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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$108M
2
JCM
2
Junto Capital Management
New York
$30.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M
4
BFA
4
BlackRock Fund Advisors
California
$135M
5
O
5
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.42M
2
PIM
2
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
3
Franklin Resources
California
$34.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$35.9M
5
IIM
5
Ivory Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$7.97M +$1.58M +29,176 +25%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$7.95M -$2.5M -46,300 -24%
NFA
53
Nationwide Fund Advisors
Ohio
$7.5M +$679K +12,561 +10%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$6.89M +$6.89M +127,400 New
RFC
55
Russell Frank Company
Washington
$6.82M -$119K -2,176 -2%
DDPIC
56
Deroy & Devereaux Private Investment Counsel
Michigan
$6.81M -$158K -2,913 -2%
QI
57
QS Investors
New York
$6.74M +$2.1M +38,872 +45%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$6.46M +$388K +7,175 +6%
BIM
59
BlackRock Investment Management
Delaware
$6.29M +$40K +739 +0.6%
Deutsche Bank
60
Deutsche Bank
Germany
$5.63M -$844K -15,616 -13%
AC
61
Alpenglow Capital
California
$5.53M +$491K +9,082 +10%
First Trust Advisors
62
First Trust Advisors
Illinois
$5.4M +$503K +9,298 +10%
Prudential Financial
63
Prudential Financial
New Jersey
$5.19M +$894K +16,530 +21%
Bank of America
64
Bank of America
North Carolina
$5.17M +$140K +2,595 +3%
NIP
65
Nicholas Investment Partners
California
$5.01M +$5.01M +92,701 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$4.95M +$32.4K +600 +0.7%
WRF
67
Waddell & Reed Financial
Kansas
$4.92M – – –
MCM
68
Maltese Capital Management
New York
$4.87M -$3.51M -65,000 -42%
GC
69
Guggenheim Capital
Illinois
$4.85M +$2.94M +54,313 +153%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$4.82M +$43.1K +797 +0.9%
BCM
71
Brown Capital Management
Maryland
$4.68M -$11.4K -211 -0.2%
GIM
72
Granahan Investment Management
Massachusetts
$4.57M -$2.61M -48,300 -36%
PPA
73
Parametric Portfolio Associates
Washington
$4.29M +$307K +5,670 +8%
GACM
74
Global Alpha Capital Management
Quebec, Canada
$3.97M -$903K -16,700 -19%
UBS AM
75
UBS AM
Illinois
$3.68M +$392K +7,241 +12%
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