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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
$499M
2
Invesco
Invesco
Georgia
$55.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
American Century Companies
Missouri
$74.7M
5
PAM
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$120M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$39.4M
4
Wells Fargo
Wells Fargo
California
$63.1M
5
Franklin Resources
Franklin Resources
California
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Peregrine Capital Management
Minnesota
$31.5M -$1.03M -13,421 -3%
TA
27
Teachers Advisors
New York
$31M +$839K +10,764 +3%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$28.7M +$13.4M +171,432 +87%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$28.2M +$6.46M +82,933 +30%
Macquarie Group
30
Macquarie Group
Australia
$28M -$1.46M -18,689 -5%
Morgan Stanley
31
Morgan Stanley
New York
$26.3M +$3.29M +42,235 +14%
Franklin Resources
32
Franklin Resources
California
$26M -$14.2M -182,416 -35%
Norges Bank
33
Norges Bank
Norway
$25.4M +$1.62M +20,738 +7%
O
34
OppenheimerFunds
New York
$23M +$2.26M +29,050 +11%
TCIM
35
TIAA CREF Investment Management
New York
$20.1M +$2.2M +28,268 +12%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$19M – – –
Prudential Financial
37
Prudential Financial
New Jersey
$18.7M +$2.29M +29,457 +14%
Millennium Management
38
Millennium Management
New York
$18.4M +$4.15M +53,282 +29%
HCM
39
Highbridge Capital Management
New York
$16.3M +$14.8M +190,075 +968%
Charles Schwab
40
Charles Schwab
California
$16.2M +$1.07M +13,783 +7%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$15.7M +$2.52M +32,384 +19%
CCM
42
Copeland Capital Management
Pennsylvania
$15.1M -$4.77M -58,806 -24%
BG
43
Bahl & Gaynor
Ohio
$14.8M +$607K +7,790 +4%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$14.5M +$4.84M +62,164 +50%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$14M +$4.57M +58,632 +48%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$13.7M +$1.55M +19,880 +13%
IMIM
47
Irving Magee Investment Management
Pennsylvania
$13.4M – – –
AIM
48
abrdn Investment Management
United Kingdom
$12.2M +$1.37M +17,640 +13%
SAM
49
Sentinel Asset Management
Vermont
$11.7M -$1.32M -16,941 -10%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$11.2M -$2.71M -34,783 -19%
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