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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 %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$127K +$9.33K +132 +8%
EWM
252
Evercore Wealth Management
New York
$108K +$37.7K +536 +54%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$17.3K -246 -14%
FMT
254
First Mercantile Trust
Tennessee
$99K -$1.41K -20 -1%
AG
255
Advisor Group
Arizona
$87K +$17.2K +242 +25%
DZ Bank
256
DZ Bank
Germany
$75K -$510K -7,236 -87%
WEC
257
Winslow Evans & Crocker
Massachusetts
$68.2K -$263K -3,375 -79%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$66K +$47.6K +700 +259%
Fuller & Thaler Asset Management
259
Fuller & Thaler Asset Management
California
$63K -$119K -1,700 -65%
MOACM
260
Mutual of America Capital Management
New York
$53K – – –
AIM
261
Acrospire Investment Management
Illinois
$51K -$14K -200 -22%
MA
262
MUFG Americas
New York
$46K +$46K +659 New
IP
263
Isthmus Partners
Wisconsin
$42K – – –
HCM
264
Herndon Capital Management
Georgia
$39K – – –
MCM
265
McKinley Capital Management
Alaska
$39K +$39K +560 New
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$35K -$3.02K -43 -8%
OFS
267
Orrstown Financial Services
Pennsylvania
$31K -$2.44K -35 -7%
CG
268
Cutler Group
California
$29K -$13.8K -200 -32%
CAW
269
Cornerstone Advisors (Washington)
Washington
$25K +$25K +350 New
JCM
270
Jacobi Capital Management
Pennsylvania
$23K +$71 +1 +0.3%
SWA
271
Sutton Wealth Advisors
Florida
$21.2K – – –
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$21K +$8.58K +121 +69%
FHA
273
First Horizon Advisors
Tennessee
$15K -$6.43K -90 -30%
AP
274
Advisors Preferred
Maryland
$15K +$15K +209 New
CCMW
275
Cypress Capital Management (Wyoming)
Wyoming
$14.1K +$14.1K +200 New
9 10
11
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