Evercore
381 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 144 reducing their positions, and 61 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 144
6% less funds holding
Funds holding: 407 → 381 (-26)
10.19% less ownership
Funds ownership: 88.46% → 78.27% (-10%)
21% less capital invested
Capital invested by funds: $3.78B → $2.98B (-$801M)
28% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 61
73% less call options, than puts
Call options by funds: $4.3M | Put options by funds: $16.1M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$23.6M |
| 2 |
BlackRock
New York
|
+$20.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.8M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$18.3M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$55.6M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$21.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.3M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$17.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$17.1M |
EVR Hedge Fund Activity: Q2 2022 in Review
381 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2022, worth a combined $2.98B — down 21% from $3.78B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of EVR and 44 opened new positions — a net loss of 17 holders — while 144 trimmed existing stakes and 151 added.
The largest buyer was Renaissance Technologies, adding an estimated $23.6M. The largest seller was Deutsche Bank, cutting an estimated $55.6M.
- 381 institutional investors held Evercore (EVR) as of Q2 2022, down from 407 in Q1 2022.
- Funds reported $2.98B of Evercore stock for Q2 2022, down 21% quarter-over-quarter.
- 44 funds opened new Evercore positions in Q2 2022 and 61 closed out, a net change of -17 holders.
- The largest Evercore buyer in Q2 2022 was Renaissance Technologies, an estimated $23.6M added.
- The largest Evercore seller in Q2 2022 was Deutsche Bank, an estimated $55.6M sold.
Based on aggregated 13F filings for Q2 2022.