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

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$4.66M
2
Vanguard Group
Vanguard Group
Pennsylvania
$301M
3
BlackRock
BlackRock
New York
$514M
4
SAM
Sentinel Asset Management
Vermont
$0
5
American Century Companies
American Century Companies
Missouri
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
251
Xact Kapitalforvaltning
Sweden
$300K +$300K +3,337 New
ECM
252
ETrade Capital Management
Virginia
$294K +$8.63K +96 +3%
RQS
253
Ramsey Quantitative Systems
Kentucky
$272K -$118K -1,315 -30%
MC
254
Miles Capital
Iowa
$270K -$2.88K -32 -1%
CA
255
Cetera Advisors
Colorado
$269K -$1.63K -18 -0.6%
BHWM
256
Bar Harbor Wealth Management
New Hampshire
$256K -$46.4K -517 -15%
ECM
257
Everence Capital Management
Indiana
$248K – – –
FBT
258
First Bank & Trust
South Dakota
$246K -$5.04K -56 -2%
LTFS
259
Ladenburg Thalmann Financial Services
Florida
$241K +$8.02K +89 +3%
QT
260
Quantbot Technologies
New York
$238K +$238K +2,648 New
TD Asset Management
261
TD Asset Management
Ontario, Canada
$234K +$234K +2,600 New
FCM
262
Flinton Capital Management
Pennsylvania
$233K +$23K +256 +11%
CCM
263
CrestPoint Capital Management
Missouri
$225K -$18K -200 -7%
LIA
264
LS Investment Advisors
Michigan
$224K +$5.76K +64 +3%
Zurich Cantonal Bank
265
Zurich Cantonal Bank
Switzerland
$223K +$61.5K +684 +38%
AG
266
Advisor Group
Arizona
$219K +$60.2K +673 +38%
PP
267
Paloma Partners
Connecticut
$216K -$1.08M -11,998 -83%
EMG
268
Ellington Management Group
Connecticut
$216K -$558K -6,200 -72%
TSS
269
Two Sigma Securities
New York
$213K +$213K +2,372 New
ZCA
270
Zeke Capital Advisors
Pennsylvania
$206K +$206K +2,289 New
WAM
271
World Asset Management
Michigan
$204K -$32K -355 -14%
Wolverine Trading
272
Wolverine Trading
Illinois
$201K -$31K -345 -13%
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$150K – – –
EWM
274
Evercore Wealth Management
New York
$138K – – –
Simplex Trading
275
Simplex Trading
Illinois
$130K +$130K +1,449 New
9 10
11
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