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Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
26
Perkins Investment Management
Illinois
$16.9M -$12.2M -243,097 -42%
PCM
27
Palisade Capital Management
New Jersey
$16.8M +$4.86M +96,785 +41%
UBS Group
28
UBS Group
Switzerland
$16.8M -$538K -10,717 -3%
WC
29
Weatherbie Capital
Massachusetts
$15.9M +$1.3M +25,791 +9%
Norges Bank
30
Norges Bank
Norway
$15.6M +$1M +20,000 +7%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$15.1M – – –
SAM
32
Sentinel Asset Management
Vermont
$14.8M -$2.51M -49,900 -14%
Macquarie Group
33
Macquarie Group
Australia
$13.8M +$2.68M +53,330 +24%
TA
34
Teachers Advisors
New York
$13.2M -$6.3M -125,307 -32%
CCM
35
Copeland Capital Management
Pennsylvania
$12.4M +$1.6M +31,859 +15%
HA
36
Halsey Associates
Connecticut
$11.8M +$97K +1,930 +0.8%
Ameriprise
37
Ameriprise
Minnesota
$11.6M +$374K +7,451 +3%
HJMC
38
Hellman Jordan Management Company
Massachusetts
$11.4M +$1.3M +25,930 +13%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$10.9M -$271K -5,404 -2%
LI
40
LMCG Investments
Massachusetts
$10.3M +$2.31M +45,934 +29%
PAM
41
Panagora Asset Management
Massachusetts
$9.8M +$497K +9,892 +5%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$9.72M +$1.76M +35,000 +22%
TCIM
43
TIAA CREF Investment Management
New York
$9.26M -$163K -3,252 -2%
IMIM
44
Irving Magee Investment Management
Pennsylvania
$8.64M – – –
LCP
45
Lombardia Capital Partners
California
$8.01M +$1.53M +30,366 +24%
MCM
46
Maltese Capital Management
New York
$7.79M +$7.79M +155,000 New
IIM
47
Ivory Investment Management
New York
$7.5M -$3.53M -70,214 -32%
BG
48
Bahl & Gaynor
Ohio
$7.1M +$1.15M +22,870 +19%
GIM
49
Granahan Investment Management
Massachusetts
$6.68M +$6.68M +132,900 New
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$6.47M -$119K -2,359 -2%
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