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Evercore
EVR

Overview Fund Activity

268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+43
Holders Change %
+19.11%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
91
Reduced
89
Closed
20
Calls
$2.49M
Puts
$1.67M
Net Calls
+$817K
Net Calls Change
-$18K

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$57.8M
2
BFA
BlackRock Fund Advisors
California
$212M
3
Victory Capital Management
Victory Capital Management
Texas
$23.4M
4
Ameriprise
Ameriprise
Minnesota
$36.2M
5
O
OppenheimerFunds
New York
$18.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$149M
2
CIP
Chartwell Investment Partners
Pennsylvania
$15.1M
3
JCM
Junto Capital Management
New York
$28.4M
4
Wells Fargo
Wells Fargo
California
$71.1M
5
Citadel Advisors
Citadel Advisors
Florida
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
126
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.88M – – –
JIM
127
Jupiter Investment Management
United Kingdom
$1.87M -$3.95M -57,488 -68%
UAS
128
United Asset Strategies
New York
$1.8M -$1.85M -26,913 -51%
VRS
129
Virginia Retirement Systems
Virginia
$1.79M -$227K -3,300 -11%
AR
130
Advisory Research
Illinois
$1.75M +$1.75M +25,485 New
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$1.74M +$341K +4,963 +24%
GCP
132
GSA Capital Partners
United Kingdom
$1.73M +$702K +10,224 +69%
LAM
133
Lingohr Asset Management
Germany
$1.64M -$151K -2,200 -8%
GLA
134
Great Lakes Advisors
Illinois
$1.62M +$59.6K +868 +4%
DDPIC
135
Deroy & Devereaux Private Investment Counsel
Michigan
$1.61M -$7.6M -110,630 -83%
PMAM
136
Picton Mahoney Asset Management
Ontario, Canada
$1.6M +$1.1M +16,000 +219%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M +$1.47M +18,291 +1,230%
SCM
138
Stevens Capital Management
Pennsylvania
$1.54M +$156K +2,276 +11%
LPL Financial
139
LPL Financial
California
$1.54M -$10.6K -152 -0.7%
DCM
140
Dupont Capital Management
Delaware
$1.5M -$168K -2,452 -10%
WI
141
WBI Investments
New Jersey
$1.49M -$9.77M -142,271 -87%
TI
142
Turner Investments
Pennsylvania
$1.48M +$1.48M +21,500 New
AQR Capital Management
143
AQR Capital Management
Connecticut
$1.48M +$303K +4,409 +26%
SO
144
STRS Ohio
Ohio
$1.4M +$1.3M +18,900 +1,260%
GT
145
Glenmede Trust
Pennsylvania
$1.39M – – –
ASRS
146
Arizona State Retirement System
Arizona
$1.38M – – –
HCM
147
Highbridge Capital Management
New York
$1.35M -$15.3M -223,404 -92%
PCM
148
Penserra Capital Management
California
$1.27M +$1.27M +18,555 New
CEP
149
Chicago Equity Partners
Illinois
$1.27M +$317K +4,620 +33%
AG
150
Algert Global
California
$1.25M +$1.25M +18,135 New
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