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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$264M
2
AL
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
BlackRock
New York
$467M
5
JIM
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.14M
4
O
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RQS
226
Ramsey Quantitative Systems
Kentucky
$297K -$500K -7,095 -63%
EP
227
Elkfork Partners
Oregon
$280K +$122K +1,734 +77%
SCM
228
Shelton Capital Management
Colorado
$274K +$20.1K +285 +8%
GCA
229
Gideon Capital Advisors
New York
$262K -$61.4K -872 -19%
AIP
230
Ameritas Investment Partners
Nebraska
$253K +$15.4K +219 +6%
CI
231
Cigna Investments
Connecticut
$253K +$253K +3,590 New
YMRC
232
Yorktown Management & Research Company
Virginia
$247K – – –
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$245K +$20.7K +295 +9%
SAM
234
Sawgrass Asset Management
Florida
$241K +$241K +3,415 New
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$238K – – –
CNAM
236
Campbell Newman Asset Management
Wisconsin
$236K +$11K +156 +5%
Teacher Retirement System of Texas
237
Teacher Retirement System of Texas
Texas
$234K +$17.3K +246 +8%
EMG
238
Ellington Management Group
Connecticut
$233K +$233K +3,300 New
GHCM
239
Glen Harbor Capital Management
California
$231K +$101K +1,428 +77%
RCM
240
Riverhead Capital Management
Delaware
$218K +$105K +1,497 +94%
MC
241
Miles Capital
Iowa
$218K +$218K +3,087 New
PCM
242
Penserra Capital Management
California
$213K -$829K -11,806 -80%
HCM
243
Highbridge Capital Management
New York
$212K -$14.6M -206,704 -99%
ECM
244
ETrade Capital Management
Virginia
$212K +$10.1K +143 +5%
FBT
245
First Bank & Trust
South Dakota
$210K +$15.4K +218 +8%
KI
246
Koch Industries
Kansas
$206K +$206K +2,915 New
MCIM
247
Meadow Creek Investment Management
Georgia
$181K +$78.9K +1,122 +77%
LIA
248
LS Investment Advisors
Michigan
$160K +$7.21K +102 +5%
FQ
249
First Quadrant
California
$145K +$145K +2,054 New
FCM
250
Flinton Capital Management
Pennsylvania
$132K +$57.5K +816 +77%
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