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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
DCM
1
Daruma Capital Management
New York
$27.9M
2
CIP
2
Chartwell Investment Partners
Pennsylvania
$44.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$32.3M
4
American Century Companies
4
American Century Companies
Missouri
$31.6M
5
HCM
5
Highbridge Capital Management
New York
$12.5M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
2
Wells Fargo
California
$74.4M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$0
4
Macquarie Group
4
Macquarie Group
Australia
$19M
5
O
5
OppenheimerFunds
New York
$626K
Name Market Value Shares Shares
Change 		Shares
Change %
TA
26
Teachers Advisors
New York
$18.2M 353,625 +39,738 +13%
UBS Group
27
UBS Group
Switzerland
$18M 348,737 +36,065 +12%
Norges Bank
28
Norges Bank
Norway
$16M 324,743 -12,300 -4%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$15.6M 303,645 – –
PAM
30
Panagora Asset Management
Massachusetts
$15.3M 296,110 -18,604 -6%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$13.9M 269,487 +9,484 +4%
HCM
32
Highbridge Capital Management
New York
$12.5M 243,039 +199,996 +465%
HA
33
Halsey Associates
Connecticut
$12.5M 242,510 -1,312 -0.5%
SAM
34
Sentinel Asset Management
Vermont
$12.3M 239,002 +58,220 +32%
CCM
35
Copeland Capital Management
Pennsylvania
$12.2M 236,191 -14,022 -6%
Ameriprise
36
Ameriprise
Minnesota
$12M 233,866 -1,987 -0.8%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$11.9M 231,746 +73,635 +47%
Millennium Management
38
Millennium Management
New York
$10.9M 212,026 +64,287 +44%
Prudential Financial
39
Prudential Financial
New Jersey
$10.2M 197,504 +86,936 +79%
Deutsche Bank
40
Deutsche Bank
Germany
$9.93M 192,713 +76,350 +66%
RIM
41
Rainier Investment Management
Washington
$9.8M 190,280 +1,370 +0.7%
BG
42
Bahl & Gaynor
Ohio
$9.13M 177,238 +2,817 +2%
Bank of America
43
Bank of America
North Carolina
$8.88M 172,299 +76,409 +80%
IMIM
44
Irving Magee Investment Management
Pennsylvania
$8.86M 171,970 – –
Charles Schwab
45
Charles Schwab
California
$8.55M 165,987 +386 +0.2%
WI
46
WBI Investments
New Jersey
$8.44M 163,923 +163,923 New
LCP
47
Lombardia Capital Partners
California
$7.81M 151,594 -14,071 -8%
BIM
48
BlackRock Investment Management
Delaware
$7.56M 146,784 +1,026 +0.7%
NFA
49
Nationwide Fund Advisors
Ohio
$7.28M 141,351 -3,100 -2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$7.11M 138,099 +770 +0.6%
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