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Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$44.9M
2
Millennium Management
2
Millennium Management
New York
$13.6M
3
SI
3
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.03M
5
AL
5
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
AIM
2
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
3
Wells Fargo
California
$120M
4
HJMC
4
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
5
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$16.5M +$2.72M +52,508 +20%
UBS Group
27
UBS Group
Switzerland
$16.4M -$3.08M -59,543 -16%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$15.7M – – –
PAM
29
Panagora Asset Management
Massachusetts
$15.6M +$3.14M +60,617 +25%
TA
30
Teachers Advisors
New York
$15.6M +$2.89M +55,800 +23%
PCM
31
Palisade Capital Management
New Jersey
$14.4M -$1.23M -23,701 -8%
American Century Companies
32
American Century Companies
Missouri
$14.3M +$488K +9,424 +4%
O
33
OppenheimerFunds
New York
$14.3M +$581K +11,226 +4%
Millennium Management
34
Millennium Management
New York
$13.6M +$12.3M +237,275 +904%
CCM
35
Copeland Capital Management
Pennsylvania
$13M -$270K -5,208 -2%
HA
36
Halsey Associates
Connecticut
$12.1M +$6.42K +124 +0.1%
RIM
37
Rainier Investment Management
Washington
$10.8M +$1.12M +21,680 +12%
CM
38
Castleark Management
Illinois
$9.99M -$1.92M -37,069 -16%
TCIM
39
TIAA CREF Investment Management
New York
$9.18M -$184K -3,561 -2%
IMIM
40
Irving Magee Investment Management
Pennsylvania
$8.9M -$2.02K -39 -0%
Goldman Sachs
41
Goldman Sachs
New York
$8.9M +$5.64M +108,926 +173%
SAM
42
Sentinel Asset Management
Vermont
$8.78M – – –
Charles Schwab
43
Charles Schwab
California
$8.67M +$1.04M +20,063 +14%
BG
44
Bahl & Gaynor
Ohio
$8.56M -$9.97M -192,742 -54%
SI
45
Scout Investments
Missouri
$8.36M +$8.36M +161,464 New
PPA
46
Parametric Portfolio Associates
Washington
$8.31M +$4.2M +81,236 +102%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$8.07M +$1.48M +28,600 +22%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$8.03M +$7.49M +144,684 +1,383%
RFC
49
Russell Frank Company
Washington
$8.02M +$1.56M +30,091 +24%
LCP
50
Lombardia Capital Partners
California
$7.66M -$378K -7,311 -5%
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