Evercore
227 hedge funds and large institutions have $1.87B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 26 closing their positions.
122% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $684K
20% more capital invested
Capital invested by funds: $1.56B → $1.87B (+$310M)
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
4.67% more ownership
Funds ownership: 89.02% → 93.69% (+4.7%)
2% more funds holding
Funds holding: 222 → 227 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
+$27.2M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$25.4M |
| 3 |
Goldman Sachs
New York
|
+$22.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$17.5M |
| 5 |
HCM
Highbridge Capital Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$43.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$36.2M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
-$23.9M |
| 4 |
O
OppenheimerFunds
New York
|
-$13.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.59M |
EVR Hedge Fund Activity: Q3 2016 in Review
227 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2016, worth a combined $1.87B — up 20% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EVR positions and 26 closed out — a net gain of 5 holders — while 85 added to existing stakes and 86 trimmed.
The largest buyer was Daruma Capital Management, opening a new position worth an estimated $27.2M. The largest seller was abrdn Investment Management, cutting an estimated $43.1M.
- 227 institutional investors held Evercore (EVR) as of Q3 2016, up from 222 in Q2 2016.
- Funds reported $1.87B of Evercore stock for Q3 2016, up 20% quarter-over-quarter.
- 31 funds opened new Evercore positions in Q3 2016 and 26 closed out, a net change of +5 holders.
- The largest Evercore buyer in Q3 2016 was Daruma Capital Management, an estimated $27.2M added.
- The largest Evercore seller in Q3 2016 was abrdn Investment Management, an estimated $43.1M sold.
Based on aggregated 13F filings for Q3 2016.