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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$108M
2
JCM
2
Junto Capital Management
New York
$30.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M
4
BFA
4
BlackRock Fund Advisors
California
$135M
5
O
5
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.42M
2
PIM
2
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
3
Franklin Resources
California
$34.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$35.9M
5
IIM
5
Ivory Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ERSOT
101
Employees Retirement System of Texas
Texas
$2.11M 39,000 – –
Comerica Bank
102
Comerica Bank
Texas
$1.96M 40,617 +5,101 +14%
RA
103
Royce & Associates
New York
$1.95M 36,100 +3,900 +12%
SIP
104
Stoneridge Investment Partners
Pennsylvania
$1.95M 35,968 +206 +0.6%
TPSF
105
Texas Permanent School Fund
Texas
$1.77M 32,748 +4,251 +15%
SCM
106
Stevens Capital Management
Pennsylvania
$1.75M 32,340 +12,901 +66%
MPAM
107
Monarch Partners Asset Management
Massachusetts
$1.73M 31,938 +3,300 +12%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M 31,240 +1,600 +5%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.65M 30,520 +30,520 New
SIM
110
Spark Investment Management
New York
$1.63M 30,100 +30,100 New
SEI Investments
111
SEI Investments
Pennsylvania
$1.61M 29,769 +15,184 +104%
Public Sector Pension Investment Board (PSP Investments)
112
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M 27,878 -10,000 -26%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$1.5M 27,768 +27,768 New
CIC
114
Chase Investment Counsel
Virginia
$1.46M 27,070 -885 -3%
KC
115
Kingfisher Capital
North Carolina
$1.42M 26,335 +1,933 +8%
Millennium Management
116
Millennium Management
New York
$1.42M 26,236 -565,510 -96%
AIG
117
American International Group
New York
$1.38M 25,589 +949 +4%
EIM
118
Essex Investment Management
Massachusetts
$1.32M 24,312 -580 -2%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$1.31M 24,283 – –
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M 24,223 – –
VRS
121
Virginia Retirement Systems
Virginia
$1.24M 23,000 +4,200 +22%
Citigroup
122
Citigroup
New York
$1.1M 20,233 +854 +4%
ASRS
123
Arizona State Retirement System
Arizona
$1.06M 19,636 +3,100 +19%
QSS
124
Quantitative Systematic Strategies
Florida
$1M 18,389 +10,004 +119%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$946K 17,500 +2,300 +15%
3 4
5
6 7