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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$264M
2
AL
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
BlackRock
New York
$467M
5
JIM
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.14M
4
O
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
126
United Asset Strategies
New York
$2.03M +$210K +2,975 +12%
CCMG
127
Clark Capital Management Group
Pennsylvania
$2.03M +$2.03M +28,725 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M +$130K +1,839 +7%
CAM
129
Covenant Asset Management
New Jersey
$1.96M +$37K +525 +2%
RJA
130
Raymond James & Associates
Florida
$1.96M -$206K -2,923 -10%
Nordea Investment Management
131
Nordea Investment Management
Sweden
$1.87M +$496K +7,041 +36%
SP
132
Sarasin & Partners
United Kingdom
$1.76M +$1.76M +25,000 New
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.76M -$654K -9,270 -27%
SCM
134
Suffolk Capital Management
New York
$1.72M +$442K +6,263 +35%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$1.68M +$8.39K +119 +0.5%
ZIM
136
Zacks Investment Management
Illinois
$1.61M +$181K +2,568 +13%
DDPIC
137
Deroy & Devereaux Private Investment Counsel
Michigan
$1.6M -$21.2K -300 -1%
EIM
138
Essex Investment Management
Massachusetts
$1.59M +$357K +5,064 +29%
GT
139
Glenmede Trust
Pennsylvania
$1.58M – – –
AR
140
Advisory Research
Illinois
$1.58M +$26K +369 +2%
Squarepoint
141
Squarepoint
New York
$1.57M +$1.57M +22,195 New
GC
142
Globeflex Capital
California
$1.54M -$63.6K -902 -4%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$1.52M +$1.02M +14,540 +204%
ASRS
144
Arizona State Retirement System
Arizona
$1.51M +$70.5K +1,000 +5%
Public Sector Pension Investment Board (PSP Investments)
145
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$486K -6,900 -24%
SCM
146
Stevens Capital Management
Pennsylvania
$1.46M -$710K -10,065 -33%
SO
147
STRS Ohio
Ohio
$1.39M +$70.5K +1,000 +5%
BPM
148
Bowling Portfolio Management
Ohio
$1.35M +$1.35M +19,130 New
PCM
149
Piermont Capital Management
Missouri
$1.29M -$118K -1,680 -8%
JIR
150
James Investment Research
Ohio
$1.27M +$1.15M +16,285 +931%
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