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Evercore
EVR

Overview Fund Activity

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$51.9M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$24.2M
3
Wells Fargo
3
Wells Fargo
California
$72.3M
4
Franklin Resources
4
Franklin Resources
California
$42.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$128M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
HCM
2
Highbridge Capital Management
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
BA
4
BlackRock Advisors
Delaware
$1.23M
5
WC
5
Weatherbie Capital
Massachusetts
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M 29,640 -1,300 -4%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$1.54M 28,600 +300 +1%
UAS
103
United Asset Strategies
New York
$1.35M 25,045 +25,045 New
AIG
104
American International Group
New York
$1.33M 24,731 -551 -2%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$1.31M 24,283 -4,444 -15%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M 24,223 -1,233 -5%
BA
107
BlackRock Advisors
Delaware
$1.23M 22,840 -187,576 -89%
EIM
108
Essex Investment Management
Massachusetts
$1.18M 21,888 -657 -3%
PPA
109
Parametric Portfolio Associates
Washington
$1.18M 21,890 -253 -1%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$1.1M 20,403 -18,900 -48%
FM
111
Forward Management
California
$1.02M 18,895 +8,895 +89%
SEI Investments
112
SEI Investments
Pennsylvania
$926K 17,153 +1,710 +11%
EWM
113
Evercore Wealth Management
New York
$898K 16,654 +1,124 +7%
EGM
114
Engineers Gate Manager
New York
$877K 16,247 -7,743 -32%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$874K 16,200 – –
VRS
116
Virginia Retirement Systems
Virginia
$842K 15,600 -4,000 -20%
AC
117
Alexandria Capital
Virginia
$838K 15,521 +725 +5%
CIA
118
Capital Impact Advisors
Massachusetts
$829K 15,366 – –
CWM
119
Calamos Wealth Management
Illinois
$812K 15,056 +10,130 +206%
AAMU
120
AEGON Asset Management (UK)
United Kingdom
$805K 14,920 -981 -6%
WA
121
Whitebox Advisors
Minnesota
$763K 14,147 – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$678K 12,564 +143 +1%
SW
123
SVB Wealth
Massachusetts
$620K 11,485 +130 +1%
FA
124
FDx Advisors
Illinois
$609K 11,286 +2,086 +23%
PCM
125
Piermont Capital Management
Missouri
$596K 11,050 – –
3 4
5
6 7