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Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
176
Independent Portfolio Consultants
Florida
$69K -$2.01K -40 -3%
SIA
177
Sit Investment Associates
Minnesota
$65K +$10K +200 +18%
LIA
178
LS Investment Advisors
Michigan
$59K – – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$55K +$33.5K +668 +155%
SO
180
STRS Ohio
Ohio
$55K +$55K +1,100 New
DADC
181
D.A. Davidson & Co
Montana
$48K – – –
BlackRock
182
BlackRock
New York
$41K -$6.02K -119 -13%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K +$16.4K +331 +93%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$33K – – –
SGAM
185
Smith Group Asset Management
Texas
$18K -$2.48K -50 -12%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$18K +$11.3K +232 +171%
PCM
187
Prelude Capital Management
New York
$10K +$5K +100 +100%
Creative Planning
188
Creative Planning
Kansas
$10K +$10K +200 New
KT
189
Kanaly Trust
Texas
$8K +$8K +153 New
TDC
190
Thompson Davis & Co
Virginia
$7K +$355 +7 +5%
W
191
Wealthfront
California
$6K +$2.04K +39 +51%
Nuveen Asset Management
192
Nuveen Asset Management
Illinois
$5.93K -$303 -6,033 -5%
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.04K -$2.43K -48,404 -33%
CF
194
CenterStar Fund
Illinois
$5K – – –
GT
195
Glenmede Trust
Pennsylvania
$3K – – –
FNBT
196
FineMark National Bank & Trust
Florida
$3K +$1.34K +21 +81%
DAM
197
Delta Asset Management
Tennessee
$3K +$3K +53 New
HNB
198
Huntington National Bank
Ohio
$2K +$286 +7 +17%
HCM
199
Herndon Capital Management
Georgia
$1K – – –
MFS
200
MSI Financial Services
Massachusetts
$1K – – –
6 7
8
9 10