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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$264M
2
AL
2
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
4
BlackRock
New York
$467M
5
JIM
5
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.14M
4
O
4
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$3.09M +$2.74M +38,883 +790%
Citigroup
102
Citigroup
New York
$3.08M -$136K -1,927 -4%
Allianz Asset Management
103
Allianz Asset Management
Germany
$2.96M +$1.78M +25,227 +151%
Federated Hermes
104
Federated Hermes
Pennsylvania
$2.88M -$2.03M -28,803 -41%
ERSOT
105
Employees Retirement System of Texas
Texas
$2.75M – – –
CS
106
Credit Suisse
Switzerland
$2.75M -$878K -12,446 -24%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$2.71M -$6.94M -98,450 -72%
VRS
108
Virginia Retirement Systems
Virginia
$2.64M +$275K +3,900 +12%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$2.64M +$1.33M +18,911 +102%
Millennium Management
110
Millennium Management
New York
$2.46M -$14.2M -200,884 -85%
MAM
111
Morse Asset Management
Connecticut
$2.42M -$70.5K -1,000 -3%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.42M +$40.4K +573 +2%
AI
113
Axiom Investors
Connecticut
$2.38M -$2.61M -36,981 -52%
GLA
114
Great Lakes Advisors
Illinois
$2.36M +$393K +5,577 +20%
CCMH
115
Cornerstone Capital Management Holdings
New York
$2.32M +$521K +7,400 +29%
EGM
116
Engineers Gate Manager
New York
$2.31M -$969K -13,739 -30%
VIA
117
Vident Investment Advisory
Georgia
$2.3M +$53.2K +754 +2%
HA
118
Halsey Associates
Connecticut
$2.24M -$629K -8,915 -22%
LPL Financial
119
LPL Financial
California
$2.24M +$720K +10,205 +47%
PI
120
Putnam Investments
Massachusetts
$2.21M +$2.21M +31,300 New
UBS AM
121
UBS AM
Illinois
$2.2M +$33.1K +470 +2%
AIG
122
American International Group
New York
$2.16M +$496K +7,037 +30%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$488K -6,920 -19%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$2.14M -$23.8M -338,159 -92%
TPSF
125
Texas Permanent School Fund
Texas
$2.11M +$112K +1,582 +6%
3 4
5
6 7