Evercore
213 hedge funds and large institutions have $2.32B invested in Evercore in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 54
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
25% more capital invested
Capital invested by funds: $1.86B → $2.32B (+$458M)
8% more funds holding
Funds holding: 197 → 213 (+16)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.99% less ownership
Funds ownership: 92.86% → 89.87% (-3%)
19% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $2.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$39.1M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$33.2M |
| 3 |
IIM
Ivory Investment Management
New York
|
+$27M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$20.5M |
| 5 |
Millennium Management
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$76.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$61.3M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$36.9M |
| 4 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$25.1M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$21.4M |
EVR Hedge Fund Activity: Q3 2014 in Review
213 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2014, worth a combined $2.32B — up 25% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EVR positions and 28 closed out — a net gain of 17 holders — while 90 added to existing stakes and 54 trimmed.
The largest buyer was abrdn Investment Management, adding an estimated $39.1M. The largest seller was Jennison Associates, cutting an estimated $76.7M.
- 213 institutional investors held Evercore (EVR) as of Q3 2014, up from 197 in Q2 2014.
- Funds reported $2.32B of Evercore stock for Q3 2014, up 25% quarter-over-quarter.
- 45 funds opened new Evercore positions in Q3 2014 and 28 closed out, a net change of +17 holders.
- The largest Evercore buyer in Q3 2014 was abrdn Investment Management, an estimated $39.1M added.
- The largest Evercore seller in Q3 2014 was Jennison Associates, an estimated $76.7M sold.
Based on aggregated 13F filings for Q3 2014.