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Evercore
EVR

Overview Fund Activity

328 hedge funds and large institutions have $3.47B invested in Evercore in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
56
Increased
114
Reduced
122
Closed
22
Calls
$4.78M
Puts
$20.9M
Net Calls
-$16.1M
Net Calls Change
-$18.3M

Top Buyers

1
JIM
1
Jupiter Investment Management
United Kingdom
$64.5M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$29.5M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$39.6M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$22.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$31.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$4.66M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M
3
BlackRock
3
BlackRock
New York
$514M
4
SAM
4
Sentinel Asset Management
Vermont
$0
5
American Century Companies
5
American Century Companies
Missouri
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
226
Versor Investments
New York
$481K -$14.8K -164 -3%
CB
227
Cadence Bank
Mississippi
$481K +$481K +5,345 New
CONA
228
Capital One National Association
New York
$467K -$19.4K -215 -4%
FM
229
Forward Management
California
$458K -$13.4K -149 -3%
FIM
230
Freedom Investment Management
Connecticut
$451K +$60.1K +668 +15%
MAM
231
Meeder Asset Management
Ohio
$446K -$54.1K -600 -11%
CIM
232
CIM Investment Management
Pennsylvania
$425K -$2.43K -27 -0.6%
CNAM
233
Campbell Newman Asset Management
Wisconsin
$423K +$77.7K +863 +22%
JG
234
Jefferies Group
New York
$416K +$416K +4,623 New
RJFSA
235
Raymond James Financial Services Advisors
Florida
$414K -$739K -8,213 -64%
LCM
236
Legato Capital Management
California
$411K – – –
GHCM
237
Glen Harbor Capital Management
California
$408K +$40.3K +448 +11%
Holocene Advisors
238
Holocene Advisors
New York
$400K +$400K +4,448 New
RG
239
Renaissance Group
Kentucky
$396K +$1.26K +14 +0.3%
GAM
240
Gotham Asset Management
New York
$384K -$59.2K -658 -13%
GCP
241
GSA Capital Partners
United Kingdom
$374K +$33.1K +368 +10%
RCM
242
Riverhead Capital Management
Delaware
$362K +$36K +400 +11%
SCM
243
Shelton Capital Management
Colorado
$331K – – –
MCIM
244
Meadow Creek Investment Management
Georgia
$321K +$31.7K +352 +11%
GH
245
GAM Holding
Switzerland
$316K +$316K +3,512 New
YMRC
246
Yorktown Management & Research Company
Virginia
$315K – – –
VF
247
Virtu Financial
New York
$311K +$311K +3,450 New
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$306K +$306K +3,405 New
FCBT
249
First Citizens Bank & Trust
North Carolina
$304K -$145K -1,615 -32%
AIP
250
Ameritas Investment Partners
Nebraska
$300K -$23.6K -262 -7%
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