Evercore
428 hedge funds and large institutions have $5.03B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 125 increasing their positions, 179 reducing their positions, and 48 closing their positions.
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
4% more funds holding
Funds holding: 410 → 428 (+18)
2% more capital invested
Capital invested by funds: $4.93B → $5.03B (+$95.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.12% less ownership
Funds ownership: 89.18% → 87.05% (-2.1%)
13% less call options, than puts
Call options by funds: $26.2M | Put options by funds: $30M
30% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$58.5M |
| 2 |
NC
Nitorum Capital
New York
|
+$42.1M |
| 3 |
Goldman Sachs
New York
|
+$32M |
| 4 |
JP Morgan Chase
New York
|
+$26.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$83.8M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$63.6M |
| 3 |
SC
Samlyn Capital
New York
|
-$45.9M |
| 4 |
BlackRock
New York
|
-$37.5M |
| 5 |
MCM
Moore Capital Management
New York
|
-$23M |
EVR Hedge Fund Activity: Q2 2021 in Review
428 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2021, worth a combined $5.03B — up 1.9% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new EVR positions and 48 closed out — a net gain of 20 holders — while 125 added to existing stakes and 179 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $58.5M. The largest seller was Jane Street, exiting entirely with an estimated $83.8M sold.
- 428 institutional investors held Evercore (EVR) as of Q2 2021, up from 410 in Q1 2021.
- Funds reported $5.03B of Evercore stock for Q2 2021, up 1.9% quarter-over-quarter.
- 68 funds opened new Evercore positions in Q2 2021 and 48 closed out, a net change of +20 holders.
- The largest Evercore buyer in Q2 2021 was Lord, Abbett & Co, an estimated $58.5M added.
- The largest Evercore seller in Q2 2021 was Jane Street, an estimated $83.8M sold.
Based on aggregated 13F filings for Q2 2021.