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Evercore
EVR

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$138M
2
Citadel Advisors
2
Citadel Advisors
Florida
$28M
3
Macquarie Group
3
Macquarie Group
Australia
$36.8M
4
JCM
4
Junto Capital Management
New York
$40.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$48.1M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$54.3M
2
Invesco
2
Invesco
Georgia
$3.7M
3
CM
3
Castleark Management
Illinois
$0
4
PCM
4
Palisade Capital Management
New Jersey
$2.44M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$138M 3,114,472 +1,143,483 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M 2,825,192 +44,554 +2%
BFA
3
BlackRock Fund Advisors
California
$112M 2,542,520 +193,359 +8%
Wells Fargo
4
Wells Fargo
California
$95.7M 2,164,927 -150,374 -6%
AIM
5
abrdn Investment Management
United Kingdom
$54.3M 1,228,622 -1,125,744 -48%
Renaissance Technologies
6
Renaissance Technologies
New York
$48.1M 1,087,700 +219,700 +25%
BIT
7
BlackRock Institutional Trust
California
$45.4M 1,027,795 +76,851 +8%
VFA
8
Virtus Fund Advisers
Connecticut
$41.2M 944,900 -41,831 -4%
JCM
9
Junto Capital Management
New York
$40.7M 921,454 +464,500 +102%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$40.1M 908,411 +16,754 +2%
CCM
11
Channing Capital Management
Illinois
$39.5M 893,723 -32,628 -4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$39.2M 887,195 +151,642 +21%
Macquarie Group
13
Macquarie Group
Australia
$36.8M 831,748 +488,807 +143%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$35.5M 803,500 +110,418 +16%
State Street
15
State Street
Massachusetts
$35M 791,213 +42,549 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$28M 634,043 +495,029 +356%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.5M 599,886 -44,166 -7%
Calamos Advisors
18
Calamos Advisors
Illinois
$23.9M 541,929 -203,254 -27%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.1M 522,314 +1,340 +0.3%
Franklin Resources
20
Franklin Resources
California
$22.4M 507,065 -52,303 -9%
Northern Trust
21
Northern Trust
Illinois
$21.9M 494,854 +46,695 +10%
Morgan Stanley
22
Morgan Stanley
New York
$21.3M 480,857 +66,567 +16%
CIP
23
Chartwell Investment Partners
Pennsylvania
$15.5M 351,458 -110,910 -24%
Norges Bank
24
Norges Bank
Norway
$14.9M 337,043 – –
PAM
25
Panagora Asset Management
Massachusetts
$13.9M 314,714 +13,689 +5%
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