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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 %
CNAM
251
Campbell Newman Asset Management
Wisconsin
$428K +$18.6K +213 +5%
CIM
252
CIM Investment Management
Pennsylvania
$411K – – –
GHCM
253
Glen Harbor Capital Management
California
$396K – – –
RG
254
Renaissance Group
Kentucky
$394K +$10.4K +119 +3%
BHWM
255
Bar Harbor Wealth Management
New Hampshire
$389K +$141K +1,612 +57%
RCM
256
Riverhead Capital Management
Delaware
$351K – – –
Verition Fund Management
257
Verition Fund Management
Connecticut
$333K +$333K +3,822 New
Simplex Trading
258
Simplex Trading
Illinois
$327K +$201K +2,308 +159%
LIA
259
LS Investment Advisors
Michigan
$322K +$105K +1,210 +49%
MCIM
260
Meadow Creek Investment Management
Georgia
$311K – – –
IR
261
Invictus RG
Bermuda
$308K +$308K +3,537 New
YMRC
262
Yorktown Management & Research Company
Virginia
$305K – – –
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$297K – – –
Connor, Clark & Lunn Investment Management (CC&L)
264
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$292K +$292K +3,350 New
Citadel Advisors
265
Citadel Advisors
Florida
$280K +$280K +3,215 New
FMT
266
First Mercantile Trust
Tennessee
$277K +$152K +1,742 +122%
MSL
267
Mackay Shields LLC
New York
$277K +$277K +3,180 New
GH
268
GAM Holding
Switzerland
$273K -$33.2K -381 -11%
MC
269
Miles Capital
Iowa
$273K +$11.3K +130 +4%
CC
270
Cipher Capital
New York
$271K +$271K +3,110 New
FCBT
271
First Citizens Bank & Trust
North Carolina
$266K -$28.3K -325 -10%
RQS
272
Ramsey Quantitative Systems
Kentucky
$264K – – –
SCM
273
Shelton Capital Management
Colorado
$256K -$64.4K -739 -20%
ECM
274
ETrade Capital Management
Virginia
$255K -$30K -344 -11%
KA
275
Kaizen Advisory
Illinois
$252K +$252K +2,886 New
9 10
11
12 13