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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 %
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$11K -$4.88K -113 -31%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$10K – – –
OFS
203
Orrstown Financial Services
Pennsylvania
$9K +$9K +200 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$8K -$164K -3,589 -95%
S
205
SignatureFD
Georgia
$8K -$463 -11 -5%
CG
206
Cutler Group
California
$8K +$8K +194 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$7K +$4.63K +117 +195%
TDC
208
Thompson Davis & Co
Virginia
$6K – – –
SWA
209
Sutton Wealth Advisors
Florida
$4.38K -$20.6K -466 -82%
KT
210
Kanaly Trust
Texas
$4K -$518 -11 -11%
AAM
211
Advisors Asset Management
Colorado
$4K +$4K +91 New
MFW
212
Mosaic Family Wealth
Missouri
$3K – – –
PMFA
213
Plante Moran Financial Advisors
Michigan
$2K -$769 -15 -28%
CFG
214
Citizens Financial Group
Rhode Island
$2K -$85 -2 -4%
DAM
215
Delta Asset Management
Tennessee
$2K – – –
VCM
216
Vigilant Capital Management
Maine
$2K +$2K +54 New
MFS
217
MSI Financial Services
Massachusetts
$1K -$12.7K -254 -93%
FPFS
218
First Personal Financial Services
North Carolina
$1K +$1K +17 New
WP
219
WealthPLAN Partners
Nebraska
$11 +$11 +250 New
CM
220
Castleark Management
Illinois
– -$9.99M -192,956 Closed
SI
221
Scout Investments
Missouri
– -$8.36M -161,464 Closed
GAM
222
Gotham Asset Management
New York
– -$6.5M -125,603 Closed
PC
223
Pier Capital
Connecticut
– -$5.63M -108,848 Closed
FAM
224
Fred Alger Management
New York
– -$3.07M -59,324 Closed
EI
225
EAM Investors
California
– -$2.63M -50,823 Closed
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