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Evercore
EVR

Overview Fund Activity

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K

Top Buyers

1
PCM
1
Peregrine Capital Management
Minnesota
$29.4M
2
DCM
2
Daruma Capital Management
New York
$27.9M
3
CIP
3
Chartwell Investment Partners
Pennsylvania
$44.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.3M
5
American Century Companies
5
American Century Companies
Missouri
$31.6M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$19.1M
2
Wells Fargo
2
Wells Fargo
California
$74.4M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$0
4
Macquarie Group
4
Macquarie Group
Australia
$19M
5
O
5
OppenheimerFunds
New York
$626K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$153M 2,963,540 -150,932 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M 2,850,413 +25,221 +0.9%
BFA
3
BlackRock Fund Advisors
California
$140M 2,714,418 +171,898 +7%
Wells Fargo
4
Wells Fargo
California
$74.4M 1,445,221 -719,706 -33%
BIT
5
BlackRock Institutional Trust
California
$61.4M 1,192,442 +164,647 +16%
Renaissance Technologies
6
Renaissance Technologies
New York
$60.4M 1,172,800 +85,100 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$47.7M 926,711 +18,300 +2%
VFA
8
Virtus Fund Advisers
Connecticut
$47.5M 922,100 -22,800 -2%
CCM
9
Channing Capital Management
Illinois
$46.3M 898,756 +5,033 +0.6%
State Street
10
State Street
Massachusetts
$44.4M 861,937 +70,724 +9%
CIP
11
Chartwell Investment Partners
Pennsylvania
$44.1M 857,085 +505,627 +144%
JCM
12
Junto Capital Management
New York
$44.1M 856,125 -65,329 -7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$41.2M 798,852 -88,343 -10%
Goldman Sachs
14
Goldman Sachs
New York
$32.3M 627,742 +446,302 +246%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$31.8M 616,801 +16,915 +3%
American Century Companies
16
American Century Companies
Missouri
$31.6M 614,420 +348,574 +131%
PCM
17
Peregrine Capital Management
Minnesota
$29.4M 571,092 +571,092 New
DCM
18
Daruma Capital Management
New York
$27.9M 541,726 +541,726 New
Principal Financial Group
19
Principal Financial Group
Iowa
$27.1M 526,579 +4,265 +0.8%
Morgan Stanley
20
Morgan Stanley
New York
$26.4M 513,156 +32,299 +7%
Franklin Resources
21
Franklin Resources
California
$26.1M 506,749 -316 -0.1%
Citadel Advisors
22
Citadel Advisors
Florida
$25.4M 492,889 -141,154 -22%
Northern Trust
23
Northern Trust
Illinois
$25.3M 491,155 -3,699 -0.7%
AIM
24
abrdn Investment Management
United Kingdom
$19.1M 371,037 -857,585 -70%
Macquarie Group
25
Macquarie Group
Australia
$19M 368,515 -463,233 -56%
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