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Evercore
EVR

Overview Fund Activity

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$51.9M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$24.2M
3
Wells Fargo
3
Wells Fargo
California
$72.3M
4
Franklin Resources
4
Franklin Resources
California
$42.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$128M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
HCM
2
Highbridge Capital Management
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
BA
4
BlackRock Advisors
Delaware
$1.23M
5
WC
5
Weatherbie Capital
Massachusetts
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LCP
51
Lombardia Capital Partners
California
$6.97M 129,069 +129,069 New
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$6.94M 128,597 -95,511 -43%
RFC
53
Russell Frank Company
Washington
$6.5M 120,423 -7,402 -6%
BG
54
Bahl & Gaynor
Ohio
$6.39M 118,474 +18,000 +18%
BIM
55
BlackRock Investment Management
Delaware
$6.34M 117,471 +25,757 +28%
SCM
56
Sandler Capital Management
New York
$6.32M 117,150 +117,150 New
BACM
57
Blue Arrow Capital Management
New York
$6.07M 112,500 +112,500 New
AP
58
AHL Partners
United Kingdom
$5.99M 110,966 +17,119 +18%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$5.96M 110,355 +110,355 New
Charles Schwab
60
Charles Schwab
California
$5.89M 109,195 +8,898 +9%
FAM
61
Fred Alger Management
New York
$5.3M 98,260 -30,362 -24%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$5.29M 98,100 -14,463 -13%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$4.74M 87,927 +7,403 +9%
RA
64
Rational Advisors
New York
$4.64M 86,000 -40,000 -32%
Prudential Financial
65
Prudential Financial
New Jersey
$4.47M 82,849 -70 -0.1%
MAA
66
Managed Account Advisors
New Jersey
$4.42M 81,929 +29,077 +55%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$4.22M 78,286 -514 -0.7%
QI
68
QS Investors
New York
$4.16M 77,038 – –
First Trust Advisors
69
First Trust Advisors
Illinois
$4.05M 74,964 +9,954 +15%
Comerica Bank
70
Comerica Bank
Texas
$4.04M 74,808 +37,593 +101%
GACM
71
Global Alpha Capital Management
Quebec, Canada
$4.03M 74,700 +74,700 New
CS
72
Credit Suisse
Switzerland
$3.85M 71,303 +2,161 +3%
SRCM
73
Sterling Ridge Capital Management
New York
$3.79M 70,296 +70,296 New
EAM
74
Eagle Asset Management
Florida
$3.63M 67,277 +24,487 +57%
BCM
75
Brown Capital Management
Maryland
$3.59M 66,547 +66,547 New
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