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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 %
AF
351
Allworth Financial
California
$1K +$1K +14 New
Victory Capital Management
352
Victory Capital Management
Texas
– -$25.4M -282,025 Closed
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
– -$9.38M -104,227 Closed
WI
354
WBI Investments
New Jersey
– -$7.87M -87,468 Closed
CMI
355
Cider Mill Investments
Connecticut
– -$6.93M -77,000 Closed
Capital Fund Management (CFM)
356
Capital Fund Management (CFM)
France
– -$5.73M -63,613 Closed
UOC
357
UBS O'Connor
Illinois
– -$5.63M -62,500 Closed
State of Tennessee, Department of Treasury
358
State of Tennessee, Department of Treasury
Tennessee
– -$2.77M -30,773 Closed
BPM
359
Bowling Portfolio Management
Ohio
– -$2.28M -25,278 Closed
Public Sector Pension Investment Board (PSP Investments)
360
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.19M -24,306 Closed
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
– -$1.87M -20,742 Closed
Neuberger Berman Group
362
Neuberger Berman Group
New York
– -$1.33M -14,823 Closed
ACI
363
AMP Capital Investors
Australia
– -$810K -9,000 Closed
Jane Street
364
Jane Street
New York
– -$743K -8,260 Closed
PIA
365
Piedmont Investment Advisors
North Carolina
– -$714K -7,937 Closed
SOADOR
366
State of Alaska Department of Revenue
Alaska
– -$692K -7,689 Closed
SI
367
SII Investments
Wisconsin
– -$576K -6,436 Closed
LCM
368
Legato Capital Management
California
– -$411K -4,566 Closed
VF
369
Virtu Financial
New York
– -$311K -3,450 Closed
CA
370
Cetera Advisors
Colorado
– -$269K -2,965 Closed
ECM
371
Everence Capital Management
Indiana
– -$248K -2,760 Closed
QT
372
Quantbot Technologies
New York
– -$238K -2,648 Closed
TD Asset Management
373
TD Asset Management
Ontario, Canada
– -$234K -2,600 Closed
TSS
374
Two Sigma Securities
New York
– -$213K -2,372 Closed
ZCA
375
Zeke Capital Advisors
Pennsylvania
– -$206K -2,289 Closed
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15
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