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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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$0
4
PIM
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
Millennium Management
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$732K -$129K -2,568 -15%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$677K +$45.3K +901 +7%
WA
128
Whitebox Advisors
Minnesota
$646K -$64.3K -1,280 -9%
USAA
129
United Services Automobile Association
Texas
$643K +$643K +12,800 New
NIT
130
NumerixS Investment Technologies
British Columbia, Canada
$613K +$613K +12,205 New
SW
131
SVB Wealth
Massachusetts
$600K +$23.3K +465 +4%
CONA
132
Capital One National Association
New York
$575K +$575K +11,452 New
CAM
133
Capstone Asset Management
Texas
$563K +$23.6K +470 +4%
OA
134
OFI Advisors
Pennsylvania
$541K – – –
FM
135
Forward Management
California
$534K -$416K -8,275 -44%
FA
136
FDx Advisors
Illinois
$532K -$35.3K -703 -6%
TI
137
Trexquant Investment
Connecticut
$513K +$513K +10,212 New
ONB
138
Old National Bancorp
Indiana
$503K +$23.4K +467 +5%
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$482K +$90.4K +1,800 +23%
VKH
140
Virtu KCG Holdings
New York
$482K +$482K +9,596 New
SFP
141
Santa Fe Partners
New Mexico
$454K -$41.4K -824 -8%
US Bancorp
142
US Bancorp
Minnesota
$446K -$26K -518 -6%
QSS
143
Quantitative Systematic Strategies
Florida
$421K +$183K +3,642 +77%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$418K -$59.4K -1,183 -12%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$409K +$218K +4,336 +114%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$384K -$8.78K -175 -2%
BKBG
147
BHF Kleinwort Benson Group
Belgium
$363K +$363K +7,227 New
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$361K +$7.54K +150 +2%
Legal & General Group
149
Legal & General Group
United Kingdom
$323K +$18.4K +371 +6%
DAM
150
Deltec Asset Management
New York
$298K – – –
4 5
6
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