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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
DCM
Daruma Capital Management
New York
$27.9M
2
CIP
Chartwell Investment Partners
Pennsylvania
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$32.3M
4
American Century Companies
American Century Companies
Missouri
$31.6M
5
HCM
Highbridge Capital Management
New York
$12.5M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
Wells Fargo
California
$74.4M
3
Calamos Advisors
Calamos Advisors
Illinois
$0
4
Macquarie Group
Macquarie Group
Australia
$19M
5
O
OppenheimerFunds
New York
$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
226
First Trust Advisors
Illinois
– -$3.58M -81,027 Closed
Jennison Associates
227
Jennison Associates
New York
– -$3.35M -75,852 Closed
Point72 Asset Management
228
Point72 Asset Management
Connecticut
– -$2.53M -57,300 Closed
WC
229
Weatherbie Capital
Massachusetts
– -$1.86M -42,027 Closed
TCM
230
Twin Capital Management
Pennsylvania
– -$1.38M -31,114 Closed
AFA
231
Abacus FCF Advisors
Florida
– -$1.36M -30,734 Closed
BCMNY
232
Buckingham Capital Management (New York)
New York
– -$1.06M -24,000 Closed
MC
233
Menta Capital
California
– -$782K -17,700 Closed
FRM
234
Fox Run Management
Connecticut
– -$685K -15,500 Closed
RA
235
Royce & Associates
New York
– -$499K -11,300 Closed
EGM
236
Engineers Gate Manager
New York
– -$389K -8,800 Closed
CSS
237
Cubist Systematic Strategies
Connecticut
– -$363K -8,206 Closed
AG
238
Algert Global
California
– -$358K -8,112 Closed
IRF
239
IBM Retirement Fund
New York
– -$260K -5,882 Closed
RG
240
Renaissance Group
Kentucky
– -$252K -5,707 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
– -$233K -5,265 Closed
RP
242
Raiff Partners
New York
– -$221K -5,000 Closed
TRCT
243
Tower Research Capital (TRC)
New York
– -$195K -4,413 Closed
WP
244
WealthPLAN Partners
Nebraska
– -$11 -250 Closed
CG
245
Cutler Group
California
– -$8K -194 Closed
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -177 Closed
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
– -$8K -175 Closed
TDC
248
Thompson Davis & Co
Virginia
– -$6K -135 Closed
KT
249
Kanaly Trust
Texas
– -$4K -85 Closed
VCM
250
Vigilant Capital Management
Maine
– -$2K -54 Closed
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