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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.

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 %
KCM
76
Kennedy Capital Management
Missouri
$4.93M -$1.65M -23,397 -25%
CEP
77
Chicago Equity Partners
Illinois
$4.91M +$2.44M +34,580 +99%
Swiss National Bank
78
Swiss National Bank
Switzerland
$4.82M +$296K +4,200 +7%
NIP
79
Nicholas Investment Partners
California
$4.67M -$2.6M -36,894 -36%
CIP
80
Convergence Investment Partners
Florida
$4.64M +$4.64M +65,834 New
Fisher Asset Management
81
Fisher Asset Management
Washington
$4.57M -$412K -5,841 -8%
NFA
82
Nationwide Fund Advisors
Ohio
$4.57M -$3.72M -52,792 -45%
AllianceBernstein
83
AllianceBernstein
Tennessee
$4.39M -$1.55M -22,030 -26%
SDIC
84
South Dakota Investment Council
South Dakota
$4.36M -$388K -5,500 -8%
Canada Life
85
Canada Life
Manitoba, Canada
$4.19M +$309K +4,384 +8%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$4.08M – – –
LG
87
Leuthold Group
Minnesota
$4.07M +$4.07M +57,671 New
SIM
88
Spark Investment Management
New York
$4.02M -$1.17M -16,600 -23%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.84M -$457K -6,487 -11%
SGAM
90
Smith Group Asset Management
Texas
$3.84M +$32.4K +460 +0.9%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$3.83M -$7.05K -100 -0.2%
GACM
92
Global Alpha Capital Management
Quebec, Canada
$3.6M +$42.3K +600 +1%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$3.45M +$91.3K +1,300 +3%
HIS
94
Horizon Investment Services
Indiana
$3.44M +$143K +2,032 +4%
CIP
95
Chartwell Investment Partners
Pennsylvania
$3.4M -$2.29M -32,416 -40%
Comerica Bank
96
Comerica Bank
Texas
$3.28M -$22.2K -294 -0.7%
TG
97
TCW Group
California
$3.28M -$52.5K -745 -2%
Truist Financial
98
Truist Financial
North Carolina
$3.23M -$323K -4,576 -9%
UBS Group
99
UBS Group
Switzerland
$3.17M -$2.31M -32,788 -42%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$3.13M -$4.66M -66,160 -60%
2 3
4
5 6