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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$108M
2
JCM
2
Junto Capital Management
New York
$30.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M
4
BFA
4
BlackRock Fund Advisors
California
$135M
5
O
5
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.42M
2
PIM
2
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
3
Franklin Resources
California
$34.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$35.9M
5
IIM
5
Ivory Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
Bahl & Gaynor
Ohio
$19.4M +$11.7M +216,769 +153%
Norges Bank
27
Norges Bank
Norway
$18.2M +$1.4M +25,912 +8%
Macquarie Group
28
Macquarie Group
Australia
$17.9M +$3.08M +56,880 +21%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$16.4M +$163K +3,009 +1%
PCM
30
Palisade Capital Management
New Jersey
$16.3M -$1.81M -33,430 -10%
American Century Companies
31
American Century Companies
Missouri
$14.4M -$3.81M -70,410 -21%
Ameriprise
32
Ameriprise
Minnesota
$14.4M +$1.92M +35,592 +15%
O
33
OppenheimerFunds
New York
$14.3M +$14.3M +264,656 New
CCM
34
Copeland Capital Management
Pennsylvania
$13.9M +$563K +10,408 +4%
TA
35
Teachers Advisors
New York
$13.3M -$903K -16,700 -6%
PAM
36
Panagora Asset Management
Massachusetts
$13M +$2.45M +45,367 +23%
HA
37
Halsey Associates
Connecticut
$12.6M -$52.5K -971 -0.4%
HJMC
38
Hellman Jordan Management Company
Massachusetts
$12.6M +$357K +6,610 +3%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$12.5M +$737K +13,625 +6%
CM
40
Castleark Management
Illinois
$12.4M +$12.4M +230,025 New
WC
41
Weatherbie Capital
Massachusetts
$11.9M -$5.2M -96,120 -30%
RIM
42
Rainier Investment Management
Washington
$10.1M +$10.1M +186,790 New
TCIM
43
TIAA CREF Investment Management
New York
$9.79M -$178K -3,299 -2%
IMIM
44
Irving Magee Investment Management
Pennsylvania
$9.3M – – –
SAM
45
Sentinel Asset Management
Vermont
$9.17M -$6.77M -125,300 -42%
GAM
46
Gotham Asset Management
New York
$8.93M +$4.19M +77,454 +88%
PIM
47
Perkins Investment Management
Illinois
$8.89M -$9.26M -171,310 -51%
BA
48
Boston Advisors
Massachusetts
$8.52M +$7.41M +137,006 +664%
LCP
49
Lombardia Capital Partners
California
$8.4M -$219K -4,046 -3%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$8.33M +$2.19M +40,495 +36%
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