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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$264M
2
AL
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
BlackRock
New York
$467M
5
JIM
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.14M
4
O
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
Principal Financial Group
Iowa
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Brown Capital Management
Maryland
$430K -$329K -4,661 -43%
IA
202
IndexIQ Advisors
New York
$429K +$429K +6,082 New
FCBT
203
First Citizens Bank & Trust
North Carolina
$425K -$49.3K -700 -10%
SFSIG
204
San Francisco Sentry Investment Group
California
$416K +$416K +5,900 New
DAM
205
Deltec Asset Management
New York
$406K – – –
ONB
206
Old National Bancorp
Indiana
$405K -$59.2K -839 -13%
AB
207
Amalgamated Bank
New York
$399K +$35.1K +498 +10%
Simplex Trading
208
Simplex Trading
Illinois
$390K +$390K +5,537 New
BCM
209
Bridgeway Capital Management
Texas
$388K +$388K +5,500 New
TC
210
Telemus Capital
Michigan
$386K +$33.4K +473 +9%
CONA
211
Capital One National Association
New York
$384K +$384K +5,453 New
PI
212
PineBridge Investments
New York
$381K +$20.7K +294 +6%
QT
213
Quantbot Technologies
New York
$370K +$22K +312 +6%
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
$364K -$364K -5,172 -50%
FM
215
Forward Management
California
$355K -$35K -496 -9%
GAM
216
Gotham Asset Management
New York
$355K +$355K +5,039 New
VI
217
Versor Investments
New York
$346K +$346K +4,908 New
CMBA
218
C.M. Bidwell & Associates
Hawaii
$341K +$118K +1,670 +53%
CIM
219
CIM Investment Management
Pennsylvania
$335K -$10.2K -144 -3%
MAM
220
Meeder Asset Management
Ohio
$309K +$19.9K +283 +7%
RG
221
Renaissance Group
Kentucky
$309K +$309K +4,383 New
PTC
222
Petrus Trust Company
Texas
$309K +$309K +4,387 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$307K -$4.66K -66 -1%
JG
224
Jefferies Group
New York
$299K +$299K +4,239 New
ProShare Advisors
225
ProShare Advisors
Maryland
$298K -$83.3K -1,181 -22%
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