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Evercore
EVR

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$138M
2
Citadel Advisors
Citadel Advisors
Florida
$28M
3
Macquarie Group
Macquarie Group
Australia
$36.8M
4
JCM
Junto Capital Management
New York
$40.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$48.1M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$54.3M
2
Invesco
Invesco
Georgia
$3.7M
3
CM
Castleark Management
Illinois
$0
4
PCM
Palisade Capital Management
New Jersey
$2.44M
5
Calamos Advisors
Calamos Advisors
Illinois
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
151
Legal & General Group
United Kingdom
$353K – – –
MSA
152
Mason Street Advisors
Wisconsin
$343K +$30.7K +695 +10%
RIL
153
Rothschild Investment LLC
Illinois
$340K – – –
US Bancorp
154
US Bancorp
Minnesota
$333K +$6.32K +143 +2%
QT
155
Quantbot Technologies
New York
$318K +$318K +7,205 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$274K -$28.6K -645 -9%
AG
157
Aperio Group
California
$269K -$17.7K -402 -6%
GFG
158
Gray Financial Group
Georgia
$261K – – –
IRF
159
IBM Retirement Fund
New York
$260K +$260K +5,882 New
DAM
160
Deltec Asset Management
New York
$258K – – –
AQR Capital Management
161
AQR Capital Management
Connecticut
$255K – – –
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$254K +$34.8K +788 +16%
RG
163
Renaissance Group
Kentucky
$252K +$5.26K +119 +2%
ProShare Advisors
164
ProShare Advisors
Maryland
$250K +$22.9K +520 +10%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$245K +$29.5K +667 +14%
PA
166
Profund Advisors
Maryland
$234K -$3.41K -77 -1%
Allianz Asset Management
167
Allianz Asset Management
Germany
$233K – – –
AB
168
Amalgamated Bank
New York
$233K +$233K +4,517 New
GT
169
Glenmede Trust
Pennsylvania
$228K -$189K -4,291 -45%
PI
170
PineBridge Investments
New York
$223K +$7.93K +179 +4%
YMRC
171
Yorktown Management & Research Company
Virginia
$221K – – –
RP
172
Raiff Partners
New York
$221K +$221K +5,000 New
SEI Investments
173
SEI Investments
Pennsylvania
$214K -$1.08M -24,407 -83%
CIM
174
CIM Investment Management
Pennsylvania
$208K +$21.2K +480 +11%
DTL
175
Dynamic Technology Lab
Singapore
$207K +$207K +4,686 New
5 6
7
8 9