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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 %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$46K – – –
DADC
202
D.A. Davidson & Co
Montana
$44K +$205 +4 +0.5%
IA
203
IFP Advisors
Florida
$43K -$124K -1,342 -74%
Simplex Trading
204
Simplex Trading
Illinois
$34K -$13.5K -266 -28%
ASN
205
Advisory Services Network
Georgia
$33K +$33K +632 New
SWA
206
Sutton Wealth Advisors
Florida
$29.2K +$29.2K +565 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$26K +$26K +500 New
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$19K +$10.3K +200 +119%
MFS
209
MSI Financial Services
Massachusetts
$14K +$3.32K +65 +31%
Geode Capital Management
210
Geode Capital Management
Massachusetts
$13.1K +$1.13K +21,875 +9%
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$12K – – –
Creative Planning
212
Creative Planning
Kansas
$10K – – –
S
213
SignatureFD
Georgia
$10K +$9.45K +190 +1,727%
TDC
214
Thompson Davis & Co
Virginia
$7K -$156 -3 -2%
Nuveen Asset Management
215
Nuveen Asset Management
Illinois
$6.67K +$515 +9,943 +8%
KT
216
Kanaly Trust
Texas
$5K -$521 -10 -9%
GWM
217
Gupta Wealth Management
California
$5K +$5K +89 New
DAM
218
Delta Asset Management
Tennessee
$3K – – –
CFG
219
Citizens Financial Group
Rhode Island
$3K +$1.59K +26 +113%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.5K +50 +500%
PMFA
221
Plante Moran Financial Advisors
Michigan
$3K +$3K +54 New
HNB
222
Huntington National Bank
Ohio
$2K -$1.31K -21 -40%
MFW
223
Mosaic Family Wealth
Missouri
$2K – – –
SGAM
224
Smith Group Asset Management
Texas
$1K -$12K -289 -92%
Lord, Abbett & Co
225
Lord, Abbett & Co
New Jersey
– -$48M -888,647 Closed
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