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Evercore
EVR

Overview Fund Activity

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$44.9M
2
Millennium Management
Millennium Management
New York
$13.6M
3
SI
Scout Investments
Missouri
$8.36M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.03M
5
AL
AJO LP
Pennsylvania
$6.84M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AIM
abrdn Investment Management
United Kingdom
$122M
3
Wells Fargo
Wells Fargo
California
$120M
4
HJMC
Hellman Jordan Management Company
Massachusetts
$994K
5
BG
Bahl & Gaynor
Ohio
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PineBridge Investments
New York
$251K -$23.4K -453 -9%
Jacobs Levy Equity Management
177
Jacobs Levy Equity Management
New Jersey
$249K +$249K +4,820 New
AIM
178
Acrospire Investment Management
Illinois
$245K +$245K +4,727 New
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$239K – – –
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$233K -$179K -3,461 -43%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$228K -$230K -4,449 -50%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$223K -$11K -212 -5%
Canada Life
183
Canada Life
Manitoba, Canada
$220K – – –
CIM
184
CIM Investment Management
Pennsylvania
$218K +$218K +4,219 New
TNBTD
185
Trustmark National Bank Trust Department
Mississippi
$204K +$204K +3,951 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$195K -$466K -8,999 -71%
Walleye Trading
187
Walleye Trading
New York
$154K +$142K +2,750 +1,185%
MAM
188
Meeder Asset Management
Ohio
$153K – – –
FMT
189
First Mercantile Trust
Tennessee
$144K -$4.66K -90 -3%
BlackRock
190
BlackRock
New York
$126K +$49.3K +951 +64%
PCM
191
Prelude Capital Management
New York
$124K +$114K +2,200 +1,100%
EWM
192
Evercore Wealth Management
New York
$100K +$100K +1,933 New
LIA
193
LS Investment Advisors
Michigan
$70K +$1.92K +37 +3%
SIA
194
Sit Investment Associates
Minnesota
$67K – – –
IPC
195
Independent Portfolio Consultants
Florida
$61K -$10.1K -195 -14%
SO
196
STRS Ohio
Ohio
$56K – – –
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$12.9K +248 +31%
Victory Capital Management
198
Victory Capital Management
Texas
$53K -$44K -853 -45%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$48K -$150K -2,906 -76%
HCM
200
Herndon Capital Management
Georgia
$48K +$933 +18 +2%
6 7
8
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