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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
DCM
Daruma Capital Management
New York
$27.9M
2
CIP
Chartwell Investment Partners
Pennsylvania
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$32.3M
4
American Century Companies
American Century Companies
Missouri
$31.6M
5
HCM
Highbridge Capital Management
New York
$12.5M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
Wells Fargo
California
$74.4M
3
Calamos Advisors
Calamos Advisors
Illinois
$0
4
Macquarie Group
Macquarie Group
Australia
$19M
5
O
OppenheimerFunds
New York
$626K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
176
Trexquant Investment
Connecticut
$237K -$1.11M -21,500 -82%
AB
177
Amalgamated Bank
New York
$232K -$618 -12 -0.3%
BCM
178
Bridgeway Capital Management
Texas
$227K +$227K +4,400 New
HI
179
HBK Investments
Texas
$221K +$221K +4,300 New
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$220K -$65.8K -1,277 -23%
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$216K -$553K -10,782 -72%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$204K +$204K +3,968 New
SEI Investments
183
SEI Investments
Pennsylvania
$196K -$54.4K -1,053 -22%
AIM
184
Acrospire Investment Management
Illinois
$182K +$56.8K +1,100 +45%
AAM
185
Advisors Asset Management
Colorado
$153K +$148K +2,870 +3,154%
Fuller & Thaler Asset Management
186
Fuller & Thaler Asset Management
California
$134K +$67K +1,300 +100%
Acadian Asset Management
187
Acadian Asset Management
Massachusetts
$104K +$92.7K +1,780 +820%
FMT
188
First Mercantile Trust
Tennessee
$91K -$26.2K -510 -22%
Victory Capital Management
189
Victory Capital Management
Texas
$85K -$8.7K -169 -9%
RCM
190
Riverhead Capital Management
Delaware
$82K -$275K -5,363 -77%
SO
191
STRS Ohio
Ohio
$77K -$30.8K -600 -29%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$77K +$10K +194 +15%
LIA
193
LS Investment Advisors
Michigan
$73K – – –
GS
194
GAM Systematic
United Kingdom
$54K +$7.86K +153 +17%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$54K +$8.67K +169 +19%
SIA
196
Sit Investment Associates
Minnesota
$52K – – –
PCM
197
Prelude Capital Management
New York
$52K +$36.4K +700 +233%
BJ
198
BlackRock Japan
Japan
$52K +$52K +1,016 New
IPC
199
Independent Portfolio Consultants
Florida
$44K -$16.3K -315 -27%
DADC
200
D.A. Davidson & Co
Montana
$42K – – –
6 7
8
9 10