EVR icon

Evercore
EVR

Overview Fund Activity

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$51.9M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$24.2M
3
Wells Fargo
3
Wells Fargo
California
$72.3M
4
Franklin Resources
4
Franklin Resources
California
$42.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$128M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
HCM
2
Highbridge Capital Management
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
BA
4
BlackRock Advisors
Delaware
$1.23M
5
WC
5
Weatherbie Capital
Massachusetts
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$22.2M -$282K -5,235 -1%
TA
27
Teachers Advisors
New York
$20.9M +$237K +4,393 +1%
UBS Group
28
UBS Group
Switzerland
$18.6M +$3.61M +66,819 +24%
SAM
29
Sentinel Asset Management
Vermont
$18.6M – – –
American Century Companies
30
American Century Companies
Missouri
$17.6M -$1.03M -19,161 -6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$16.7M -$1.08M -20,000 -6%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$16.2M – – –
Norges Bank
33
Norges Bank
Norway
$15.7M – – –
WC
34
Weatherbie Capital
Massachusetts
$15.7M -$9.95M -184,418 -39%
PCM
35
Palisade Capital Management
New Jersey
$12.9M +$2.87M +53,243 +29%
HA
36
Halsey Associates
Connecticut
$12.6M +$260K +4,821 +2%
Ameriprise
37
Ameriprise
Minnesota
$12.1M +$728K +13,491 +6%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$12M +$145K +2,679 +1%
Macquarie Group
39
Macquarie Group
Australia
$12M -$5.44M -100,892 -31%
IIM
40
Ivory Investment Management
New York
$11.8M -$9.21M -170,727 -44%
CCM
41
Copeland Capital Management
Pennsylvania
$11.6M +$3.5M +64,783 +43%
HJMC
42
Hellman Jordan Management Company
Massachusetts
$10.8M -$6.13M -113,606 -36%
TCIM
43
TIAA CREF Investment Management
New York
$10.1M -$2.71M -50,178 -21%
PAM
44
Panagora Asset Management
Massachusetts
$9.99M +$41.7K +773 +0.4%
IMIM
45
Irving Magee Investment Management
Pennsylvania
$9.28M +$54 +1 +0%
Goldman Sachs
46
Goldman Sachs
New York
$8.65M +$4.61M +85,380 +114%
LI
47
LMCG Investments
Massachusetts
$8.64M +$747K +13,839 +9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$8.55M +$32.4K +600 +0.4%
Deutsche Bank
49
Deutsche Bank
Germany
$7.67M -$3.74M -69,343 -33%
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$7.08M +$5.24M +97,158 +286%
1
2
3 4 5