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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 Market Value Shares Shares
Change 		Shares
Change %
EAM
76
Eagle Asset Management
Florida
$3.62M 66,957 -23,212 -26%
GLA
77
Great Lakes Advisors
Illinois
$3.59M 66,349 +6,587 +11%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$3.54M 65,494 +57,173 +687%
FAM
79
Fred Alger Management
New York
$3.47M 64,168 -27,932 -30%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$3.47M 64,149 +1,027 +2%
Goldman Sachs
81
Goldman Sachs
New York
$3.41M 62,986 -24,110 -28%
AllianceBernstein
82
AllianceBernstein
Tennessee
$3.34M 61,824 – –
HHC
83
Hutchin Hill Capital
New York
$3.24M 60,000 -15,000 -20%
TG
84
TCW Group
California
$3.07M 56,712 +1,867 +3%
LPL Financial
85
LPL Financial
California
$2.85M 54,254 +24,548 +83%
Swiss National Bank
86
Swiss National Bank
Switzerland
$2.77M 51,200 +5,200 +11%
BG
87
BlackRock Group
United Kingdom
$2.76M 51,020 +3,674 +8%
NPIT
88
National Penn Investors Trust
Pennsylvania
$2.72M 50,309 +50,309 New
SB
89
Suntrust Banks
Georgia
$2.66M 49,251 -2,722 -5%
DCM
90
Dupont Capital Management
Delaware
$2.65M 48,959 – –
CIM
91
Calvert Investment Management
Maryland
$2.57M 47,611 +47,611 New
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$2.45M 45,343 +3,170 +8%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$2.42M 44,781 +14,496 +48%
SDIC
94
South Dakota Investment Council
South Dakota
$2.36M 43,600 – –
AAMU
95
AEGON Asset Management (UK)
United Kingdom
$2.3M 42,613 +17,285 +68%
Citadel Advisors
96
Citadel Advisors
Florida
$2.29M 42,264 +21,605 +105%
CS
97
Credit Suisse
Switzerland
$2.25M 41,553 -4,075 -9%
UAS
98
United Asset Strategies
New York
$2.24M 41,492 +5,494 +15%
RJA
99
Raymond James & Associates
Florida
$2.23M 41,321 +7,820 +23%
CAM
100
CG Asset Management
New York
$2.16M 40,030 – –
2 3
4
5 6