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Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$44.9M
2
Millennium Management
2
Millennium Management
New York
$13.6M
3
SI
3
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.03M
5
AL
5
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
AIM
2
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
3
Wells Fargo
California
$120M
4
HJMC
4
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
5
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Great Lakes Advisors
Illinois
$4.08M +$643K +12,423 +19%
BCM
77
Brown Capital Management
Maryland
$3.9M -$581K -11,219 -13%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.81M +$485K +9,373 +15%
GACM
79
Global Alpha Capital Management
Quebec, Canada
$3.62M -$181K -3,500 -5%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33M -$2.62M -50,055 -44%
Swiss National Bank
81
Swiss National Bank
Switzerland
$3.2M +$644K +12,900 +25%
AllianceBernstein
82
AllianceBernstein
Tennessee
$3.2M – – –
UBS AM
83
UBS AM
Illinois
$3.13M -$383K -7,398 -11%
FAM
84
Fred Alger Management
New York
$3.07M -$251K -4,844 -8%
SDIC
85
South Dakota Investment Council
South Dakota
$2.8M +$538K +10,400 +24%
BG
86
BlackRock Group
United Kingdom
$2.71M +$70.3K +1,359 +3%
SB
87
Suntrust Banks
Georgia
$2.71M +$161K +3,105 +6%
NPIT
88
National Penn Investors Trust
Pennsylvania
$2.7M +$95.7K +1,850 +4%
TG
89
TCW Group
California
$2.64M -$293K -5,668 -10%
EI
90
EAM Investors
California
$2.63M +$2.63M +50,823 New
DCM
91
Dupont Capital Management
Delaware
$2.53M – – –
LPL Financial
92
LPL Financial
California
$2.48M -$163K -3,350 -6%
CIM
93
Calvert Investment Management
Maryland
$2.46M – – –
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$2.44M +$96.5K +1,865 +4%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$2.32M – – –
RJA
96
Raymond James & Associates
Florida
$2.09M -$52.3K -1,010 -2%
CAM
97
CG Asset Management
New York
$2.06M -$10.3K -200 -0.5%
Comerica Bank
98
Comerica Bank
Texas
$2.05M +$4.18K +83 +0.2%
Citigroup
99
Citigroup
New York
$2.05M +$999K +19,299 +95%
ERSOT
100
Employees Retirement System of Texas
Texas
$2.02M – – –
2 3
4
5 6