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Evercore
EVR

Overview Fund Activity

268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+43
Holders Change %
+19.11%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
91
Reduced
89
Closed
20
Calls
$2.49M
Puts
$1.67M
Net Calls
+$817K
Net Calls Change
-$18K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$57.8M
2
BFA
2
BlackRock Fund Advisors
California
$212M
3
Victory Capital Management
3
Victory Capital Management
Texas
$23.4M
4
Ameriprise
4
Ameriprise
Minnesota
$36.2M
5
O
5
OppenheimerFunds
New York
$18.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$149M
2
CIP
2
Chartwell Investment Partners
Pennsylvania
$15.1M
3
JCM
3
Junto Capital Management
New York
$28.4M
4
Wells Fargo
4
Wells Fargo
California
$71.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$3.66M 53,307 -551 -1%
SB
102
Suntrust Banks
Georgia
$3.66M 53,233 -1,867 -3%
EGM
103
Engineers Gate Manager
New York
$3.65M 53,151 +53,151 New
TG
104
TCW Group
California
$3.59M 52,286 -1,374 -3%
Canada Life
105
Canada Life
Manitoba, Canada
$3.53M 51,464 -759 -1%
GACM
106
Global Alpha Capital Management
Quebec, Canada
$3.5M 50,900 -23,200 -31%
MCM
107
Maltese Capital Management
New York
$3.44M 50,000 -30,800 -38%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$3.34M 48,581 – –
AP
109
AHL Partners
United Kingdom
$3.33M 48,423 +15,214 +46%
EI
110
EAM Investors
California
$3.13M 45,566 +45,566 New
Comerica Bank
111
Comerica Bank
Texas
$3.06M 41,660 +2,361 +6%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.82M 41,088 -5,235 -11%
ERSOT
113
Employees Retirement System of Texas
Texas
$2.68M 39,000 – –
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$2.57M 37,347 -3,623 -9%
CAM
115
CG Asset Management
New York
$2.53M 36,830 -2,500 -6%
CCMH
116
Cornerstone Capital Management Holdings
New York
$2.47M 36,000 -5,900 -14%
MPAM
117
Monarch Partners Asset Management
Massachusetts
$2.27M 33,041 -31,067 -48%
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
$2.19M 31,900 +23,840 +296%
RJA
119
Raymond James & Associates
Florida
$2.13M 31,036 -494 -2%
CGM
120
Capital Growth Management
Massachusetts
$2.06M 30,000 +30,000 New
CAM
121
Covenant Asset Management
New Jersey
$2.06M 29,918 +29,918 New
UBS AM
122
UBS AM
Illinois
$1.97M 28,677 -10,408 -27%
AIG
123
American International Group
New York
$1.97M 28,598 -398 -1%
TPSF
124
Texas Permanent School Fund
Texas
$1.95M 28,385 -1,164 -4%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$1.9M 27,623 -82 -0.3%
3 4
5
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