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Evercore
EVR

Overview Fund Activity

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K

Top Buyers

1
BlackRock
1
BlackRock
New York
$499M
2
Invesco
2
Invesco
Georgia
$55.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$38.1M
4
American Century Companies
4
American Century Companies
Missouri
$74.7M
5
PAM
5
Panagora Asset Management
Massachusetts
$41.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$120M
2
JCM
2
Junto Capital Management
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$39.4M
4
Wells Fargo
4
Wells Fargo
California
$63.1M
5
Franklin Resources
5
Franklin Resources
California
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$499M 6,399,251 +6,383,523 +40,587%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M 3,119,627 +190,048 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$120M 1,545,295 -625,660 -29%
Renaissance Technologies
4
Renaissance Technologies
New York
$96.3M 1,236,000 +10,600 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.5M 1,033,334 +111,083 +12%
American Century Companies
6
American Century Companies
Missouri
$74.7M 959,476 +226,770 +31%
State Street
7
State Street
Massachusetts
$72.9M 935,208 +74,762 +9%
VFA
8
Virtus Fund Advisers
Connecticut
$69.5M 892,401 -15,256 -2%
CCM
9
Channing Capital Management
Illinois
$67.3M 863,512 -125,333 -13%
Wells Fargo
10
Wells Fargo
California
$63.1M 809,866 -224,896 -22%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$57.4M 737,390 -63,436 -8%
DCM
12
Daruma Capital Management
New York
$56.9M 730,965 -40,940 -5%
Invesco
13
Invesco
Georgia
$55.5M 713,070 +636,110 +827%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$53.8M 690,180 -151,248 -18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$51.8M 664,933 -2,019 -0.3%
Principal Financial Group
16
Principal Financial Group
Iowa
$44.2M 567,017 +19,992 +4%
PAM
17
Panagora Asset Management
Massachusetts
$41.5M 532,202 +216,678 +69%
Ameriprise
18
Ameriprise
Minnesota
$40.3M 517,885 -8,401 -2%
Goldman Sachs
19
Goldman Sachs
New York
$39.4M 505,684 -273,183 -35%
Northern Trust
20
Northern Trust
Illinois
$38.5M 494,530 +6,622 +1%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$38.1M 489,541 +348,043 +246%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$35.1M 451,158 -106,962 -19%
Bank of America
23
Bank of America
North Carolina
$33.9M 435,428 +178,978 +70%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$33.6M 431,854 +107,387 +33%
Victory Capital Management
25
Victory Capital Management
Texas
$32.3M 414,420 +74,248 +22%
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