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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 %
LTFS
276
Ladenburg Thalmann Financial Services
Florida
$245K +$12.3K +141 +5%
MAM
277
Meeder Asset Management
Ohio
$241K -$188K -2,168 -44%
MAM
278
Martingale Asset Management
Massachusetts
$238K +$238K +2,726 New
FBT
279
First Bank & Trust
South Dakota
$237K -$1.66K -19 -0.7%
Holocene Advisors
280
Holocene Advisors
New York
$234K -$154K -1,767 -40%
PHK
281
Point72 Hong Kong
Hong Kong
$232K +$232K +2,657 New
CCIA
282
Campbell & Co Investment Adviser
Maryland
$230K +$230K +2,641 New
BTS
283
BB&T Securities
Virginia
$227K +$227K +2,613 New
FCM
284
Flinton Capital Management
Pennsylvania
$226K – – –
GIA
285
Granite Investment Advisors
New Hampshire
$222K +$222K +2,550 New
PG
286
PEAK6 Group
Illinois
$217K +$217K +2,485 New
Zurich Cantonal Bank
287
Zurich Cantonal Bank
Switzerland
$216K – – –
JG
288
Jefferies Group
New York
$211K -$193K -2,209 -48%
AG
289
Advisor Group
Arizona
$204K -$9.15K -105 -4%
OWA
290
One Wealth Advisors
California
$175K +$171K +1,958 +3,839%
Bessemer Group
291
Bessemer Group
New Jersey
$151K +$131K +1,500 +644%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$144K -$10.2K -110 -7%
DZ Bank
293
DZ Bank
Germany
$118K – – –
AP
294
Advisors Preferred
Maryland
$113K +$113K +1,301 New
Ohio Public Employees Retirement System (OPERS)
295
Ohio Public Employees Retirement System (OPERS)
Ohio
$111K -$652K -7,469 -85%
CMBA
296
C.M. Bidwell & Associates
Hawaii
$110K +$32.3K +370 +42%
NIT
297
NumerixS Investment Technologies
British Columbia, Canada
$84K +$8.4K +100 +11%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$77K +$5.49K +63 +8%
MYIA
299
Mount Yale Investment Advisors
Colorado
$74K +$74K +848 New
MGIA
300
Moneta Group Investment Advisors
Missouri
$74K +$74K +850 New
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