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Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$44.9M
2
Millennium Management
Millennium Management
New York
$13.6M
3
SI
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.03M
5
AL
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AIM
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
Wells Fargo
California
$120M
4
HJMC
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
BlackRock Advisors
Delaware
$901K +$128K +2,474 +17%
CIC
127
Chase Investment Counsel
Virginia
$826K -$574K -11,100 -41%
FA
128
FDx Advisors
Illinois
$817K +$120K +2,324 +17%
AC
129
Alexandria Capital
Virginia
$803K – – –
FM
130
Forward Management
California
$781K +$126K +2,436 +19%
SCP
131
Scoria Capital Partners
Connecticut
$776K +$776K +15,000 New
DCM
132
Dean Capital Management
Kansas
$737K +$737K +14,247 New
NIT
133
NumerixS Investment Technologies
British Columbia, Canada
$699K +$104K +2,011 +17%
CAM
134
Capstone Asset Management
Texas
$688K -$34.7K -670 -5%
SW
135
SVB Wealth
Massachusetts
$653K +$5.18K +100 +0.8%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$595K +$93.2K +1,800 +19%
ONB
137
Old National Bancorp
Indiana
$569K +$38.8K +750 +7%
GS
138
GAM Systematic
United Kingdom
$537K +$415K +8,021 +341%
HEIP
139
Hudson Edge Investment Partners
New Jersey
$529K +$287K +5,551 +119%
LA
140
Lucus Advisors
New York
$517K +$517K +9,984 New
CWM
141
Calamos Wealth Management
Illinois
$507K -$163K -3,142 -24%
GT
142
Glenmede Trust
Pennsylvania
$489K +$270K +5,219 +123%
LCM
143
Laurion Capital Management
New York
$478K +$478K +9,242 New
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$463K +$72.1K +1,394 +18%
TC
145
TFS Capital
Pennsylvania
$444K +$444K +8,576 New
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
$437K +$20.7K +400 +5%
Legal & General Group
147
Legal & General Group
United Kingdom
$427K +$34.6K +666 +9%
Barclays
148
Barclays
United Kingdom
$414K +$303K +5,934 +273%
HCM
149
Highbridge Capital Management
New York
$404K +$404K +7,804 New
RIL
150
Rothschild Investment LLC
Illinois
$398K -$724 -14 -0.2%
4 5
6
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