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Evercore
EVR

Overview Fund Activity

351 hedge funds and large institutions have $3.48B invested in Evercore in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+23
Holders Change %
+7.01%
% of All Funds
8.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
64
Increased
118
Reduced
123
Closed
34
Calls
$7.36M
Puts
$3.46M
Net Calls
+$3.91M
Net Calls Change
+$20M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
+$46.5M
2
HCM
Highline Capital Management
New York
+$32.8M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$32.3M
4
State Street
State Street
Massachusetts
+$30.2M
5
WRF
Waddell & Reed Financial
Kansas
+$28.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Victory Capital Management
Victory Capital Management
Texas
-$25.4M
3
Ameriprise
Ameriprise
Minnesota
-$25M
4
American Century Companies
American Century Companies
Missouri
-$15.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
226
Winton Group
United Kingdom
$571K +$571K +6,548 New
PI
227
PineBridge Investments
New York
$567K -$542K -6,221 -49%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$566K +$165K +1,890 +41%
DTL
229
Dynamic Technology Lab
Singapore
$562K -$99.7K -1,143 -15%
USAA
230
United Services Automobile Association
Texas
$554K +$554K +6,350 New
IG
231
ING Group
Netherlands
$547K +$547K +6,273 New
HEIP
232
Hudson Edge Investment Partners
New Jersey
$534K -$117K -1,339 -18%
SGI
233
Summit Global Investments
Utah
$532K +$532K +6,100 New
BCM
234
Brown Capital Management
Maryland
$524K -$7.76K -89 -1%
FA
235
FDx Advisors
Illinois
$516K -$215K -2,465 -29%
SFSIG
236
San Francisco Sentry Investment Group
California
$514K – – –
DAM
237
Deltec Asset Management
New York
$502K – – –
AB
238
Amalgamated Bank
New York
$484K -$7.06K -81 -1%
GAM
239
Gotham Asset Management
New York
$481K +$108K +1,243 +29%
EP
240
Elkfork Partners
Oregon
$480K – – –
TC
241
Telemus Capital
Michigan
$477K -$1.66K -19 -0.3%
FM
242
Forward Management
California
$450K +$6.54K +75 +1%
ONB
243
Old National Bancorp
Indiana
$444K -$57.5K -658 -11%
SAM
244
Securian Asset Management
Minnesota
$442K +$442K +5,070 New
CONA
245
Capital One National Association
New York
$440K -$12.2K -140 -3%
XK
246
Xact Kapitalforvaltning
Sweden
$439K +$148K +1,700 +51%
PCM
247
Piermont Capital Management
Missouri
$438K +$438K +5,020 New
FIM
248
Freedom Investment Management
Connecticut
$437K – – –
RFC
249
Regions Financial Corp
Alabama
$434K -$59.1K -677 -12%
AA
250
ALPS Advisors
Colorado
$432K -$134K -1,539 -24%
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