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Evercore
EVR

Overview Fund Activity

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.9M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.2M
3
Wells Fargo
Wells Fargo
California
$72.3M
4
Franklin Resources
Franklin Resources
California
$42.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$128M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
HCM
Highbridge Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
BA
BlackRock Advisors
Delaware
$1.23M
5
WC
Weatherbie Capital
Massachusetts
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Penn Capital Management
Pennsylvania
– -$4.96M -96,098 Closed
WI
202
WBI Investments
New Jersey
– -$4.81M -93,123 Closed
Jacobs Levy Equity Management
203
Jacobs Levy Equity Management
New Jersey
– -$3.78M -73,179 Closed
DIA
204
Denver Investment Advisors
Colorado
– -$3.78M -73,134 Closed
UOC
205
UBS O'Connor
Illinois
– -$2.42M -46,786 Closed
EMG
206
Ellington Management Group
Connecticut
– -$2.03M -39,300 Closed
SCM
207
Stevens Capital Management
Pennsylvania
– -$1.96M -37,943 Closed
TI
208
Trexquant Investment
Connecticut
– -$1.46M -28,180 Closed
DTL
209
Dynamic Technology Lab
Singapore
– -$625K -12,097 Closed
Tudor Investment Corp
210
Tudor Investment Corp
Connecticut
– -$614K -11,893 Closed
CSS
211
Cubist Systematic Strategies
Connecticut
– -$575K -11,126 Closed
GCP
212
GSA Capital Partners
United Kingdom
– -$503K -9,734 Closed
AL
213
Airain Ltd
Guernsey
– -$469K -9,076 Closed
ASN
214
Advisory Services Network
Georgia
– -$426K -8,596 Closed
HCA
215
Harbour Capital Advisors
Virginia
– -$404K -7,825 Closed
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
– -$363K -7,020 Closed
WBC
217
Westpac Banking Corp
Australia
– -$414K -6,124 Closed
Nomura Holdings
218
Nomura Holdings
Japan
– -$311K -6,012 Closed
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
– -$280K -5,426 Closed
PG
220
PEAK6 Group
Illinois
– -$254K -4,911 Closed
VKH
221
Virtu KCG Holdings
New York
– -$245K -4,736 Closed
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
– -$167K -3,231 Closed
QT
223
Quantbot Technologies
New York
– -$155K -3,004 Closed
FNYS
224
First New York Securities
New York
– -$77.5K -1,500 Closed
TRCT
225
Tower Research Capital (TRC)
New York
– -$67K -1,298 Closed
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