Evercore
301 hedge funds and large institutions have $2.39B invested in Evercore in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 43 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
59% more call options, than puts
Call options by funds: $4.46M | Put options by funds: $2.81M
13% more capital invested
Capital invested by funds: $2.11B → $2.39B (+$272M)
1.21% more ownership
Funds ownership: 88.74% → 89.94% (+1.2%)
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
1% less funds holding
Funds holding: 303 → 301 (-2)
17% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$34.9M |
| 2 |
JCM
Junto Capital Management
New York
|
+$28.9M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$25.2M |
| 4 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$20M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$27.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$15.6M |
| 3 |
Morgan Stanley
New York
|
-$12.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.2M |
EVR Hedge Fund Activity: Q3 2020 in Review
301 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2020, worth a combined $2.39B — up 13% from $2.11B a quarter earlier.
Fund positioning in EVR was balanced in Q3 2020: 43 funds opened new positions, 43 closed out, 95 added to existing stakes and 114 trimmed.
The largest buyer was Wedge Capital Management, adding an estimated $34.9M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $27.2M.
- 301 institutional investors held Evercore (EVR) as of Q3 2020, down from 303 in Q2 2020.
- Funds reported $2.39B of Evercore stock for Q3 2020, up 13% quarter-over-quarter.
- 43 funds opened new Evercore positions in Q3 2020 and 43 closed out, a net change of 0 holders.
- The largest Evercore buyer in Q3 2020 was Wedge Capital Management, an estimated $34.9M added.
- The largest Evercore seller in Q3 2020 was Hotchkis & Wiley Capital Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2020.