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Evercore

227 hedge funds and large institutions have $1.83B invested in Evercore in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
35
Increased
95
Reduced
72
Closed
29
Calls
$2.58M
Puts
$745K
Net Calls
+$1.84M
Net Calls Change
-$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$144M 2,780,638 +66,375 +2%
AIM
2
abrdn Investment Management
United Kingdom
$122M 2,354,366 -608,419 -21%
BFA
3
BlackRock Fund Advisors
California
$122M 2,349,161 -140,439 -6%
Wells Fargo
4
Wells Fargo
California
$120M 2,315,301 -250,083 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$102M 1,970,989 -24,028 -1%
VFA
6
Virtus Fund Advisers
Connecticut
$51.1M 986,731 +74,092 +8%
BIT
7
BlackRock Institutional Trust
California
$49.2M 950,944 +4,765 +0.5%
CCM
8
Channing Capital Management
Illinois
$47.9M 926,351 +5,258 +0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$46.1M 891,657 +82,114 +10%
Renaissance Technologies
10
Renaissance Technologies
New York
$44.9M 868,000 +283,600 +49%
State Street
11
State Street
Massachusetts
$38.7M 748,664 +19,161 +3%
Calamos Advisors
12
Calamos Advisors
Illinois
$38.6M 745,183 +4,713 +0.6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$38.1M 735,553 -52,368 -7%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$35.9M 693,082 +29,525 +4%
Invesco
15
Invesco
Georgia
$34.8M 671,973 -29,882 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$33.3M 644,052 +27,519 +4%
Franklin Resources
17
Franklin Resources
California
$28.9M 559,368 -82,850 -13%
Principal Financial Group
18
Principal Financial Group
Iowa
$27M 520,974 +18,348 +4%
CIP
19
Chartwell Investment Partners
Pennsylvania
$23.9M 462,368 +42,056 +10%
JCM
20
Junto Capital Management
New York
$23.6M 456,954 -101,880 -18%
Northern Trust
21
Northern Trust
Illinois
$23.2M 448,159 -13,353 -3%
Morgan Stanley
22
Morgan Stanley
New York
$21.4M 414,290 -19,239 -4%
Macquarie Group
23
Macquarie Group
Australia
$17.7M 342,941 +11,005 +3%
Norges Bank
24
Norges Bank
Norway
$17.4M 337,043
FMA
25
Fiduciary Management Associates
Illinois
$16.7M 323,163 -167,585 -34%