Evercore
366 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 43 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
40% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 43
20% more capital invested
Capital invested by funds: $3.48B → $4.18B (+$693M)
4% more funds holding
Funds holding: 352 → 366 (+14)
0.51% more ownership
Funds ownership: 96.92% → 97.43% (+0.51%)
10% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 135
54% less call options, than puts
Call options by funds: $9.26M | Put options by funds: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$60.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$33.5M |
| 3 |
Renaissance Technologies
New York
|
+$30.3M |
| 4 |
MSL
Mackay Shields LLC
New York
|
+$22.1M |
| 5 |
Millennium Management
New York
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$74.4M |
| 2 |
Goldman Sachs
New York
|
-$34M |
| 3 |
HCM
Highline Capital Management
New York
|
-$32.8M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$31.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$28.9M |
EVR Hedge Fund Activity: Q2 2018 in Review
366 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2018, worth a combined $4.18B — up 20% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EVR positions and 43 closed out — a net gain of 17 holders — while 122 added to existing stakes and 135 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $60.5M. The largest seller was BlackRock, cutting an estimated $74.4M.
- 366 institutional investors held Evercore (EVR) as of Q2 2018, up from 352 in Q1 2018.
- Funds reported $4.18B of Evercore stock for Q2 2018, up 20% quarter-over-quarter.
- 60 funds opened new Evercore positions in Q2 2018 and 43 closed out, a net change of +17 holders.
- The largest Evercore buyer in Q2 2018 was VOYA Investment Management, an estimated $60.5M added.
- The largest Evercore seller in Q2 2018 was BlackRock, an estimated $74.4M sold.
Based on aggregated 13F filings for Q2 2018.