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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$264M
2
AL
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
BlackRock
New York
$467M
5
JIM
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.14M
4
O
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$1.27M -$2.78M -39,487 -69%
O
152
OppenheimerFunds
New York
$1.22M -$19.6M -277,666 -94%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.18M +$49.3K +700 +4%
KBC Group
154
KBC Group
Belgium
$1.1M +$1.1M +15,585 New
DIA
155
Denver Investment Advisors
Colorado
$1.09M +$64.1K +910 +6%
PGCM
156
Prescott Group Capital Management
Oklahoma
$1.07M – – –
PL
157
Polianta Ltd
Jersey
$1.04M +$1.04M +14,800 New
HIM
158
Hillsdale Investment Management
Ontario, Canada
$1.03M -$155K -2,200 -13%
BC
159
Brinker Capital
Pennsylvania
$1.01M -$8.39K -119 -0.8%
AAM
160
Advisors Asset Management
Colorado
$1.01M +$134K +1,895 +15%
Barclays
161
Barclays
United Kingdom
$1.01M +$183K +2,589 +22%
SCA
162
Snowden Capital Advisors
New York
$991K +$8.95K +127 +0.9%
OAM
163
Oxford Asset Management
United Kingdom
$971K +$217K +3,072 +29%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$946K +$660K +9,364 +231%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$942K +$328K +4,656 +53%
LCM
166
Laurion Capital Management
New York
$922K +$922K +13,075 New
LAM
167
Lingohr Asset Management
Germany
$888K -$7.79K -100 -0.9%
SBIA
168
Sheaff Brock Investment Advisors
Indiana
$885K +$67.3K +955 +8%
MERSOM
169
Municipal Employees' Retirement System of Michigan
Michigan
$864K +$53.6K +760 +7%
T. Rowe Price Associates
170
T. Rowe Price Associates
Maryland
$812K +$423 +6 +0.1%
MWNA
171
Marshall Wace North America
New York
$811K +$811K +11,423 New
IA
172
IFP Advisors
Florida
$769K +$219K +3,101 +40%
UCFA
173
United Capital Financial Advisors
Texas
$769K +$769K +10,903 New
HEIP
174
Hudson Edge Investment Partners
New Jersey
$763K -$30.3K -430 -4%
VKH
175
Virtu KCG Holdings
New York
$750K +$3.74K +53 +0.5%
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