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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
1
Jupiter Investment Management
United Kingdom
$64.5M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$29.5M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$39.6M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$22.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$31.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$4.66M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M
3
BlackRock
3
BlackRock
New York
$514M
4
SAM
4
Sentinel Asset Management
Vermont
$0
5
American Century Companies
5
American Century Companies
Missouri
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
326
Financial Gravity Companies
Texas
$2K +$2K +21 New
APA
327
American Portfolios Advisors
New York
$1.89K +$1.89K +21 New
QCG
328
Quadrant Capital Group
Ohio
$1K – – –
CTA
329
Carillon Tower Advisers
Florida
$608 +$608 +6,766 New
SAM
330
Sentinel Asset Management
Vermont
– -$15.2M -189,776 Closed
GACM
331
Global Alpha Capital Management
Quebec, Canada
– -$3.83M -47,725 Closed
NFA
332
Nationwide Fund Advisors
Ohio
– -$2.96M -36,918 Closed
OAM
333
Oxford Asset Management
United Kingdom
– -$2.28M -28,247 Closed
BCM
334
BlueCrest Capital Management
Jersey
– -$1.68M -20,929 Closed
USGIU
335
U.S. Global Investors (USGI)
Texas
– -$1.62M -20,200 Closed
SCM
336
Suffolk Capital Management
New York
– -$1.29M -16,089 Closed
LCM
337
Laurion Capital Management
New York
– -$1.23M -15,275 Closed
PL
338
Polianta Ltd
Jersey
– -$1.19M -14,800 Closed
LP
339
LMR Partners
United Kingdom
– -$781K -9,735 Closed
CANY
340
Caxton Associates (New York)
New York
– -$473K -5,900 Closed
N
341
Natixis
France
– -$443K -5,517 Closed
Citadel Advisors
342
Citadel Advisors
Florida
– -$385K -4,794 Closed
Verition Fund Management
343
Verition Fund Management
Connecticut
– -$336K -4,182 Closed
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$233K -2,900 Closed
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$114K -1,419 Closed
FPS
346
Fieldpoint Private Securities
Connecticut
– -$51K -636 Closed
PCM
347
Prelude Capital Management
New York
– -$32K -400 Closed
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
– -$8K -100 Closed
CG
349
Cutler Group
California
– -$6K -81 Closed
DAM
350
Delta Asset Management
Tennessee
– -$2K -20 Closed
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