EVR icon

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 %
GC
51
Guggenheim Capital
Illinois
$8.29M +$2.29M +32,428 +38%
PPA
52
Parametric Portfolio Associates
Washington
$8.18M -$1.25M -17,667 -13%
AP
53
AHL Partners
United Kingdom
$8.11M +$4.57M +64,869 +129%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$7.58M +$7.58M +107,469 New
QIM
55
Quantitative Investment Management
Virginia
$7.54M +$7.54M +106,900 New
OAM
56
Origin Asset Management
United Kingdom
$7.44M – – –
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$7.36M +$1.04M +14,700 +16%
CIA
58
CCM Investment Advisers
South Carolina
$7.16M +$2.67M +37,930 +60%
AIM
59
Artemis Investment Management
United Kingdom
$7.15M +$1.79M +25,419 +33%
Deutsche Bank
60
Deutsche Bank
Germany
$6.99M -$2.57M -36,472 -27%
BNP Paribas Asset Management
61
BNP Paribas Asset Management
France
$6.58M +$124K +1,761 +2%
BA
62
Boston Advisors
Massachusetts
$6.4M -$420K -5,951 -6%
QI
63
QS Investors
New York
$6.11M – – –
AII
64
AGF Investments Inc
Ontario, Canada
$6.02M – – –
RIM
65
Rainier Investment Management
Washington
$6.01M -$1.23M -17,440 -17%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$5.99M +$176K +2,500 +3%
AQR Capital Management
67
AQR Capital Management
Connecticut
$5.89M +$2.26M +32,039 +62%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$5.87M -$6.35K -90 -0.1%
EAM
69
Eagle Asset Management
Florida
$5.75M +$97.1K +1,377 +2%
PC
70
Pier Capital
Connecticut
$5.7M +$5.7M +80,845 New
Legal & General Group
71
Legal & General Group
United Kingdom
$5.64M +$794K +11,263 +16%
DCM
72
Dupont Capital Management
Delaware
$5.32M +$3.57M +50,613 +204%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$5.28M +$16.2K +230 +0.3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$5.23M +$886K +12,567 +20%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$5.11M -$312K -4,426 -6%
1 2
3
4 5