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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 %
PMAM
301
Picton Mahoney Asset Management
Ontario, Canada
– -$1.91M -24,500 Closed
DCM
302
Driehaus Capital Management
Illinois
– -$1.77M -22,774 Closed
AG
303
Algert Global
California
– -$1.21M -15,557 Closed
GCP
304
GSA Capital Partners
United Kingdom
– -$1.11M -14,210 Closed
IH
305
IFC Holdings
Florida
– -$907K -11,667 Closed
PG
306
PEAK6 Group
Illinois
– -$750K -9,626 Closed
Boston Partners
307
Boston Partners
Massachusetts
– -$647K -8,300 Closed
TI
308
Turner Investments
Pennsylvania
– -$565K -7,250 Closed
TC
309
TFS Capital
Pennsylvania
– -$350K -4,499 Closed
N
310
Natixis
France
– -$335K -4,303 Closed
Verition Fund Management
311
Verition Fund Management
Connecticut
– -$292K -3,753 Closed
CG
312
Caprock Group
Idaho
– -$287K -3,685 Closed
OCG
313
Opus Capital Group
Ohio
– -$284K -3,638 Closed
Wolverine Trading
314
Wolverine Trading
Illinois
– -$268K -3,450 Closed
TSS
315
Two Sigma Securities
New York
– -$262K -3,364 Closed
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
– -$258K -3,309 Closed
FHAM
317
Folger Hill Asset Management
New York
– -$224K -2,874 Closed
FAM
318
Fred Alger Management
New York
– -$215K -2,762 Closed
ECM
319
Everence Capital Management
Indiana
– -$215K -2,760 Closed
SS
320
Simplicity Solutions
Minnesota
– -$206K -2,639 Closed
IR
321
Invictus RG
Bermuda
– -$81K -1,044 Closed
SCM
322
Segantii Capital Management
Hong Kong
– -$70K -900 Closed
BIG
323
Bellwether Investment Group
Tennessee
– -$22K -281 Closed
GRP
324
Global Retirement Partners
California
– -$16K -200 Closed
IUHSA
325
Itau Unibanco Holding S.A.
Brazil
– -$8K -104 Closed
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