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Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
151
Gray Financial Group
Georgia
$297K – – –
RG
152
Renaissance Group
Kentucky
$295K +$295K +5,866 New
AG
153
Aperio Group
California
$279K +$5.52K +110 +2%
TAM
154
Tocqueville Asset Management
New York
$276K +$276K +5,500 New
GC
155
Gratry & Company
Ohio
$263K +$263K +5,230 New
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$257K – – –
DIA
157
Denver Investment Advisors
Colorado
$256K +$256K +5,103 New
MSA
158
Mason Street Advisors
Wisconsin
$255K +$2.36K +47 +0.9%
YMRC
159
Yorktown Management & Research Company
Virginia
$251K +$251K +5,000 New
WB
160
WesBanco Bank
West Virginia
$250K +$250K +4,986 New
PI
161
PineBridge Investments
New York
$233K +$21.9K +437 +10%
VAM
162
Visium Asset Management
New York
$223K +$223K +4,436 New
PA
163
Profund Advisors
Maryland
$216K -$150K -2,992 -41%
Canada Life
164
Canada Life
Manitoba, Canada
$214K – – –
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$213K +$146K +2,911 +219%
BHWM
166
Bar Harbor Wealth Management
New Hampshire
$205K +$205K +4,076 New
MAM
167
Meeder Asset Management
Ohio
$148K +$148K +2,952 New
FMT
168
First Mercantile Trust
Tennessee
$141K +$24.7K +490 +21%
JIM
169
Jupiter Investment Management
United Kingdom
$137K +$137K +2,746 New
RCM
170
Riverhead Capital Management
Delaware
$116K +$116K +2,300 New
Barclays
171
Barclays
United Kingdom
$104K -$117K -2,345 -53%
Victory Capital Management
172
Victory Capital Management
Texas
$98K +$19.3K +382 +24%
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
$92K +$81.2K +1,630 +751%
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$92K +$92K +1,838 New
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$75K -$25K -500 -25%
5 6
7
8 9