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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
+$497M
2
Invesco
Invesco
Georgia
+$49.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$27.1M
4
American Century Companies
American Century Companies
Missouri
+$17.7M
5
PAM
Panagora Asset Management
Massachusetts
+$16.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.7M
2
JCM
Junto Capital Management
New York
-$28.4M
3
Goldman Sachs
Goldman Sachs
New York
-$21.3M
4
Wells Fargo
Wells Fargo
California
-$17.5M
5
Franklin Resources
Franklin Resources
California
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$258K +$258K +3,309 New
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$249K -$53.3K -683 -18%
CNAM
228
Campbell Newman Asset Management
Wisconsin
$248K +$248K +3,189 New
CMBA
229
C.M. Bidwell & Associates
Hawaii
$247K -$39.8K -510 -14%
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$240K – – –
FHAM
231
Folger Hill Asset Management
New York
$224K +$224K +2,874 New
ECM
232
ETrade Capital Management
Virginia
$223K +$223K +2,865 New
FBT
233
First Bank & Trust
South Dakota
$215K -$11.1K -142 -5%
ECM
234
Everence Capital Management
Indiana
$215K +$215K +2,760 New
FAM
235
Fred Alger Management
New York
$215K +$215K +2,762 New
SS
236
Simplicity Solutions
Minnesota
$206K +$206K +2,639 New
Fuller & Thaler Asset Management
237
Fuller & Thaler Asset Management
California
$203K – – –
EP
238
Elkfork Partners
Oregon
$175K +$5.3K +68 +3%
LIA
239
LS Investment Advisors
Michigan
$168K +$53.3K +685 +46%
GHCM
240
Glen Harbor Capital Management
California
$144K +$4.36K +56 +3%
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$138K +1,775 New
JIR
242
James Investment Research
Ohio
$136K +$136K +1,750 New
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$130K +$47.7K +611 +58%
RCM
244
Riverhead Capital Management
Delaware
$125K – – –
MCIM
245
Meadow Creek Investment Management
Georgia
$113K +$3.42K +44 +3%
FMT
246
First Mercantile Trust
Tennessee
$111K -$28.9K -370 -21%
FCM
247
Flinton Capital Management
Pennsylvania
$82K +$2.49K +32 +3%
IR
248
Invictus RG
Bermuda
$81K +$81K +1,044 New
EWM
249
Evercore Wealth Management
New York
$78K +$78K +1,000 New
AG
250
Advisor Group
Arizona
$77K +$39.9K +507 +107%
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