Evercore
200 hedge funds and large institutions have $1.83B invested in Evercore in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 18 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
54% more call options, than puts
Call options by funds: $7.84M | Put options by funds: $5.1M
28% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 64
25% more capital invested
Capital invested by funds: $1.46B → $1.83B (+$365M)
12% more funds holding
Funds holding: 178 → 200 (+22)
1.52% less ownership
Funds ownership: 94.73% → 93.22% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.5M |
| 2 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
+$20.6M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.2M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$12.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$29.6M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$20.4M |
| 3 |
O
OppenheimerFunds
New York
|
-$15.3M |
| 4 |
Renaissance Technologies
New York
|
-$12.5M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$7.93M |
EVR Hedge Fund Activity: Q4 2013 in Review
200 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2013, worth a combined $1.83B — up 25% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EVR positions and 18 closed out — a net gain of 22 holders — while 82 added to existing stakes and 64 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $26.5M. The largest seller was Systematic Financial Management, cutting an estimated $29.6M.
- 200 institutional investors held Evercore (EVR) as of Q4 2013, up from 178 in Q3 2013.
- Funds reported $1.83B of Evercore stock for Q4 2013, up 25% quarter-over-quarter.
- 40 funds opened new Evercore positions in Q4 2013 and 18 closed out, a net change of +22 holders.
- The largest Evercore buyer in Q4 2013 was Fidelity Investments, an estimated $26.5M added.
- The largest Evercore seller in Q4 2013 was Systematic Financial Management, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2013.