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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 %
FHA
301
First Horizon Advisors
Tennessee
$18K – – –
CCMW
302
Cypress Capital Management (Wyoming)
Wyoming
$18K – – –
FPFS
303
First Personal Financial Services
North Carolina
$18K +$3.58K +39 +25%
PCP
304
Proficio Capital Partners
Massachusetts
$16K +$16K +175 New
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$10K +$3.52K +38 +54%
IWP
306
Icon Wealth Partners
Texas
$10K +$10K +115 New
AIM
307
Advantage Investment Management
Iowa
$8K -$7.09K -78 -47%
AC
308
Avestar Capital
New York
$7K +$7K +80 New
FRA
309
Front Row Advisors
California
$6K +$6K +64 New
TL
310
TrueWealth LLC
Georgia
$6K +$6K +67 New
TCM
311
Tradewinds Capital Management
Washington
$5K – – –
SWM
312
SeaCrest Wealth Management
New York
$5K +$5K +51 New
OWA
313
One Wealth Advisors
California
$5K +$5K +51 New
MOS
314
MGO One Seven
Ohio
$5K +$5K +53 New
Lazard Asset Management
315
Lazard Asset Management
New York
$5K +$5K +60 New
WWM
316
Wagner Wealth Management
South Carolina
$4K – – –
ASN
317
Advisory Services Network
Georgia
$4K +$718 +7 +22%
AF
318
Advisornet Financial
Minnesota
$4K +$4K +41 New
MCM
319
MV Capital Management
Maryland
$4K +$4K +47 New
FANJ
320
Financial Architects (New Jersey)
New Jersey
$3K – – –
FFG
321
Ford Financial Group
California
$3K +$3K +35 New
HMS
322
Hanseatic Management Services
New Mexico
$2K -$1.05K -10 -34%
CIM
323
Contravisory Investment Management
Massachusetts
$2K – – –
PFBT
324
Parkside Financial Bank & Trust
Missouri
$2K – – –
PGWM
325
Parisi Gray Wealth Management
New Jersey
$2K +$2K +18 New
10 11 12
13
14