EVR icon

Evercore
EVR

Overview Fund Activity

203 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
31
Increased
89
Reduced
63
Closed
20
Calls
$1.12M
Puts
$868K
Net Calls
+$252K
Net Calls Change
+$364K

Top Buyers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
Wells Fargo
5
Wells Fargo
California
$51M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.1M
4
Millennium Management
4
Millennium Management
New York
$46.3M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
1
abrdn Investment Management
United Kingdom
$166M 3,211,074 +33,157 +1%
BFA
2
BlackRock Fund Advisors
California
$115M 2,231,874 +130,438 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M 2,142,359 +63,806 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$51.6M 998,969 +101,592 +11%
Wells Fargo
5
Wells Fargo
California
$51M 987,623 +191,273 +24%
VFA
6
Virtus Fund Advisers
Connecticut
$48.5M 938,188 -24,603 -3%
Millennium Management
7
Millennium Management
New York
$46.3M 896,020 -301,218 -25%
BIT
8
BlackRock Institutional Trust
California
$44.4M 859,800 -62,330 -7%
Invesco
9
Invesco
Georgia
$43.7M 845,020 +8,873 +1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$42.3M 819,675 +20,294 +3%
CCM
11
Channing Capital Management
Illinois
$41.1M 795,556 +167,116 +27%
State Street
12
State Street
Massachusetts
$36.7M 710,092 +8,610 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$35.6M 689,023 +51,615 +8%
Morgan Stanley
14
Morgan Stanley
New York
$33.3M 645,199 +348,000 +117%
PIM
15
Perkins Investment Management
Illinois
$28.2M 546,139 +4,439 +0.8%
Calamos Advisors
16
Calamos Advisors
Illinois
$27.8M 537,764 +525,364 +4,237%
Franklin Resources
17
Franklin Resources
California
$27.6M 535,133 +87,374 +20%
FMA
18
Fiduciary Management Associates
Illinois
$25.1M 484,890 +105,475 +28%
WC
19
Weatherbie Capital
Massachusetts
$24.5M 474,883 -5,339 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$24.1M 467,278 +27,259 +6%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$22.8M 440,840 +218,478 +98%
Renaissance Technologies
22
Renaissance Technologies
New York
$22.7M 439,400 +249,300 +131%
Northern Trust
23
Northern Trust
Illinois
$21.5M 417,056 +8,327 +2%
IIM
24
Ivory Investment Management
New York
$20.2M 390,128 -132,085 -25%
TA
25
Teachers Advisors
New York
$19.8M 382,750 +98,787 +35%
1
2 3 4 5