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Evercore
EVR

Overview Fund Activity

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$108M
2
JCM
2
Junto Capital Management
New York
$30.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M
4
BFA
4
BlackRock Fund Advisors
California
$135M
5
O
5
OppenheimerFunds
New York
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.42M
2
PIM
2
Perkins Investment Management
Illinois
$8.89M
3
Franklin Resources
3
Franklin Resources
California
$34.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$35.9M
5
IIM
5
Ivory Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
1
abrdn Investment Management
United Kingdom
$160M 2,962,785 -66,093 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M 2,714,263 +355,098 +15%
Wells Fargo
3
Wells Fargo
California
$139M 2,565,384 +165,051 +7%
BFA
4
BlackRock Fund Advisors
California
$135M 2,489,600 +287,635 +13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$108M 1,995,017 +750,583 +60%
BIT
6
BlackRock Institutional Trust
California
$51.2M 946,179 +64,305 +7%
CCM
7
Channing Capital Management
Illinois
$49.8M 921,093 +80,461 +10%
VFA
8
Virtus Fund Advisers
Connecticut
$49.3M 912,639 -26,305 -3%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$48M 888,647 +166,416 +23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$43.8M 809,543 +64,112 +9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$42.6M 787,921 +92,318 +13%
Calamos Advisors
12
Calamos Advisors
Illinois
$40M 740,470 +61,717 +9%
State Street
13
State Street
Massachusetts
$39.4M 729,503 +33,263 +5%
Invesco
14
Invesco
Georgia
$38M 701,855 -89,650 -11%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$35.9M 663,557 -154,961 -19%
Franklin Resources
16
Franklin Resources
California
$34.7M 642,218 -160,492 -20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.3M 616,533 +61,720 +11%
Renaissance Technologies
18
Renaissance Technologies
New York
$31.6M 584,400 +109,500 +23%
JCM
19
Junto Capital Management
New York
$30.2M 558,834 +558,834 New
Principal Financial Group
20
Principal Financial Group
Iowa
$27.2M 502,626 +93,386 +23%
FMA
21
Fiduciary Management Associates
Illinois
$26.5M 490,748 +40,000 +9%
Northern Trust
22
Northern Trust
Illinois
$25M 461,512 +35,761 +8%
Morgan Stanley
23
Morgan Stanley
New York
$23.4M 433,529 -4,235 -1%
CIP
24
Chartwell Investment Partners
Pennsylvania
$22.7M 420,312 -11,418 -3%
UBS Group
25
UBS Group
Switzerland
$20.3M 376,062 +41,207 +12%
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