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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
2
JCM
Junto Capital Management
New York
$30.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$147M
4
BFA
BlackRock Fund Advisors
California
$135M
5
O
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$1.42M
2
PIM
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
Franklin Resources
California
$34.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$35.9M
5
IIM
Ivory Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Profund Advisors
Maryland
$394K +$162K +2,996 +70%
MSA
152
Mason Street Advisors
Wisconsin
$345K +$70K +1,293 +25%
TAM
153
Tocqueville Asset Management
New York
$341K +$43.3K +800 +15%
RCM
154
Rotella Capital Management
Washington
$340K +$340K +6,280 New
DTL
155
Dynamic Technology Lab
Singapore
$334K +$334K +6,174 New
ProShare Advisors
156
ProShare Advisors
Maryland
$326K +$326K +6,020 New
GFG
157
Gray Financial Group
Georgia
$319K – – –
DAM
158
Deltec Asset Management
New York
$316K -$5.42K -100 -2%
AG
159
Aperio Group
California
$315K +$14.2K +263 +5%
GC
160
Gratry & Company
Ohio
$315K +$32.2K +595 +11%
RG
161
Renaissance Group
Kentucky
$311K -$6.44K -119 -2%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$300K +$265K +4,899 +756%
PI
163
PineBridge Investments
New York
$287K +$35.5K +656 +14%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$285K -$3.73M -68,885 -93%
SGH
165
Schonfeld Group Holdings
New York
$283K +$283K +5,232 New
DIA
166
Denver Investment Advisors
Colorado
$279K +$3.24K +60 +1%
WB
167
WesBanco Bank
West Virginia
$276K +$6.22K +115 +2%
YMRC
168
Yorktown Management & Research Company
Virginia
$270K – – –
Bessemer Group
169
Bessemer Group
New Jersey
$270K +$270K +5,000 New
QT
170
Quantbot Technologies
New York
$258K +$258K +4,777 New
HEIP
171
Hudson Edge Investment Partners
New Jersey
$252K +$252K +4,665 New
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$250K -$26.5K -490 -10%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$245K +$24.3K +449 +11%
JIC
174
Johnson Investment Counsel
Ohio
$243K +$243K +4,496 New
AQR Capital Management
175
AQR Capital Management
Connecticut
$231K +$231K +4,269 New
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