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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
DCM
Daruma Capital Management
New York
$27.9M
2
CIP
Chartwell Investment Partners
Pennsylvania
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$32.3M
4
American Century Companies
American Century Companies
Missouri
$31.6M
5
HCM
Highbridge Capital Management
New York
$12.5M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
Wells Fargo
California
$74.4M
3
Calamos Advisors
Calamos Advisors
Illinois
$0
4
Macquarie Group
Macquarie Group
Australia
$19M
5
O
OppenheimerFunds
New York
$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$1.03M -$30.9K -600 -3%
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$912K +$912K +17,700 New
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$881K -$25.8K -500 -3%
AQR Capital Management
129
AQR Capital Management
Connecticut
$879K +$582K +11,285 +196%
GCP
130
GSA Capital Partners
United Kingdom
$767K +$767K +14,887 New
CGH
131
Crossmark Global Holdings
Texas
$765K +$765K +9,530 New
FM
132
Forward Management
California
$754K +$5.72K +111 +0.8%
QT
133
Quantbot Technologies
New York
$750K +$379K +7,361 +102%
CAM
134
Capstone Asset Management
Texas
$740K -$7.73K -150 -1%
CEP
135
Chicago Equity Partners
Illinois
$715K +$715K +13,880 New
BlackRock
136
BlackRock
New York
$706K +$543K +10,546 +333%
HEIP
137
Hudson Edge Investment Partners
New Jersey
$673K -$2.06K -40 -0.3%
RQS
138
Ramsey Quantitative Systems
Kentucky
$647K +$101K +1,960 +19%
SW
139
SVB Wealth
Massachusetts
$634K -$9.01K -175 -1%
EMG
140
Ellington Management Group
Connecticut
$628K +$628K +12,200 New
O
141
OppenheimerFunds
New York
$626K -$13.8M -268,743 -96%
PP
142
Paloma Partners
Connecticut
$600K -$209K -4,054 -26%
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$593K – – –
CIC
144
Cornercap Investment Counsel
Georgia
$591K +$591K +11,480 New
AL
145
Airain Ltd
Guernsey
$547K -$197K -3,831 -26%
DTL
146
Dynamic Technology Lab
Singapore
$540K +$299K +5,799 +124%
FA
147
FDx Advisors
Illinois
$521K -$153K -2,973 -23%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$476K +$476K +9,242 New
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$461K -$209K -4,062 -31%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$454K +$8.24K +160 +2%
4 5
6
7 8