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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$1.26M +$25.6K +307 +2%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$1.21M +$842K +10,099 +298%
O
178
OppenheimerFunds
New York
$1.18M -$219K -2,620 -17%
UCFA
179
United Capital Financial Advisors
Texas
$1.16M -$7.09K -85 -0.7%
JMPWA
180
JP Morgan Private Wealth Advisors
California
$1.16M +$1.07M +12,869 New
PI
181
PineBridge Investments
New York
$1.15M +$655K +7,851 +161%
AIM
182
Assured Investment Management
New York
$1.14M +$750K +8,995 +242%
T. Rowe Price Associates
183
T. Rowe Price Associates
Maryland
$1.13M -$834 -10 -0.1%
ProShare Advisors
184
ProShare Advisors
Maryland
$1.13M +$307K +3,677 +42%
SG Americas Securities
185
SG Americas Securities
New York
$1.09M -$818K -9,808 -45%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M -$1.15M -13,789 -54%
SBIA
187
Sheaff Brock Investment Advisors
Indiana
$1.03M -$27.8K -333 -3%
IA
188
IFP Advisors
Florida
$983K +$2.17K +26 +0.2%
AG
189
Aperio Group
California
$919K +$68.7K +824 +9%
CIC
190
Cornercap Investment Counsel
Georgia
$910K -$4.59K -55 -0.5%
MSA
191
Mason Street Advisors
Wisconsin
$904K +$8.59K +103 +1%
BCC
192
Bridge City Capital
Oregon
$899K – – –
CGH
193
Crossmark Global Holdings
Texas
$859K +$834 +10 +0.1%
SPIA
194
Steward Partners Investment Advisory
New York
$851K +$20.4K +244 +3%
SEI Investments
195
SEI Investments
Pennsylvania
$830K +$27.6K +331 +4%
ACI
196
AMP Capital Investors
Australia
$810K -$342K -4,100 -31%
SCM
197
Stevens Capital Management
Pennsylvania
$804K -$1.22M -14,635 -62%
SW
198
SVB Wealth
Massachusetts
$802K -$417 -5 -0.1%
Ohio Public Employees Retirement System (OPERS)
199
Ohio Public Employees Retirement System (OPERS)
Ohio
$787K +$13.1K +157 +2%
OAM
200
Oppenheimer Asset Management
New York
$773K – – –
6 7
8
9 10

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.