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Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
201
Ruggie Capital Group
Florida
$1K – – –
KCPG
202
Kavar Capital Partners Group
Kansas
$1K – – –
GAM
203
Gemmer Asset Management
California
$1K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$1K +$250 +7 +33%
S
205
SignatureFD
Georgia
$1K +$1K +11 New
Fidelity Investments
206
Fidelity Investments
Massachusetts
– -$16.7M -308,660 Closed
SCM
207
Sandler Capital Management
New York
– -$6.32M -117,150 Closed
AP
208
AHL Partners
United Kingdom
– -$5.99M -110,966 Closed
SRCM
209
Sterling Ridge Capital Management
New York
– -$3.79M -70,296 Closed
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
– -$3.44M -63,790 Closed
Two Sigma Investments
211
Two Sigma Investments
New York
– -$1.62M -29,979 Closed
State of Tennessee, Department of Treasury
212
State of Tennessee, Department of Treasury
Tennessee
– -$1.54M -28,600 Closed
Two Sigma Advisers
213
Two Sigma Advisers
New York
– -$1.1M -20,403 Closed
EGM
214
Engineers Gate Manager
New York
– -$877K -16,247 Closed
PCM
215
Piermont Capital Management
Missouri
– -$596K -11,050 Closed
AA
216
ALPS Advisors
Colorado
– -$555K -10,283 Closed
PP
217
PDT Partners
New York
– -$552K -10,223 Closed
KJHP
218
K.J. Harrison & Partners
Ontario, Canada
– -$405K -7,500 Closed
Jennison Associates
219
Jennison Associates
New York
– -$400K -7,416 Closed
NCCM
220
Nine Chapters Capital Management
New Jersey
– -$399K -7,400 Closed
HCS
221
Harvest Capital Strategies
California
– -$364K -6,750 Closed
LNWWM
222
Laird Norton Wetherby Wealth Management
California
– -$351K -6,500 Closed
PAM
223
Princeton Alpha Management
New Jersey
– -$325K -6,023 Closed
PP
224
Paloma Partners
Connecticut
– -$313K -5,805 Closed
ProShare Advisors
225
ProShare Advisors
Maryland
– -$271K -5,028 Closed
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