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Evercore
EVR

155 hedge funds and large institutions have $1.11B invested in Evercore in 2013 Q2 according to their latest regulatory filings, with 155 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

89.1% more ownership

Funds ownership: 0% → 89.1% (+89%)

17% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.46M

Holders
155
Holders Change
+155
Holders Change %
–
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
155
Increased
–
Reduced
–
Closed
–
Calls
$1.21M
Puts
$1.46M
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.1M +$83.9M +2,165,767 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$59.5M +$58.7M +1,514,622 New
SFM
3
Systematic Financial Management
New Jersey
$59.4M +$58.6M +1,512,272 New
Jennison Associates
4
Jennison Associates
New York
$54.7M +$54M +1,393,333 New
RIM
5
Rainier Investment Management
Washington
$52.5M +$51.8M +1,337,010 New
SB
6
Suntrust Banks
Georgia
$43M +$42.4M +1,094,674 New
Invesco
7
Invesco
Georgia
$33.4M +$32.9M +850,307 New
BIT
8
BlackRock Institutional Trust
California
$32.5M +$32M +826,270 New
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$30.7M +$30.3M +782,797 New
BFA
10
BlackRock Fund Advisors
California
$28.4M +$28M +723,131 New
Franklin Resources
11
Franklin Resources
California
$23.2M +$22.8M +589,624 New
State Street
12
State Street
Massachusetts
$22.2M +$21.9M +564,855 New
Citadel Advisors
13
Citadel Advisors
Florida
$21.9M +$21.6M +556,587 New
Goldman Sachs
14
Goldman Sachs
New York
$20.9M +$20.6M +531,103 New
PCM
15
Penn Capital Management
Pennsylvania
$20.6M +$20.4M +525,325 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.9M +$18.7M +482,293 New
Renaissance Technologies
17
Renaissance Technologies
New York
$18.7M +$18.4M +475,300 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$18M +$17.7M +457,220 New
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$17.6M +$17.4M +448,552 New
ACM
20
Apex Capital Management
Ohio
$17.3M +$17M +439,959 New
Northern Trust
21
Northern Trust
Illinois
$16.9M +$16.7M +431,227 New
SAM
22
Sentinel Asset Management
Vermont
$16.4M +$16.2M +417,480 New
Wells Fargo
23
Wells Fargo
California
$15.5M +$15.3M +393,831 New
N
24
Nuveen
North Carolina
$15M +$14.8M +382,872 New
PRCM
25
Pine River Capital Management
Minnesota
$15M +$14.8M +382,190 New
1
2 3 4 5

EVR Hedge Fund Activity: Q2 2013 in Review

155 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2013, worth a combined $1.11B.

Buyers outnumbered sellers: 155 funds opened new EVR positions and 0 closed out — a net gain of 155 holders — while 0 added to existing stakes and 0 trimmed.

  • 155 institutional investors held Evercore (EVR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.11B of Evercore stock for Q2 2013.
  • 155 funds opened new Evercore positions in Q2 2013 and 0 closed out, a net change of +155 holders.

Based on aggregated 13F filings for Q2 2013.