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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
$499M
2
Invesco
Invesco
Georgia
$55.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
American Century Companies
Missouri
$74.7M
5
PAM
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$120M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$39.4M
4
Wells Fargo
Wells Fargo
California
$63.1M
5
Franklin Resources
Franklin Resources
California
$26M
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
$2.2M +$62.3K +800 +3%
GLA
127
Great Lakes Advisors
Illinois
$2.18M +$339K +4,350 +18%
CAM
128
Covenant Asset Management
New Jersey
$2.13M -$204K -2,621 -9%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$2.03M -$126K -1,623 -6%
UAS
130
United Asset Strategies
New York
$2.02M -$25.8K -331 -1%
CCMH
131
Cornerstone Capital Management Holdings
New York
$1.98M -$819K -10,520 -29%
DCM
132
Dupont Capital Management
Delaware
$1.93M +$231K +2,960 +14%
PMAM
133
Picton Mahoney Asset Management
Ontario, Canada
$1.91M +$93.5K +1,200 +5%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.84M -$135K -1,737 -7%
AIG
135
American International Group
New York
$1.84M -$389K -4,988 -17%
DDPIC
136
Deroy & Devereaux Private Investment Counsel
Michigan
$1.79M -$37K -475 -2%
DCM
137
Driehaus Capital Management
Illinois
$1.77M +$761K +9,773 +75%
GC
138
Globeflex Capital
California
$1.77M +$1.77M +22,684 New
AR
139
Advisory Research
Illinois
$1.71M -$273K -3,509 -14%
LPL Financial
140
LPL Financial
California
$1.64M -$38K -500 -2%
ASRS
141
Arizona State Retirement System
Arizona
$1.59M +$31.2K +400 +2%
GT
142
Glenmede Trust
Pennsylvania
$1.58M +$6.69K +86 +0.4%
ZIM
143
Zacks Investment Management
Illinois
$1.58M +$1.58M +20,249 New
PCM
144
Piermont Capital Management
Missouri
$1.56M +$1.56M +20,030 New
Nordea Investment Management
145
Nordea Investment Management
Sweden
$1.51M +$1.51M +19,416 New
SO
146
STRS Ohio
Ohio
$1.46M -$132K -1,700 -8%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.44M -$4.86M -62,425 -77%
SCM
148
Suffolk Capital Management
New York
$1.41M +$1.41M +18,146 New
EIM
149
Essex Investment Management
Massachusetts
$1.36M -$13.7K -176 -1%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.36M -$184K -2,366 -12%
4 5
6
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