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Evercore
EVR

Overview Fund Activity

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$383M
2
FCM
Frontier Capital Management
Massachusetts
$91.1M
3
Wells Fargo
Wells Fargo
California
$109M
4
APG Asset Management
APG Asset Management
Netherlands
$55.4M
5
JCM
Junto Capital Management
New York
$18.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$99.3M
2
DCM
Daruma Capital Management
New York
$33.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.9M
4
Prudential Financial
Prudential Financial
New Jersey
$56.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
226
Hudson Edge Investment Partners
New Jersey
$694K -$21.4K -213 -3%
SW
227
SVB Wealth
Massachusetts
$680K -$77.5K -770 -10%
WI
228
WBI Investments
New Jersey
$678K +$678K +6,747 New
CGH
229
Crossmark Global Holdings
Texas
$650K -$36.2K -360 -5%
SAM
230
Shell Asset Management
Netherlands
$640K +$640K +6,361 New
USAA
231
United Services Automobile Association
Texas
$638K – – –
RJFSA
232
Raymond James Financial Services Advisors
Florida
$628K -$43.3K -431 -6%
ZIM
233
ZPR Investment Management
Florida
$623K +$623K +6,195 New
XK
234
Xact Kapitalforvaltning
Sweden
$597K – – –
AB
235
Amalgamated Bank
New York
$594K -$390K -3,882 -40%
OAM
236
Oppenheimer Asset Management
New York
$589K -$28.1K -279 -5%
SFSIG
237
San Francisco Sentry Investment Group
California
$583K -$10.1K -100 -2%
DAM
238
Deltec Asset Management
New York
$579K – – –
OI
239
Oakbrook Investments
Illinois
$568K +$131K +1,300 +30%
Holocene Advisors
240
Holocene Advisors
New York
$566K +$566K +5,629 New
TC
241
Telemus Capital
Michigan
$546K -$5.43K -54 -1%
CNAM
242
Campbell Newman Asset Management
Wisconsin
$546K +$28.2K +280 +5%
WG
243
Winton Group
United Kingdom
$535K +$174K +1,727 +48%
SDIC
244
South Dakota Investment Council
South Dakota
$529K -$412K -4,100 -44%
BTS
245
BB&T Securities
Virginia
$522K +$204K +2,029 +64%
FIM
246
Freedom Investment Management
Connecticut
$509K +$31.3K +300 +7%
SAM
247
Securian Asset Management
Minnesota
$500K -$10.1K -100 -2%
BHWM
248
Bar Harbor Wealth Management
New Hampshire
$500K -$3.72K -37 -0.7%
HSBC Holdings
249
HSBC Holdings
United Kingdom
$496K -$245K -2,444 -33%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$494K +$4.02K +40 +0.8%
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