EVR icon

Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$44.9M
2
Millennium Management
Millennium Management
New York
$13.6M
3
SI
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.03M
5
AL
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AIM
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
Wells Fargo
California
$120M
4
HJMC
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
226
Perkins Investment Management
Illinois
– -$8.89M -164,342 Closed
AC
227
Alpenglow Capital
California
– -$5.53M -102,182 Closed
WRF
228
Waddell & Reed Financial
Kansas
– -$4.92M -91,000 Closed
MCM
229
Maltese Capital Management
New York
– -$4.87M -90,000 Closed
GIM
230
Granahan Investment Management
Massachusetts
– -$4.57M -84,600 Closed
HHC
231
Hutchin Hill Capital
New York
– -$3.24M -60,000 Closed
AAMU
232
AEGON Asset Management (UK)
United Kingdom
– -$2.3M -42,613 Closed
UAS
233
United Asset Strategies
New York
– -$2.24M -41,492 Closed
SIP
234
Stoneridge Investment Partners
Pennsylvania
– -$1.95M -35,968 Closed
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
– -$1.5M -27,768 Closed
QSS
236
Quantitative Systematic Strategies
Florida
– -$1M -18,389 Closed
SS
237
Simplicity Solutions
Minnesota
– -$835K -15,447 Closed
CIA
238
Capital Impact Advisors
Massachusetts
– -$831K -15,366 Closed
USAA
239
United Services Automobile Association
Texas
– -$470K -8,700 Closed
RCM
240
Rotella Capital Management
Washington
– -$340K -6,280 Closed
DTL
241
Dynamic Technology Lab
Singapore
– -$334K -6,174 Closed
GC
242
Gratry & Company
Ohio
– -$315K -5,825 Closed
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
– -$285K -5,262 Closed
Bessemer Group
244
Bessemer Group
New Jersey
– -$270K -5,000 Closed
QT
245
Quantbot Technologies
New York
– -$258K -4,777 Closed
JIC
246
Johnson Investment Counsel
Ohio
– -$243K -4,496 Closed
VKH
247
Virtu KCG Holdings
New York
– -$223K -4,119 Closed
DC
248
Deere & Company
Illinois
– -$209K -3,863 Closed
PG
249
PEAK6 Group
Illinois
– -$145K -2,687 Closed
LWM
250
Lenox Wealth Management
Ohio
– -$42K -776 Closed
7 8 9
10
11