Evercore
394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.
70% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 43
31% more capital invested
Capital invested by funds: $2.66B → $3.49B (+$833M)
7% more funds holding
Funds holding: 369 → 394 (+25)
2.06% more ownership
Funds ownership: 82.48% → 84.54% (+2.1%)
20% less call options, than puts
Call options by funds: $5.16M | Put options by funds: $6.49M
26% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$80.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$32.7M |
| 3 |
Millennium Management
New York
|
+$32.6M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$29.5M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$38.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$25M |
| 3 |
Goldman Sachs
New York
|
-$21.3M |
| 4 |
Renaissance Technologies
New York
|
-$19.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$18.4M |
EVR Hedge Fund Activity: Q4 2022 in Review
394 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2022, worth a combined $3.49B — up 31% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new EVR positions and 43 closed out — a net gain of 30 holders — while 112 added to existing stakes and 152 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $80.3M. The largest seller was Copeland Capital Management, cutting an estimated $38.3M.
- 394 institutional investors held Evercore (EVR) as of Q4 2022, up from 369 in Q3 2022.
- Funds reported $3.49B of Evercore stock for Q4 2022, up 31% quarter-over-quarter.
- 73 funds opened new Evercore positions in Q4 2022 and 43 closed out, a net change of +30 holders.
- The largest Evercore buyer in Q4 2022 was Massachusetts Financial Services, an estimated $80.3M added.
- The largest Evercore seller in Q4 2022 was Copeland Capital Management, an estimated $38.3M sold.
Based on aggregated 13F filings for Q4 2022.