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Evercore
EVR

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$138M
2
Citadel Advisors
Citadel Advisors
Florida
$28M
3
Macquarie Group
Macquarie Group
Australia
$36.8M
4
JCM
Junto Capital Management
New York
$40.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$48.1M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$54.3M
2
Invesco
Invesco
Georgia
$3.7M
3
CM
Castleark Management
Illinois
$0
4
PCM
Palisade Capital Management
New Jersey
$2.44M
5
Calamos Advisors
Calamos Advisors
Illinois
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$204K – – –
TRCT
177
Tower Research Capital (TRC)
New York
$195K +$195K +4,408 +88,160%
NIT
178
NumerixS Investment Technologies
British Columbia, Canada
$177K -$421K -9,516 -70%
BlackRock
179
BlackRock
New York
$140K +$32.6K +737 +30%
AIM
180
Acrospire Investment Management
Illinois
$107K -$101K -2,300 -49%
FMT
181
First Mercantile Trust
Tennessee
$101K -$22.1K -500 -18%
SGAM
182
Smith Group Asset Management
Texas
$94K +$92.9K +2,100 +8,750%
SO
183
STRS Ohio
Ohio
$92K +$43.8K +1,000 +91%
Victory Capital Management
184
Victory Capital Management
Texas
$80K +$34.9K +793 +77%
PG
185
PEAK6 Group
Illinois
$64K +$64K +1,454 New
LIA
186
LS Investment Advisors
Michigan
$63K +$3.23K +73 +5%
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K +$10.4K +236 +22%
Fuller & Thaler Asset Management
188
Fuller & Thaler Asset Management
California
$57K +$57K +1,300 New
IPC
189
Independent Portfolio Consultants
Florida
$51K -$657 -15 -1%
HCM
190
Herndon Capital Management
Georgia
$47K +$6.21K +141 +15%
SIA
191
Sit Investment Associates
Minnesota
$44K -$13.2K -300 -23%
AG
192
Advisor Group
Arizona
$43K +$43K +1,039 New
GS
193
GAM Systematic
United Kingdom
$40K -$422K -9,478 -91%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$39K – – –
IA
195
IFP Advisors
Florida
$38K +$17.5K +399 +86%
DADC
196
D.A. Davidson & Co
Montana
$36K -$1.76K -40 -5%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$32K -$9.42K -212 -23%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$22K – – –
JCM
199
Jacobi Capital Management
Pennsylvania
$14K +$14K +318 New
PCM
200
Prelude Capital Management
New York
$13K -$91K -2,100 -88%
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