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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 %
Walleye Trading
301
Walleye Trading
New York
$61K +$61K +694 New
Parallax Volatility Advisers
302
Parallax Volatility Advisers
California
$57K -$514K -5,857 -90%
AssetMark Inc
303
AssetMark Inc
California
$57K -$3.87K -44 -6%
Fuller & Thaler Asset Management
304
Fuller & Thaler Asset Management
California
$52K -$26K -300 -33%
AIL
305
AGF Investments LLC
Ontario, Canada
$50K +$16.2K +157 +48%
SWA
306
Sutton Wealth Advisors
Florida
$48.8K – – –
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$47K -$1.85M -21,322 -98%
OFS
308
Orrstown Financial Services
Pennsylvania
$47K -$1.67K -19 -3%
IP
309
Isthmus Partners
Wisconsin
$44K – – –
SWP
310
Stratos Wealth Partners
Ohio
$35K -$948 -11 -3%
OIA
311
Optimum Investment Advisors
Illinois
$35K +$35K +400 New
GFP
312
Gryphon Financial Partners
Ohio
$32K -$4.37K -50 -12%
AW
313
Alpha Windward
Massachusetts
$32K – – –
AIS
314
AlphaOne Investment Services
Pennsylvania
$31K – – –
JCM
315
Jacobi Capital Management
Pennsylvania
$29K +$88 +1 +0.3%
AWM
316
Aevitas Wealth Management
Massachusetts
$26K +$86 +1 +0.3%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$25K -$89.9K -1,028 -78%
CAW
318
Cornerstone Advisors (Washington)
Washington
$23K +$944 +11 +4%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$23K +$23K +261 New
IWM
320
IHT Wealth Management
Illinois
$23K +$23K +270 New
FHA
321
First Horizon Advisors
Tennessee
$18K – – –
CCMW
322
Cypress Capital Management (Wyoming)
Wyoming
$17K – – –
FPFS
323
First Personal Financial Services
North Carolina
$17K – – –
PCP
324
Proficio Capital Partners
Massachusetts
$15K – – –
TIM
325
Tortoise Investment Management
New York
$15K +$15K +168 New
11 12
13
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