K +$189K +3,951 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$195K -$430K -8,999 -71%
Walleye Trading
187
Walleye Trading
New York
$154K +$131K +2,750 +1,185%
MAM
188
Meeder Asset Management
Ohio
$153K – – –
FMT
189
First Mercantile Trust
Tennessee
$144K -$4.3K -90 -3%
BlackRock
190
BlackRock
New York
$126K +$45.4K +951 +64%
PCM
191
Prelude Capital Management
New York
$124K +$105K +2,200 +1,100%
EWM
192
Evercore Wealth Management
New York
$100K +$92.4K +1,933 New
LIA
193
LS Investment Advisors
Michigan
$70K +$1.77K +37 +3%
SIA
194
Sit Investment Associates
Minnesota
$67K – – –
IPC
195
Independent Portfolio Consultants
Florida
$61K -$9.32K -195 -14%
SO
196
STRS Ohio
Ohio
$56K – – –
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$11.8K +248 +31%
Victory Capital Management
198
Victory Capital Management
Texas
$53K -$40.8K -853 -45%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$48K -$139K -2,906 -76%
HCM
200
Herndon Capital Management
Georgia
$48K +$860 +18 +2%
6 7
8
9 10

EVR Hedge Fund Activity: Q1 2016 in Review

227 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2016, worth a combined $1.83B — down 8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVR positions and 29 closed out — a net gain of 6 holders — while 95 added to existing stakes and 72 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $13.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $48M sold.

  • 227 institutional investors held Evercore (EVR) as of Q1 2016, up from 224 in Q4 2015.
  • Funds reported $1.83B of Evercore stock for Q1 2016, down 8% quarter-over-quarter.
  • 35 funds opened new Evercore positions in Q1 2016 and 29 closed out, a net change of +6 holders.
  • The largest Evercore buyer in Q1 2016 was Renaissance Technologies, an estimated $13.6M added.
  • The largest Evercore seller in Q1 2016 was Lord, Abbett & Co, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2016.