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Evercore
EVR

Overview Fund Activity

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$51.9M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$24.2M
3
Wells Fargo
3
Wells Fargo
California
$72.3M
4
Franklin Resources
4
Franklin Resources
California
$42.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$128M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
HCM
2
Highbridge Capital Management
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
BA
4
BlackRock Advisors
Delaware
$1.23M
5
WC
5
Weatherbie Capital
Massachusetts
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
1
abrdn Investment Management
United Kingdom
$169M 3,123,499 -87,575 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M 2,372,058 +229,699 +11%
BFA
3
BlackRock Fund Advisors
California
$120M 2,230,792 -1,082 -0%
Wells Fargo
4
Wells Fargo
California
$72.3M 1,340,167 +352,544 +36%
VFA
5
Virtus Fund Advisers
Connecticut
$52.6M 974,040 +35,852 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$51.9M 962,440 +600,236 +166%
BIT
7
BlackRock Institutional Trust
California
$49.3M 914,234 +54,434 +6%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$44.3M 821,665 +1,990 +0.2%
CCM
9
Channing Capital Management
Illinois
$43.1M 798,364 +2,808 +0.4%
Franklin Resources
10
Franklin Resources
California
$42.7M 791,867 +256,734 +48%
Invesco
11
Invesco
Georgia
$42.7M 791,413 -53,607 -6%
Millennium Management
12
Millennium Management
New York
$40.2M 744,093 -151,927 -17%
State Street
13
State Street
Massachusetts
$38.7M 716,906 +6,814 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$38.5M 713,063 +24,040 +3%
Calamos Advisors
15
Calamos Advisors
Illinois
$36.8M 682,595 +144,831 +27%
PIM
16
Perkins Investment Management
Illinois
$31.2M 578,749 +32,610 +6%
Renaissance Technologies
17
Renaissance Technologies
New York
$31.2M 578,600 +139,200 +32%
Morgan Stanley
18
Morgan Stanley
New York
$27.2M 503,839 -141,360 -22%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$27M 501,010 +60,170 +14%
FMA
20
Fiduciary Management Associates
Illinois
$26.5M 490,168 +5,278 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.2M 486,009 +18,731 +4%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$24.2M 448,020 +448,020 New
CIP
23
Chartwell Investment Partners
Pennsylvania
$23.6M 437,155 +175,212 +67%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.3M 413,217 +140,830 +52%
Citadel Advisors
25
Citadel Advisors
Florida
$22.3M 412,564 +178,805 +76%
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