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Evercore
EVR

Overview Fund Activity

268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+43
Holders Change %
+19.11%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
91
Reduced
89
Closed
20
Calls
$2.49M
Puts
$1.67M
Net Calls
+$817K
Net Calls Change
-$18K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$57.8M
2
BFA
2
BlackRock Fund Advisors
California
$212M
3
Victory Capital Management
3
Victory Capital Management
Texas
$23.4M
4
Ameriprise
4
Ameriprise
Minnesota
$36.2M
5
O
5
OppenheimerFunds
New York
$18.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$149M
2
CIP
2
Chartwell Investment Partners
Pennsylvania
$15.1M
3
JCM
3
Junto Capital Management
New York
$28.4M
4
Wells Fargo
4
Wells Fargo
California
$71.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$212M 3,088,507 +374,089 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M 2,929,579 +79,166 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$149M 2,170,955 -792,585 -27%
BIT
4
BlackRock Institutional Trust
California
$85M 1,237,589 +45,147 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$84.2M 1,225,400 +52,600 +4%
Wells Fargo
6
Wells Fargo
California
$71.1M 1,034,762 -410,459 -28%
CCM
7
Channing Capital Management
Illinois
$67.9M 988,845 +90,089 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.4M 922,251 -4,460 -0.5%
VFA
9
Virtus Fund Advisers
Connecticut
$62.4M 907,657 -14,443 -2%
State Street
10
State Street
Massachusetts
$59.1M 860,446 -1,491 -0.2%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$57.8M 841,428 +841,428 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$55M 800,826 +1,974 +0.2%
Goldman Sachs
13
Goldman Sachs
New York
$53.5M 778,867 +151,125 +24%
DCM
14
Daruma Capital Management
New York
$53M 771,905 +230,179 +42%
American Century Companies
15
American Century Companies
Missouri
$50.3M 732,706 +118,286 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$45.8M 666,952 +50,151 +8%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$38.3M 558,120 -151,913 -21%
Principal Financial Group
18
Principal Financial Group
Iowa
$37.6M 547,025 +20,446 +4%
Ameriprise
19
Ameriprise
Minnesota
$36.2M 526,286 +292,420 +125%
Franklin Resources
20
Franklin Resources
California
$35.4M 515,883 +9,134 +2%
Northern Trust
21
Northern Trust
Illinois
$33.5M 487,908 -3,247 -0.7%
PCM
22
Peregrine Capital Management
Minnesota
$29.1M 423,549 -147,543 -26%
JCM
23
Junto Capital Management
New York
$28.4M 413,498 -442,627 -52%
TA
24
Teachers Advisors
New York
$26.6M 387,347 +33,722 +10%
Macquarie Group
25
Macquarie Group
Australia
$26M 378,689 +10,174 +3%
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