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Evercore

203 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
31
Increased
89
Reduced
63
Closed
20
Calls
$1.12M
Puts
$868K
Net Calls
+$252K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$18.7M +$4.36M +84,470 +30%
American Century Companies
27
American Century Companies
Missouri
$17.8M +$7.26M +140,598 +69%
SAM
28
Sentinel Asset Management
Vermont
$17.8M +$3.7M +71,600 +26%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$17M -$28.7M -556,200 -63%
Macquarie Group
30
Macquarie Group
Australia
$16.7M +$1.93M +37,296 +13%
HJMC
31
Hellman Jordan Management Company
Massachusetts
$16.2M +$41.6K +805 +0.3%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$15.5M
Norges Bank
33
Norges Bank
Norway
$15M -$962K -18,621 -6%
UBS Group
34
UBS Group
Switzerland
$14.4M +$5.66M +109,609 +65%
Principal Financial Group
35
Principal Financial Group
Iowa
$14.1M +$551K +10,671 +4%
CIP
36
Chartwell Investment Partners
Pennsylvania
$13.5M -$227K -4,400 -2%
HCM
37
Highbridge Capital Management
New York
$12.3M +$2.7M +52,303 +28%
TCIM
38
TIAA CREF Investment Management
New York
$12.3M +$2.72M +52,676 +28%
Citadel Advisors
39
Citadel Advisors
Florida
$12.1M -$24.6M -475,751 -67%
HA
40
Halsey Associates
Connecticut
$11.8M +$56.7K +1,098 +0.5%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$11.7M -$13.9M -268,292 -54%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$11.6M +$3.43M +66,354 +42%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$11.4M +$1.39M +26,867 +14%
Deutsche Bank
44
Deutsche Bank
Germany
$10.9M +$2.94M +56,833 +37%
BA
45
BlackRock Advisors
Delaware
$10.9M -$4.57M -88,526 -30%
Ameriprise
46
Ameriprise
Minnesota
$10.9M +$600K +11,606 +6%
Two Sigma Investments
47
Two Sigma Investments
New York
$9.99M +$1.13M +21,880 +13%
PCM
48
Palisade Capital Management
New Jersey
$9.57M -$284K -5,494 -3%
PAM
49
Panagora Asset Management
Massachusetts
$9.53M +$785K +15,187 +9%
IMIM
50
Irving Magee Investment Management
Pennsylvania
$8.89M