Evercore
228 hedge funds and large institutions have $1.85B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.
246% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $745K
32% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 72
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
1% more funds holding
Funds holding: 225 → 228 (+3)
3.69% less ownership
Funds ownership: 93.74% → 90.05% (-3.7%)
8% less capital invested
Capital invested by funds: $2B → $1.85B (-$153M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$13.6M |
| 2 |
Millennium Management
New York
|
+$11.3M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$7.72M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.91M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$48M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$29.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.9M |
| 4 |
HJMC
Hellman Jordan Management Company
Quincy,
Massachusetts
|
-$10.2M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$9.21M |
EVR Hedge Fund Activity: Q1 2016 in Review
228 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2016, worth a combined $1.85B — down 7.6% from $2B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EVR positions and 29 closed out — a net gain of 6 holders — while 95 added to existing stakes and 72 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $13.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $48M sold.
- 228 institutional investors held Evercore (EVR) as of Q1 2016, up from 225 in Q4 2015.
- Funds reported $1.85B of Evercore stock for Q1 2016, down 7.6% quarter-over-quarter.
- 35 funds opened new Evercore positions in Q1 2016 and 29 closed out, a net change of +6 holders.
- The largest Evercore buyer in Q1 2016 was Renaissance Technologies, an estimated $13.6M added.
- The largest Evercore seller in Q1 2016 was Lord, Abbett & Co, an estimated $48M sold.
Based on aggregated 13F filings for Q1 2016.