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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
$499M
2
Invesco
Invesco
Georgia
$55.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
American Century Companies
Missouri
$74.7M
5
PAM
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$120M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$39.4M
4
Wells Fargo
Wells Fargo
California
$63.1M
5
Franklin Resources
Franklin Resources
California
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$3.92M -$232K -2,978 -6%
AP
102
AHL Partners
United Kingdom
$3.9M +$132K +1,694 +3%
DekaBank Deutsche Girozentrale
103
DekaBank Deutsche Girozentrale
Germany
$3.71M -$796K -10,245 -18%
TG
104
TCW Group
California
$3.68M -$394K -5,064 -10%
HIS
105
Horizon Investment Services
Indiana
$3.64M +$3.14M +40,359 +629%
EGM
106
Engineers Gate Manager
New York
$3.62M -$520K -6,680 -13%
SCA
107
Secor Capital Advisors
New York
$3.56M -$2.17M -27,890 -38%
Citigroup
108
Citigroup
New York
$3.55M -$7.01M -89,948 -66%
EI
109
EAM Investors
California
$3.33M -$219K -2,811 -6%
Comerica Bank
110
Comerica Bank
Texas
$3.22M +$152K +2,071 +5%
HA
111
Halsey Associates
Connecticut
$3.17M -$9.12M -117,103 -74%
ERSOT
112
Employees Retirement System of Texas
Texas
$3.04M – – –
JIM
113
Jupiter Investment Management
United Kingdom
$2.96M +$844K +10,834 +40%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$2.91M – – –
MAM
115
Morse Asset Management
Connecticut
$2.75M +$2.75M +35,330 New
CEP
116
Chicago Equity Partners
Illinois
$2.73M +$1.29M +16,575 +90%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$2.69M -$590K -7,395 -18%
Lazard Asset Management
118
Lazard Asset Management
New York
$2.67M +$2.67M +34,298 New
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$2.66M -$3.21M -41,229 -55%
VRS
120
Virginia Retirement Systems
Virginia
$2.62M +$592K +7,600 +29%
VIA
121
Vident Investment Advisory
Georgia
$2.48M +$2.48M +31,870 New
SCM
122
Stevens Capital Management
Pennsylvania
$2.4M +$654K +8,398 +37%
RJA
123
Raymond James & Associates
Florida
$2.39M -$26.9K -345 -1%
UBS AM
124
UBS AM
Illinois
$2.39M +$155K +1,995 +7%
TPSF
125
Texas Permanent School Fund
Texas
$2.21M -$779 -10 -0%
3 4
5
6 7