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Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$1.51M 29,706 -2,335 -7%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M 29,640 – –
MPAM
103
Monarch Partners Asset Management
Massachusetts
$1.44M 28,638 -7,360 -20%
TPSF
104
Texas Permanent School Fund
Texas
$1.43M 28,497 -2,492 -8%
CIC
105
Chase Investment Counsel
Virginia
$1.4M 27,955 +27,955 New
AAMU
106
AEGON Asset Management (UK)
United Kingdom
$1.27M 25,328 +10,408 +70%
EIM
107
Essex Investment Management
Massachusetts
$1.25M 24,892 +3,004 +14%
AIG
108
American International Group
New York
$1.24M 24,640 -91 -0.4%
KC
109
Kingfisher Capital
North Carolina
$1.23M 24,402 +24,402 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$1.22M 24,283 – –
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$1.22M 24,223 – –
BA
112
BlackRock Advisors
Delaware
$1.1M 21,918 -922 -4%
EMG
113
Ellington Management Group
Connecticut
$1.1M 21,850 +21,850 New
TC
114
TFS Capital
Pennsylvania
$1.05M 20,969 +20,969 New
Citadel Advisors
115
Citadel Advisors
Florida
$1.04M 20,659 -391,905 -95%
BA
116
Boston Advisors
Massachusetts
$1.04M 20,618 +9,590 +87%
SCM
117
Stevens Capital Management
Pennsylvania
$977K 19,439 +19,439 New
Citigroup
118
Citigroup
New York
$974K 19,379 +9,114 +89%
VRS
119
Virginia Retirement Systems
Virginia
$945K 18,800 +3,200 +21%
ASRS
120
Arizona State Retirement System
Arizona
$831K 16,536 +16,536 New
EWM
121
Evercore Wealth Management
New York
$781K 15,530 -1,124 -7%
AC
122
Alexandria Capital
Virginia
$780K 15,521 – –
CIA
123
Capital Impact Advisors
Massachusetts
$772K 15,366 – –
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$764K 15,200 -1,000 -6%
CWM
125
Calamos Wealth Management
Illinois
$759K 15,099 +43 +0.3%
3 4
5
6 7