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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
FA
201
FDx Advisors
Illinois
$754K -$3.84K -46 -0.5%
Jane Street
202
Jane Street
New York
$743K +$689K +8,260 New
PIA
203
Piedmont Investment Advisors
North Carolina
$714K -$822K -9,857 -55%
SIA
204
Sit Investment Associates
Minnesota
$695K +$39.6K +475 +7%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$692K -$5K -60 -0.8%
DTL
206
Dynamic Technology Lab
Singapore
$682K -$483K -5,787 -43%
HEIP
207
Hudson Edge Investment Partners
New Jersey
$672K -$111K -1,328 -15%
CSS
208
Cubist Systematic Strategies
Connecticut
$641K +$594K +7,119 New
PA
209
Profund Advisors
Maryland
$586K +$93.2K +1,117 +21%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$586K +$534K +6,403 +6,217%
AA
211
ALPS Advisors
Colorado
$585K – – –
SI
212
SII Investments
Wisconsin
$576K -$48K -576 -8%
BCM
213
Bridgeway Capital Management
Texas
$576K +$75.1K +900 +16%
Stifel Financial
214
Stifel Financial
Missouri
$573K +$5K +60 +1%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$558K +$434K +5,200 +520%
KI
216
Koch Industries
Kansas
$551K +$510K +6,117 New
BCM
217
Brown Capital Management
Maryland
$549K – – –
HC
218
Henshaw Capital
Massachusetts
$547K -$59.8K -717 -11%
FRM
219
Fox Run Management
Connecticut
$540K +$500K +6,000 New
SFSIG
220
San Francisco Sentry Investment Group
California
$531K – – –
DAM
221
Deltec Asset Management
New York
$518K – – –
ONB
222
Old National Bancorp
Indiana
$517K – – –
RFC
223
Regions Financial Corp
Alabama
$509K -$303K -3,632 -39%
AB
224
Amalgamated Bank
New York
$507K +$21K +252 +5%
EP
225
Elkfork Partners
Oregon
$496K +$45.4K +544 +11%
7 8
9
10 11

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.