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Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$44.9M
2
Millennium Management
Millennium Management
New York
$13.6M
3
SI
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.03M
5
AL
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AIM
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
Wells Fargo
California
$120M
4
HJMC
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$383K -$255K -4,913 -40%
RCM
152
Riverhead Capital Management
Delaware
$375K -$7.65K -148 -2%
MSA
153
Mason Street Advisors
Wisconsin
$365K +$35.7K +690 +11%
KeyBank National Association
154
KeyBank National Association
Ohio
$363K +$363K +7,022 New
RA
155
Rational Advisors
New York
$362K +$362K +7,000 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$354K +$66.7K +1,288 +23%
PAM
157
Princeton Alpha Management
New Jersey
$352K +$352K +6,807 New
AG
158
Aperio Group
California
$336K +$34.8K +672 +12%
SSA
159
Schonfeld Strategic Advisors
New York
$324K +$324K +6,268 New
Two Sigma Investments
160
Two Sigma Investments
New York
$307K +$307K +5,930 New
GFG
161
Gray Financial Group
Georgia
$306K – – –
DAM
162
Deltec Asset Management
New York
$302K – – –
AQR Capital Management
163
AQR Capital Management
Connecticut
$299K +$77.9K +1,503 +35%
RG
164
Renaissance Group
Kentucky
$289K -$8.22K -159 -3%
TAM
165
Tocqueville Asset Management
New York
$285K -$41.5K -800 -13%
DIA
166
Denver Investment Advisors
Colorado
$280K +$13.1K +253 +5%
PA
167
Profund Advisors
Maryland
$278K -$99.9K -1,928 -26%
Allianz Asset Management
168
Allianz Asset Management
Germany
$272K +$272K +5,265 New
Nomura Holdings
169
Nomura Holdings
Japan
$267K +$267K +5,228 New
ProShare Advisors
170
ProShare Advisors
Maryland
$266K -$45.2K -874 -15%
WB
171
WesBanco Bank
West Virginia
$264K – – –
Two Sigma Advisers
172
Two Sigma Advisers
New York
$264K +$264K +5,103 New
YMRC
173
Yorktown Management & Research Company
Virginia
$259K – – –
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$257K +$81.7K +1,578 +47%
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$252K +$63.2K +1,223 +33%
5 6
7
8 9