EVR icon

Evercore
EVR

Overview Fund Activity

204 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
37
Increased
77
Reduced
67
Closed
28
Calls
$1.58M
Puts
$1.62M
Net Calls
-$43K
Net Calls Change
-$4.35M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$36.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34.9M
5
MCM
5
Maltese Capital Management
New York
$7.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
PIM
4
Perkins Investment Management
Illinois
$16.9M
5
Millennium Management
5
Millennium Management
New York
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
1
abrdn Investment Management
United Kingdom
$152M 3,028,878 -94,621 -3%
Wells Fargo
2
Wells Fargo
California
$121M 2,400,333 +1,060,166 +79%
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M 2,359,165 -12,893 -0.5%
BFA
4
BlackRock Fund Advisors
California
$111M 2,201,965 -28,827 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$62.5M 1,244,434 +281,994 +29%
VFA
6
Virtus Fund Advisers
Connecticut
$47.2M 938,944 -35,096 -4%
BIT
7
BlackRock Institutional Trust
California
$44.3M 881,874 -32,360 -4%
CCM
8
Channing Capital Management
Illinois
$42.2M 840,632 +42,268 +5%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$41.1M 818,518 -3,147 -0.4%
Franklin Resources
10
Franklin Resources
California
$40.3M 802,710 +10,843 +1%
Invesco
11
Invesco
Georgia
$39.8M 791,505 +92 +0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$37.5M 745,431 +32,368 +5%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$36.3M 722,231 +722,231 New
State Street
14
State Street
Massachusetts
$35M 696,240 -20,666 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$34.9M 695,603 +194,593 +39%
Calamos Advisors
16
Calamos Advisors
Illinois
$34.1M 678,753 -3,842 -0.6%
Millennium Management
17
Millennium Management
New York
$29.7M 591,746 -152,347 -20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$27.9M 554,813 +68,804 +14%
Renaissance Technologies
19
Renaissance Technologies
New York
$23.9M 474,900 -103,700 -18%
FMA
20
Fiduciary Management Associates
Illinois
$22.6M 450,748 -39,420 -8%
Morgan Stanley
21
Morgan Stanley
New York
$22M 437,764 -66,075 -13%
CIP
22
Chartwell Investment Partners
Pennsylvania
$21.7M 431,730 -5,425 -1%
Northern Trust
23
Northern Trust
Illinois
$21.4M 425,751 +13,930 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$20.6M 409,240 -3,977 -1%
American Century Companies
25
American Century Companies
Missouri
$17M 337,538 +11,406 +3%
1
2 3 4 5