Evercore
178 hedge funds and large institutions have $1.46B invested in Evercore in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
32% more capital invested
Capital invested by funds: $1.11B → $1.46B (+$357M)
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
15% more funds holding
Funds holding: 155 → 178 (+23)
5.63% more ownership
Funds ownership: 89.1% → 94.73% (+5.6%)
1% more call options, than puts
Call options by funds: $4.32M | Put options by funds: $4.28M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$43.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$26.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.6M |
| 4 |
O
OppenheimerFunds
New York
|
+$15.5M |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$35.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.6M |
| 3 |
Goldman Sachs
New York
|
-$23M |
| 4 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$15.4M |
| 5 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$15M |
EVR Hedge Fund Activity: Q3 2013 in Review
178 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2013, worth a combined $1.46B — up 32% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EVR positions and 21 closed out — a net gain of 25 holders — while 69 added to existing stakes and 56 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $43.7M. The largest seller was Systematic Financial Management, cutting an estimated $35.4M.
- 178 institutional investors held Evercore (EVR) as of Q3 2013, up from 155 in Q2 2013.
- Funds reported $1.46B of Evercore stock for Q3 2013, up 32% quarter-over-quarter.
- 46 funds opened new Evercore positions in Q3 2013 and 21 closed out, a net change of +25 holders.
- The largest Evercore buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $43.7M added.
- The largest Evercore seller in Q3 2013 was Systematic Financial Management, an estimated $35.4M sold.
Based on aggregated 13F filings for Q3 2013.