Evercore
363 hedge funds and large institutions have $3.98B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 43 closing their positions.
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
0.66% less ownership
Funds ownership: 97.43% → 96.77% (-0.66%)
1% less funds holding
Funds holding: 366 → 363 (-3)
5% less capital invested
Capital invested by funds: $4.18B → $3.98B (-$202M)
12% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 143
60% less call options, than puts
Call options by funds: $5.88M | Put options by funds: $14.6M
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.5M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$30.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$29.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$25.8M |
| 5 |
JCM
Junto Capital Management
New York
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$33.3M |
| 2 |
DCM
Daruma Capital Management
New York
|
-$26.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$22.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$19.6M |
EVR Hedge Fund Activity: Q3 2018 in Review
363 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2018, worth a combined $3.98B — down 4.8% from $4.18B a quarter earlier.
Fund positioning in EVR was balanced in Q3 2018: 43 funds opened new positions, 43 closed out, 126 added to existing stakes and 143 trimmed.
The largest buyer was Vanguard Group, adding an estimated $48.5M. The largest seller was Renaissance Technologies, cutting an estimated $33.3M.
- 363 institutional investors held Evercore (EVR) as of Q3 2018, down from 366 in Q2 2018.
- Funds reported $3.98B of Evercore stock for Q3 2018, down 4.8% quarter-over-quarter.
- 43 funds opened new Evercore positions in Q3 2018 and 43 closed out, a net change of 0 holders.
- The largest Evercore buyer in Q3 2018 was Vanguard Group, an estimated $48.5M added.
- The largest Evercore seller in Q3 2018 was Renaissance Technologies, an estimated $33.3M sold.
Based on aggregated 13F filings for Q3 2018.