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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 %
IPC
276
Independent Portfolio Consultants
Florida
$12K -$30.2K -440 -72%
AIM
277
Advantage Investment Management
Iowa
$12K +$12K +166 New
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$8K – – –
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
IAS
280
INR Advisory Services
Pennsylvania
$7K +$1.39K +21 +25%
Creative Planning
281
Creative Planning
Kansas
$6K -$53.3K -818 -90%
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$5K +$5K +64 New
TCM
283
Tradewinds Capital Management
Washington
$4K – – –
MFW
284
Mosaic Family Wealth
Missouri
$4K – – –
CTC
285
Central Trust Company
Missouri
$4K +$4K +50 New
BTIS
286
BB&T Investment Services
North Carolina
$3K – – –
FANJ
287
Financial Architects (New Jersey)
New Jersey
$3K +$3K +37 New
ASN
288
Advisory Services Network
Georgia
$2K -$2.31K -37 -54%
HMS
289
Hanseatic Management Services
New Mexico
$2K – – –
PFBT
290
Parkside Financial Bank & Trust
Missouri
$2K +$87 +1 +5%
FPFS
291
First Personal Financial Services
North Carolina
$1K -$26K -442 -96%
Walleye Trading
292
Walleye Trading
New York
$639 -$165 -2,338 -21%
IMIM
293
Irving Magee Investment Management
Pennsylvania
– -$13.4M -171,970 Closed
Citadel Advisors
294
Citadel Advisors
Florida
– -$10.5M -134,208 Closed
Fidelity Investments
295
Fidelity Investments
Massachusetts
– -$8.59M -110,200 Closed
PCM
296
Penn Capital Management
Pennsylvania
– -$7.97M -91,636 Closed
Rafferty Asset Management
297
Rafferty Asset Management
New York
– -$5.87M -75,390 Closed
SCA
298
Secor Capital Advisors
New York
– -$3.56M -45,639 Closed
EI
299
EAM Investors
California
– -$3.33M -42,755 Closed
Lazard Asset Management
300
Lazard Asset Management
New York
– -$2.67M -34,298 Closed
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