EVR icon

Evercore
EVR

Overview Fund Activity

195 hedge funds and large institutions have $3.94B invested in Evercore in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-18
Holders Change %
-8.45%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
28
Increased
63
Reduced
90
Closed
42
Calls
$1.73M
Puts
$1.85M
Net Calls
-$112K
Net Calls Change
+$301K

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$2.24B
2
AIM
2
abrdn Investment Management
United Kingdom
$166M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$47M
4
Millennium Management
4
Millennium Management
New York
$62.7M
5
BFA
5
BlackRock Fund Advisors
California
$110M

Top Sellers

1
ACM
1
Apex Capital Management
Ohio
$0
2
PCM
2
Penn Capital Management
Pennsylvania
$5.81M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.9M
5
HNB
5
Huntington National Bank
Ohio
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$16.2M +$4.77M +91,001 +42%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$15.7M -$3.42M -65,247 -18%
BA
28
BlackRock Advisors
Delaware
$15.7M -$2.2M -41,928 -12%
Morgan Stanley
29
Morgan Stanley
New York
$15.6M -$4.2M -80,225 -21%
Macquarie Group
30
Macquarie Group
Australia
$14.9M +$1.15M +21,903 +8%
TA
31
Teachers Advisors
New York
$14.9M +$3.74M +71,330 +34%
JCM
32
Junto Capital Management
New York
$14.6M +$14.6M +278,500 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$14.5M +$2.91M +55,591 +25%
SAM
34
Sentinel Asset Management
Vermont
$14.3M -$3.45M -65,830 -19%
CIP
35
Chartwell Investment Partners
Pennsylvania
$13.9M -$5.09M -97,175 -27%
Principal Financial Group
36
Principal Financial Group
Iowa
$13.7M -$80.1K -1,529 -0.6%
HA
37
Halsey Associates
Connecticut
$11.9M +$152K +2,898 +1%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$11.6M +$3.83M +73,133 +49%
O
39
OppenheimerFunds
New York
$11.5M -$7.99M -152,500 -41%
American Century Companies
40
American Century Companies
Missouri
$10.7M +$609K +11,632 +6%
Ameriprise
41
Ameriprise
Minnesota
$10.4M +$100K +1,915 +1%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$10.1M -$3.29M -62,911 -25%
PCM
43
Palisade Capital Management
New Jersey
$9.99M -$205K -3,914 -2%
Renaissance Technologies
44
Renaissance Technologies
New York
$9.96M +$7.46M +142,500 +299%
HCM
45
Highbridge Capital Management
New York
$9.74M -$3.28M -62,689 -25%
TCIM
46
TIAA CREF Investment Management
New York
$9.69M -$2.05M -39,172 -17%
IMIM
47
Irving Magee Investment Management
Pennsylvania
$9.01M +$3.82K +73 +0%
Two Sigma Investments
48
Two Sigma Investments
New York
$8.98M +$2.3M +43,872 +34%
PAM
49
Panagora Asset Management
Massachusetts
$8.86M +$1.1M +20,954 +14%
UBS Group
50
UBS Group
Switzerland
$8.86M +$8.86M +169,144 New
1
2
3 4 5