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Evercore
EVR

Overview Fund Activity

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$264M
2
AL
2
AJO LP
Pennsylvania
$38.9M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$36.2M
4
BlackRock
4
BlackRock
New York
$467M
5
JIM
5
Jupiter Investment Management
United Kingdom
$16.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$25.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.14M
4
O
4
OppenheimerFunds
New York
$1.22M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$467M 6,621,562 +222,311 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$264M 3,749,865 +630,238 +20%
Renaissance Technologies
3
Renaissance Technologies
New York
$92.8M 1,316,100 +80,100 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.3M 1,096,362 +63,028 +6%
American Century Companies
5
American Century Companies
Missouri
$73.3M 1,039,596 +80,120 +8%
State Street
6
State Street
Massachusetts
$71.4M 1,012,384 +77,176 +8%
VFA
7
Virtus Fund Advisers
Connecticut
$62.8M 877,762 -14,639 -2%
CCM
8
Channing Capital Management
Illinois
$58.8M 834,520 -28,992 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$53.9M 764,448 -780,847 -51%
Invesco
10
Invesco
Georgia
$53.1M 752,483 +39,413 +6%
DCM
11
Daruma Capital Management
New York
$49.9M 707,370 -23,595 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$46.8M 664,276 -657 -0.1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$44.4M 630,188 -107,202 -15%
PAM
14
Panagora Asset Management
Massachusetts
$41.3M 585,373 +53,171 +10%
AL
15
AJO LP
Pennsylvania
$38.9M 551,780 +501,018 +987%
Northern Trust
16
Northern Trust
Illinois
$37.7M 534,249 +39,719 +8%
Bank of America
17
Bank of America
North Carolina
$37.1M 526,594 +91,166 +21%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$36.6M 519,374 -170,806 -25%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$36.2M 514,151 +312,400 +155%
Norges Bank
20
Norges Bank
Norway
$36.2M 513,441 +187,960 +58%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$35.8M 508,259 +57,101 +13%
Ameriprise
22
Ameriprise
Minnesota
$35.8M 507,535 -10,350 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$34.7M 491,839 +59,985 +14%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$33.6M 476,899 +114,841 +32%
Goldman Sachs
25
Goldman Sachs
New York
$33.5M 475,213 -30,471 -6%
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