Evercore
EVR
436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.
191% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more capital invested
Capital invested by funds: $4.59B → $5.81B (+$1.23B)
10% more funds holding
Funds holding: 396 → 436 (+40)
2.66% more ownership
Funds ownership: 87.53% → 90.18% (+2.7%)
13% less call options, than puts
Call options by funds: $8.82M | Put options by funds: $10.2M
23% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$89.7M |
| 2 |
Millennium Management
New York
|
+$42.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$23.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$32.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$16.6M |
| 4 |
JP Morgan Chase
New York
|
-$13.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$13M |
EVR Hedge Fund Activity: Q4 2023 in Review
436 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2023, worth a combined $5.81B — up 27% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EVR positions and 23 closed out — a net gain of 44 holders — while 134 added to existing stakes and 175 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $32.4M.
- 436 institutional investors held Evercore (EVR) as of Q4 2023, up from 396 in Q3 2023.
- Funds reported $5.81B of Evercore stock for Q4 2023, up 27% quarter-over-quarter.
- 67 funds opened new Evercore positions in Q4 2023 and 23 closed out, a net change of +44 holders.
- The largest Evercore buyer in Q4 2023 was Morgan Stanley, an estimated $89.7M added.
- The largest Evercore seller in Q4 2023 was Hotchkis & Wiley Capital Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2023.