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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$264M
2
AL
2
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
4
BlackRock
New York
$467M
5
JIM
5
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.14M
4
O
4
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Peregrine Capital Management
Minnesota
$31.7M +$2.81M +39,812 +10%
Victory Capital Management
27
Victory Capital Management
Texas
$31.6M +$2.43M +34,425 +8%
TA
28
Teachers Advisors
New York
$29.6M +$1.55M +21,994 +6%
Macquarie Group
29
Macquarie Group
Australia
$27.9M +$2.48M +35,188 +10%
Wells Fargo
30
Wells Fargo
California
$25.6M -$31.5M -446,848 -55%
Principal Financial Group
31
Principal Financial Group
Iowa
$24.3M -$15.6M -221,758 -39%
Charles Schwab
32
Charles Schwab
California
$24.1M +$9.46M +134,121 +65%
Franklin Resources
33
Franklin Resources
California
$21.5M -$2.02M -28,711 -9%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$20.5M -$14.1M -199,438 -41%
Prudential Financial
35
Prudential Financial
New Jersey
$20.1M +$3.14M +44,490 +18%
TCIM
36
TIAA CREF Investment Management
New York
$17.5M -$656K -9,308 -4%
CCM
37
Copeland Capital Management
Pennsylvania
$16.3M +$3.2M +45,385 +24%
JIM
38
Jupiter Investment Management
United Kingdom
$16.1M +$13.4M +189,720 +499%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$15.9M -$1.34M -19,000 -8%
Morgan Stanley
40
Morgan Stanley
New York
$14.1M -$9.73M -138,070 -41%
SAM
41
Sentinel Asset Management
Vermont
$13.8M +$3.17M +44,905 +30%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$12.9M +$489K +6,936 +4%
BG
43
Bahl & Gaynor
Ohio
$12.6M -$740K -10,493 -6%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$12.2M +$2.05M +29,021 +20%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$11.3M -$1.4M -19,817 -11%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$11.2M -$1.87M -26,535 -14%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$8.88M -$21.2K -300 -0.2%
AWCI
48
Alpine Woods Capital Investors
New York
$8.6M – – –
Two Sigma Advisers
49
Two Sigma Advisers
New York
$8.6M +$1.52M +21,603 +22%
AIM
50
abrdn Investment Management
United Kingdom
$8.58M -$2.44M -34,573 -22%
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