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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
DCM
Daruma Capital Management
New York
$27.9M
2
CIP
Chartwell Investment Partners
Pennsylvania
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$32.3M
4
American Century Companies
American Century Companies
Missouri
$31.6M
5
HCM
Highbridge Capital Management
New York
$12.5M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
Wells Fargo
California
$74.4M
3
Calamos Advisors
Calamos Advisors
Illinois
$0
4
Macquarie Group
Macquarie Group
Australia
$19M
5
O
OppenheimerFunds
New York
$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$417K +$211K +4,100 +103%
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$415K +$415K +8,060 New
MSA
153
Mason Street Advisors
Wisconsin
$411K +$11.7K +228 +3%
LA
154
Lucus Advisors
New York
$402K -$17.2K -334 -4%
Verition Fund Management
155
Verition Fund Management
Connecticut
$376K +$376K +7,298 New
PMAM
156
Picton Mahoney Asset Management
Ontario, Canada
$376K +$376K +7,300 New
ONB
157
Old National Bancorp
Indiana
$366K -$74.4K -1,445 -17%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$359K -$335K -6,503 -48%
SG Americas Securities
159
SG Americas Securities
New York
$358K +$358K +6,943 New
PTC
160
Petrus Trust Company
Texas
$353K +$353K +6,856 New
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$340K -$587K -11,400 -63%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$335K +$16.8K +327 +5%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$335K +$39K +757 +13%
AG
164
Aperio Group
California
$320K +$6.03K +117 +2%
RIL
165
Rothschild Investment LLC
Illinois
$319K -$77.2K -1,500 -19%
GFG
166
Gray Financial Group
Georgia
$304K – – –
DAM
167
Deltec Asset Management
New York
$301K – – –
PA
168
Profund Advisors
Maryland
$301K +$28.9K +561 +11%
US Bancorp
169
US Bancorp
Minnesota
$260K -$129K -2,497 -33%
YMRC
170
Yorktown Management & Research Company
Virginia
$258K – – –
PI
171
PineBridge Investments
New York
$254K -$5.15K -100 -2%
CIM
172
CIM Investment Management
Pennsylvania
$252K +$9.79K +190 +4%
CCIA
173
Campbell & Co Investment Adviser
Maryland
$252K +$252K +4,889 New
ProShare Advisors
174
ProShare Advisors
Maryland
$238K -$53.6K -1,041 -18%
Barclays
175
Barclays
United Kingdom
$237K -$1.33M -25,828 -85%
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