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Evercore
EVR

Overview Fund Activity

295 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$42.7M
2
MCM
2
McKinley Capital Management
Alaska
$16.1M
3
JIM
3
Jupiter Investment Management
United Kingdom
$29.7M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$9.78M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$17M

Top Sellers

1
BlackRock
1
BlackRock
New York
$478M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$82.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$48.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$478M 5,960,808 -660,754 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M 3,707,434 -42,431 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.5M 1,103,089 +6,727 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$82.5M 1,027,500 -288,600 -22%
American Century Companies
5
American Century Companies
Missouri
$81.8M 1,018,793 -20,803 -2%
State Street
6
State Street
Massachusetts
$78.7M 980,286 -32,098 -3%
VFA
7
Virtus Fund Advisers
Connecticut
$69.8M 869,262 -8,500 -1%
CCM
8
Channing Capital Management
Illinois
$68M 846,980 +12,460 +1%
Invesco
9
Invesco
Georgia
$64.9M 808,364 +55,881 +7%
DCM
10
Daruma Capital Management
New York
$52.6M 655,896 -51,474 -7%
PAM
11
Panagora Asset Management
Massachusetts
$49.9M 621,249 +35,876 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.8M 620,961 -43,315 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$48.3M 602,419 -162,029 -21%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$44.4M 553,606 -76,582 -12%
AL
15
AJO LP
Pennsylvania
$43M 535,223 -16,557 -3%
GT
16
Glenmede Trust
Pennsylvania
$42.7M 532,489 +512,198 +2,524%
Bank of America
17
Bank of America
North Carolina
$42.3M 527,292 +698 +0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.5M 517,669 +25,830 +5%
Northern Trust
19
Northern Trust
Illinois
$40.7M 507,201 -27,048 -5%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$40.6M 506,496 +29,597 +6%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$39.9M 496,614 -17,537 -3%
Ameriprise
22
Ameriprise
Minnesota
$39.7M 495,170 -12,365 -2%
Norges Bank
23
Norges Bank
Norway
$38.6M 481,163 -32,278 -6%
PCM
24
Peregrine Capital Management
Minnesota
$37.4M 465,756 +15,816 +4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$37.1M 461,840 -46,419 -9%
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