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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
$499M
2
Invesco
Invesco
Georgia
$55.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
American Century Companies
Missouri
$74.7M
5
PAM
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$120M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$39.4M
4
Wells Fargo
Wells Fargo
California
$63.1M
5
Franklin Resources
Franklin Resources
California
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Eagle Asset Management
Florida
$6.25M +$379K +4,869 +6%
UBS Group
77
UBS Group
Switzerland
$6.05M -$5.37M -68,964 -47%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$5.99M -$280K -3,600 -4%
AIM
79
Artemis Investment Management
United Kingdom
$5.92M +$5.92M +75,969 New
Rafferty Asset Management
80
Rafferty Asset Management
New York
$5.87M +$5.87M +75,390 New
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$5.82M -$119K -1,530 -2%
SIM
82
Spark Investment Management
New York
$5.73M – – –
AI
83
Axiom Investors
Connecticut
$5.51M -$2.09M -26,839 -28%
Fisher Asset Management
84
Fisher Asset Management
Washington
$5.51M +$5.51M +70,689 New
Federated Hermes
85
Federated Hermes
Pennsylvania
$5.42M +$5.42M +69,605 New
Legal & General Group
86
Legal & General Group
United Kingdom
$5.36M +$39.6K +509 +0.7%
SDIC
87
South Dakota Investment Council
South Dakota
$5.25M -$413K -5,300 -7%
Swiss National Bank
88
Swiss National Bank
Switzerland
$5M – – –
CIA
89
CCM Investment Advisers
South Carolina
$4.95M +$4.95M +63,593 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$4.8M -$3.39M -43,460 -41%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.75M +$228K +2,922 +5%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$4.51M -$865K -11,100 -16%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$4.48M +$3.83M +49,125 +590%
Canada Life
94
Canada Life
Manitoba, Canada
$4.29M +$279K +3,579 +7%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$4.24M +$460K +5,900 +12%
SGAM
96
Smith Group Asset Management
Texas
$4.21M -$519K -6,660 -11%
AQR Capital Management
97
AQR Capital Management
Connecticut
$4.02M +$2.34M +30,095 +140%
CS
98
Credit Suisse
Switzerland
$4M -$628K -8,056 -14%
AL
99
AJO LP
Pennsylvania
$3.95M +$3.95M +50,762 New
GACM
100
Global Alpha Capital Management
Quebec, Canada
$3.93M -$38.9K -500 -1%
2 3
4
5 6