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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 %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$12K -$16.4K -187 -58%
PCM
327
Prelude Capital Management
New York
$12K +$12K +133 New
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$9K -$918 -10 -9%
Group One Trading
329
Group One Trading
Illinois
$9K +$9K +100 New
AIM
330
Advantage Investment Management
Iowa
$8K – – –
AC
331
Avestar Capital
New York
$6K – – –
VFA
332
Valeo Financial Advisors
Indiana
$6K +$6K +73 New
TCM
333
Tradewinds Capital Management
Washington
$5K – – –
MOS
334
MGO One Seven
Ohio
$5K – – –
MCM
335
MV Capital Management
Maryland
$4K – – –
AF
336
Advisornet Financial
Minnesota
$4K – – –
SWM
337
SeaCrest Wealth Management
New York
$4K – – –
ASN
338
Advisory Services Network
Georgia
$3K – – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$3K +$700 +7 +30%
HMS
340
Hanseatic Management Services
New Mexico
$2K – – –
RWA
341
Ropes Wealth Advisors
Massachusetts
$2K +$2K +20 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$2K +$2K +22 New
JA
343
JOYN Advisors
Georgia
$2K +$2K +24 New
APP
344
Avantax Planning Partners
Iowa
$2K +$2K +26 New
APA
345
American Portfolios Advisors
New York
$1.83K – – –
FGC
346
Financial Gravity Companies
Texas
$1K -$909 -10 -48%
QCG
347
Quadrant Capital Group
Ohio
$1K – – –
WF
348
WealthTrust Fairport
Ohio
$1K +$1K +9 New
S
349
SignatureFD
Georgia
$1K +$1K +11 New
FGAM
350
Financial Gravity Asset Management
Texas
$1K +$1K +11 New
12 13
14
15 16