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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
2
JCM
Junto Capital Management
New York
$30.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$147M
4
BFA
BlackRock Fund Advisors
California
$135M
5
O
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$1.42M
2
PIM
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
Franklin Resources
California
$34.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$35.9M
5
IIM
Ivory Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
176
Canada Life
Manitoba, Canada
$230K – – –
GT
177
Glenmede Trust
Pennsylvania
$228K +$224K +4,176 +5,721%
VKH
178
Virtu KCG Holdings
New York
$223K -$297K -5,477 -57%
DC
179
Deere & Company
Illinois
$209K +$209K +3,863 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$207K +$148K +2,740 +250%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$198K -$31.8K -587 -14%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$183K +$83.6K +1,545 +84%
MAM
183
Meeder Asset Management
Ohio
$160K – – –
FMT
184
First Mercantile Trust
Tennessee
$155K +$3.78K +70 +3%
PG
185
PEAK6 Group
Illinois
$145K +$145K +2,687 New
GS
186
GAM Systematic
United Kingdom
$127K +$127K +2,355 New
Barclays
187
Barclays
United Kingdom
$117K +$5.16K +96 +5%
Victory Capital Management
188
Victory Capital Management
Texas
$102K -$3.36K -62 -3%
IA
189
IFP Advisors
Florida
$98K +$98K +1,808 New
BlackRock
190
BlackRock
New York
$81K +$36.6K +668 +82%
IPC
191
Independent Portfolio Consultants
Florida
$74K – – –
LIA
192
LS Investment Advisors
Michigan
$71K +$7.3K +135 +11%
SIA
193
Sit Investment Associates
Minnesota
$70K – – –
SO
194
STRS Ohio
Ohio
$59K – – –
Simplex Trading
195
Simplex Trading
Illinois
$50K +$50K +934 New
HCM
196
Herndon Capital Management
Georgia
$49K +$47.7K +884 +3,683%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$48K +$28K +516 +140%
DADC
198
D.A. Davidson & Co
Montana
$46K -$5.6K -104 -11%
Ohio Public Employees Retirement System (OPERS)
199
Ohio Public Employees Retirement System (OPERS)
Ohio
$44K +$6.69K +123 +18%
LWM
200
Lenox Wealth Management
Ohio
$42K +$42K +776 New
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