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Evercore
EVR

Overview Fund Activity

268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+43
Holders Change %
+19.11%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
91
Reduced
89
Closed
20
Calls
$2.49M
Puts
$1.67M
Net Calls
+$817K
Net Calls Change
-$18K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$57.8M
2
BFA
2
BlackRock Fund Advisors
California
$212M
3
Victory Capital Management
3
Victory Capital Management
Texas
$23.4M
4
Ameriprise
4
Ameriprise
Minnesota
$36.2M
5
O
5
OppenheimerFunds
New York
$18.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$149M
2
CIP
2
Chartwell Investment Partners
Pennsylvania
$15.1M
3
JCM
3
Junto Capital Management
New York
$28.4M
4
Wells Fargo
4
Wells Fargo
California
$71.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
201
Barclays
United Kingdom
$406K +$89.9K +1,305 +28%
DAM
202
Deltec Asset Management
New York
$396K -$5.23K -76 -1%
CG
203
Clinton Group
New York
$379K +$379K +5,524 New
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$378K -$179K -2,600 -32%
FM
205
Forward Management
California
$364K -$643K -9,351 -64%
AB
206
Amalgamated Bank
New York
$355K +$45.6K +664 +15%
PI
207
PineBridge Investments
New York
$344K +$5.22K +76 +2%
CIM
208
CIM Investment Management
Pennsylvania
$336K – – –
SEI Investments
209
SEI Investments
Pennsylvania
$335K +$74.1K +1,077 +28%
SG Americas Securities
210
SG Americas Securities
New York
$312K -$164K -2,396 -35%
N
211
Natixis
France
$290K +$290K +4,223 New
SOADOR
212
State of Alaska Department of Revenue
Alaska
$289K +$289K +4,220 New
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$268K +$225K +3,250 +519%
BHWM
214
Bar Harbor Wealth Management
New Hampshire
$255K -$17.6K -256 -6%
CMBA
215
C.M. Bidwell & Associates
Hawaii
$252K +$252K +3,675 New
GAM
216
Gotham Asset Management
New York
$244K +$244K +3,551 New
PTC
217
Petrus Trust Company
Texas
$242K -$229K -3,334 -49%
YMRC
218
Yorktown Management & Research Company
Virginia
$240K -$103K -1,500 -30%
AIP
219
Ameritas Investment Partners
Nebraska
$232K +$232K +3,372 New
SCM
220
Shelton Capital Management
Colorado
$228K +$228K +3,316 New
RJFSA
221
Raymond James Financial Services Advisors
Florida
$225K +$225K +3,278 New
AIM
222
Acrospire Investment Management
Illinois
$215K -$27.5K -400 -11%
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$211K -$81.7K -1,192 -28%
FBT
224
First Bank & Trust
South Dakota
$200K +$200K +2,903 New
PCM
225
Prelude Capital Management
New York
$185K +$116K +1,700 +170%
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9
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