Evercore
289 hedge funds and large institutions have $1.67B invested in Evercore in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 69 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 114
7.39% less ownership
Funds ownership: 95.93% → 88.54% (-7.4%)
12% less funds holding
Funds holding: 327 → 289 (-38)
36% less call options, than puts
Call options by funds: $948K | Put options by funds: $1.48M
40% less capital invested
Capital invested by funds: $2.8B → $1.67B (-$1.13B)
49% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 69
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$52.1M |
| 2 |
RA
Royce & Associates
New York
|
+$25.5M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$24.6M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$20.4M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$55.5M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$51.3M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$46.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$45.3M |
| 5 |
BlackRock
New York
|
-$25.8M |
EVR Hedge Fund Activity: Q1 2020 in Review
289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2020, worth a combined $1.67B — down 40% from $2.8B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of EVR and 35 opened new positions — a net loss of 34 holders — while 114 trimmed existing stakes and 104 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.1M. The largest seller was Millennium Management, cutting an estimated $55.5M.
- 289 institutional investors held Evercore (EVR) as of Q1 2020, down from 327 in Q4 2019.
- Funds reported $1.67B of Evercore stock for Q1 2020, down 40% quarter-over-quarter.
- 35 funds opened new Evercore positions in Q1 2020 and 69 closed out, a net change of -34 holders.
- The largest Evercore buyer in Q1 2020 was Hotchkis & Wiley Capital Management, an estimated $52.1M added.
- The largest Evercore seller in Q1 2020 was Millennium Management, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2020.