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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$1.42M
2
PIM
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
Franklin Resources
California
$34.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$35.9M
5
IIM
Ivory Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Alexandria Capital
Virginia
$839K – – –
SS
127
Simplicity Solutions
Minnesota
$835K +$835K +15,447 New
CIA
128
Capital Impact Advisors
Massachusetts
$831K – – –
BA
129
BlackRock Advisors
Delaware
$807K -$378K -6,991 -32%
CAM
130
Capstone Asset Management
Texas
$755K +$149K +2,750 +25%
FA
131
FDx Advisors
Illinois
$728K +$156K +2,877 +27%
CWM
132
Calamos Wealth Management
Illinois
$700K -$117K -2,161 -14%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$692K -$38.1K -702 -5%
FM
134
Forward Management
California
$684K +$110K +2,045 +19%
SW
135
SVB Wealth
Massachusetts
$676K +$30.3K +560 +5%
US Bancorp
136
US Bancorp
Minnesota
$666K +$186K +3,432 +39%
NIT
137
NumerixS Investment Technologies
British Columbia, Canada
$622K -$37.8K -700 -6%
MC
138
Menta Capital
California
$616K +$616K +11,400 New
EMG
139
Ellington Management Group
Connecticut
$595K -$587K -10,850 -50%
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$566K +$566K +10,462 New
ONB
141
Old National Bancorp
Indiana
$554K +$12.5K +232 +2%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$524K +$4.87K +90 +0.9%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$479K +$39.6K +733 +9%
USAA
144
United Services Automobile Association
Texas
$470K -$221K -4,100 -32%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$435K +$46.5K +860 +12%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$431K +$431K +7,968 New
RIL
147
Rothschild Investment LLC
Illinois
$417K +$417K +7,714 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$409K -$4.98K -92 -1%
Legal & General Group
149
Legal & General Group
United Kingdom
$409K +$55.5K +1,023 +16%
RCM
150
Riverhead Capital Management
Delaware
$400K +$276K +5,100 +222%
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