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Evercore
EVR

329 hedge funds and large institutions have $3.47B invested in Evercore in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $3.01B → $3.47B (+$467M)

11% more funds holding

Funds holding: 296 → 329 (+33)

4.55% more ownership

Funds ownership: 95.42% → 99.97% (+4.6%)

7% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 123

77% less call options, than puts

Call options by funds: $4.78M | Put options by funds: $20.9M

Holders
329
Holders Change
+33
Holders Change %
+11.15%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
56
Increased
114
Reduced
123
Closed
22
Calls
$4.78M
Puts
$20.9M
Net Calls
-$16.1M
Net Calls Change
-$18.3M

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$28.9M
2
Calamos Advisors
Calamos Advisors
Illinois
+$27.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$26.6M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$21.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$20M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30M
3
BlackRock
BlackRock
New York
-$21M
4
SAM
Sentinel Asset Management
Vermont
-$15.2M
5
American Century Companies
American Century Companies
Missouri
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$514M -$21M -251,434 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M -$30M -359,891 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$99.6M +$342K +4,097 +0.4%
State Street
4
State Street
Massachusetts
$91.9M +$3.43M +41,164 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$85.9M -$6.06M -72,700 -7%
CCM
6
Channing Capital Management
Illinois
$84M +$7.21M +86,420 +10%
American Century Companies
7
American Century Companies
Missouri
$79.7M -$11.1M -133,458 -13%
VFA
8
Virtus Fund Advisers
Connecticut
$75.3M -$2.74M -32,818 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$65.9M +$14.9M +178,719 +32%
Invesco
10
Invesco
Georgia
$65.5M -$6.69M -80,252 -10%
JIM
11
Jupiter Investment Management
United Kingdom
$64.5M +$28.9M +346,455 +94%
DCM
12
Daruma Capital Management
New York
$58M -$973K -11,669 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$57M +$1M +12,037 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$55.5M +$1.17M +14,035 +2%
Goldman Sachs
15
Goldman Sachs
New York
$55M +$16.5M +198,244 +48%
Bank of America
16
Bank of America
North Carolina
$53.7M +$5.74M +68,879 +13%
GT
17
Glenmede Trust
Pennsylvania
$46.9M -$907K -10,876 -2%
N
18
Nuveen
North Carolina
$44.7M -$791K -9,485 -2%
PAM
19
Panagora Asset Management
Massachusetts
$44.2M -$10.8M -130,050 -21%
Northern Trust
20
Northern Trust
Illinois
$44.1M -$1.47M -17,649 -3%
Ameriprise
21
Ameriprise
Minnesota
$43.9M -$631K -7,560 -2%
Norges Bank
22
Norges Bank
Norway
$43.3M – – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$42.4M -$3.9M -46,723 -9%
Macquarie Group
24
Macquarie Group
Australia
$41.4M +$813K +9,744 +2%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$41M -$3.38M -40,539 -8%
1
2 3 4 5

EVR Hedge Fund Activity: Q4 2017 in Review

329 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2017, worth a combined $3.47B — up 16% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EVR positions and 22 closed out — a net gain of 34 holders — while 114 added to existing stakes and 123 trimmed.

The largest buyer was Jupiter Investment Management, adding an estimated $28.9M. The largest seller was VOYA Investment Management, cutting an estimated $34.2M.

  • 329 institutional investors held Evercore (EVR) as of Q4 2017, up from 296 in Q3 2017.
  • Funds reported $3.47B of Evercore stock for Q4 2017, up 16% quarter-over-quarter.
  • 56 funds opened new Evercore positions in Q4 2017 and 22 closed out, a net change of +34 holders.
  • The largest Evercore buyer in Q4 2017 was Jupiter Investment Management, an estimated $28.9M added.
  • The largest Evercore seller in Q4 2017 was VOYA Investment Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2017.