Evercore
224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.
723% more call options, than puts
Call options by funds: $4.65M | Put options by funds: $565K
150% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 16
98% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 54
16% more capital invested
Capital invested by funds: $1.72B → $1.99B (+$274M)
10% more funds holding
Funds holding: 204 → 224 (+20)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.05% less ownership
Funds ownership: 94.81% → 93.75% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.5M |
| 2 |
JCM
Junto Capital Management
New York
|
+$30.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.5M |
| 5 |
O
OppenheimerFunds
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$30.5M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$9.25M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$8.67M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.37M |
| 5 |
IIM
Ivory Investment Management
New York
|
-$7.5M |
EVR Hedge Fund Activity: Q4 2015 in Review
224 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2015, worth a combined $1.99B — up 16% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EVR positions and 16 closed out — a net gain of 24 holders — while 107 added to existing stakes and 54 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $40.5M. The largest seller was Millennium Management, cutting an estimated $30.5M.
- 224 institutional investors held Evercore (EVR) as of Q4 2015, up from 204 in Q3 2015.
- Funds reported $1.99B of Evercore stock for Q4 2015, up 16% quarter-over-quarter.
- 40 funds opened new Evercore positions in Q4 2015 and 16 closed out, a net change of +24 holders.
- The largest Evercore buyer in Q4 2015 was Wellington Management Group, an estimated $40.5M added.
- The largest Evercore seller in Q4 2015 was Millennium Management, an estimated $30.5M sold.
Based on aggregated 13F filings for Q4 2015.