Evercore
296 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 37 closing their positions.
145% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $1.17M
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
1.44% more ownership
Funds ownership: 93.98% → 95.42% (+1.4%)
0% more funds holding
Funds holding: 296 → 296 (0)
9% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 116
29% less capital inflows, than outflows
Capital inflows: $175M | Capital outflows: $245M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$38.5M |
| 2 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$15.1M |
| 3 |
Jupiter Investment Management
London,
United Kingdom
|
+$10.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$8.13M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$49.7M |
| 2 |
Renaissance Technologies
New York
|
-$21.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$19.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$8.83M |
EVR Hedge Fund Activity: Q3 2017 in Review
296 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2017, worth a combined $3.01B — up 11% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EVR positions and 37 closed out — a net gain of 5 holders — while 105 added to existing stakes and 116 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $38.5M. The largest seller was BlackRock, cutting an estimated $49.7M.
- 296 institutional investors held Evercore (EVR) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $3.01B of Evercore stock for Q3 2017, up 11% quarter-over-quarter.
- 42 funds opened new Evercore positions in Q3 2017 and 37 closed out, a net change of +5 holders.
- The largest Evercore buyer in Q3 2017 was Glenmede Trust, an estimated $38.5M added.
- The largest Evercore seller in Q3 2017 was BlackRock, an estimated $49.7M sold.
Based on aggregated 13F filings for Q3 2017.