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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
BlackRock
New York
$499M
2
Invesco
Invesco
Georgia
$55.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
American Century Companies
Missouri
$74.7M
5
PAM
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$120M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$39.4M
4
Wells Fargo
Wells Fargo
California
$63.1M
5
Franklin Resources
Franklin Resources
California
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$414K +$59.6K +765 +17%
AB
202
Amalgamated Bank
New York
$402K -$467 -6 -0.1%
PI
203
PineBridge Investments
New York
$398K +$8.1K +104 +2%
TC
204
Telemus Capital
Michigan
$390K +$390K +5,000 New
QT
205
Quantbot Technologies
New York
$385K +$385K +4,946 New
First Trust Advisors
206
First Trust Advisors
Illinois
$384K +$384K +4,924 New
CIM
207
CIM Investment Management
Pennsylvania
$381K – – –
GCA
208
Gideon Capital Advisors
New York
$358K +$358K +4,595 New
TC
209
TFS Capital
Pennsylvania
$350K +$350K +4,499 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$344K +$344K +4,419 New
GS
211
GAM Systematic
United Kingdom
$339K +$339K +4,350 New
SOADOR
212
State of Alaska Department of Revenue
Alaska
$338K +$9.35K +120 +3%
N
213
Natixis
France
$335K +$6.23K +80 +2%
WEC
214
Winslow Evans & Crocker
Massachusetts
$331K +$331K +4,250 New
MAM
215
Meeder Asset Management
Ohio
$320K +$320K +4,101 New
RJFSA
216
Raymond James Financial Services Advisors
Florida
$315K +$59.9K +770 +23%
Verition Fund Management
217
Verition Fund Management
Connecticut
$292K -$417K -5,354 -59%
CG
218
Caprock Group
Idaho
$287K +$287K +3,685 New
OCG
219
Opus Capital Group
Ohio
$284K +$284K +3,638 New
SCM
220
Shelton Capital Management
Colorado
$281K +$22.7K +292 +9%
YMRC
221
Yorktown Management & Research Company
Virginia
$273K – – –
Wolverine Trading
222
Wolverine Trading
Illinois
$268K -$435K -5,603 -62%
AIP
223
Ameritas Investment Partners
Nebraska
$263K – – –
TSS
224
Two Sigma Securities
New York
$262K -$246K -3,162 -48%
BHWM
225
Bar Harbor Wealth Management
New Hampshire
$262K -$26.8K -345 -9%
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