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Evercore
EVR

Overview Fund Activity

365 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
8.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
122
Reduced
134
Closed
43
Calls
$9.26M
Puts
$20.2M
Net Calls
-$10.9M
Net Calls Change
-$14.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$61.9M
2
Wells Fargo
Wells Fargo
California
+$34.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$31M
4
MSL
Mackay Shields LLC
New York
+$22.6M
5
Millennium Management
Millennium Management
New York
+$20M

Top Sellers

1
BlackRock
BlackRock
New York
-$76M
2
Goldman Sachs
Goldman Sachs
New York
-$34.8M
3
HCM
Highline Capital Management
New York
-$32.8M
4
PAM
Panagora Asset Management
Massachusetts
-$32.3M
5
State Street
State Street
Massachusetts
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Advisornet Financial
Minnesota
$4K – – –
ASN
352
Advisory Services Network
Georgia
$4K – – –
PCG
353
Private Capital Group
Connecticut
$4K +$4K +40 New
FHA
354
Flagship Harbor Advisors
Massachusetts
$4K +$4K +41 New
JA
355
JOYN Advisors
Georgia
$3K +$818 +9 +38%
HMS
356
Hanseatic Management Services
New Mexico
$2K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$2K – – –
WF
358
WealthTrust Fairport
Ohio
$2K +$1K +9 +100%
TFS
359
TrustCore Financial Services
Tennessee
$2K +$2K +19 New
FRA
360
Front Row Advisors
California
$1.09K +$52 +465 +5%
FGAM
361
Financial Gravity Asset Management
Texas
$1K -$222 -2 -18%
QCG
362
Quadrant Capital Group
Ohio
$1K – – –
AF
363
Allworth Financial
California
$1K – – –
TWA
364
TCI Wealth Advisors
Arizona
$1K +$1K +14 New
AIL
365
AGF Investments LLC
Ontario, Canada
$36 -$16 -149 -31%
HCM
366
Highline Capital Management
New York
– -$32.8M -376,500 Closed
Calamos Advisors
367
Calamos Advisors
Illinois
– -$21.9M -251,453 Closed
CRM
368
Cramer Rosenthal McGlynn
Connecticut
– -$17.5M -200,897 Closed
MWNA
369
Marshall Wace North America
New York
– -$10.7M -123,047 Closed
AWCI
370
Alpine Woods Capital Investors
New York
– -$10.7M -122,300 Closed
LG
371
Leuthold Group
Minnesota
– -$4.27M -48,916 Closed
EMG
372
Ellington Management Group
Connecticut
– -$3.24M -37,200 Closed
DP
373
DSAM Partners
United Kingdom
– -$2.46M -28,262 Closed
PCM
374
Prana Capital Management
Connecticut
– -$2.2M -25,242 Closed
HCM
375
Highbridge Capital Management
New York
– -$2M -22,981 Closed
13 14
15
16 17