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Evercore
EVR

Overview Fund Activity

295 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$42.7M
2
MCM
2
McKinley Capital Management
Alaska
$16.1M
3
JIM
3
Jupiter Investment Management
United Kingdom
$29.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$17M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.72M

Top Sellers

1
BlackRock
1
BlackRock
New York
$478M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$82.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$48.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$36.1M +$4.4M +54,769 +14%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$34.5M -$7.16M -89,159 -17%
Goldman Sachs
28
Goldman Sachs
New York
$33.1M -$5.03M -62,735 -13%
TA
29
Teachers Advisors
New York
$32.5M -$1.24M -15,442 -4%
Charles Schwab
30
Charles Schwab
California
$30.4M +$2.92M +36,381 +11%
JIM
31
Jupiter Investment Management
United Kingdom
$29.7M +$11.4M +142,313 +62%
Wells Fargo
32
Wells Fargo
California
$29.5M +$416K +5,181 +1%
Victory Capital Management
33
Victory Capital Management
Texas
$26.6M -$9.42M -117,419 -26%
Principal Financial Group
34
Principal Financial Group
Iowa
$26.4M -$1.32M -16,446 -5%
Franklin Resources
35
Franklin Resources
California
$25.4M +$908K +11,318 +4%
Prudential Financial
36
Prudential Financial
New Jersey
$21.8M -$1.05M -13,030 -5%
CCM
37
Copeland Capital Management
Pennsylvania
$19M +$431K +5,365 +2%
TCIM
38
TIAA CREF Investment Management
New York
$17.8M -$2.19M -27,262 -11%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$17M +$8.67M +108,100 +104%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$16.2M +$1.52M +18,917 +10%
MCM
41
McKinley Capital Management
Alaska
$16.1M +$16.1M +200,365 +35,779%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$16M -$2.1M -26,160 -12%
SAM
43
Sentinel Asset Management
Vermont
$15.2M -$457K -5,700 -3%
BG
44
Bahl & Gaynor
Ohio
$15M +$586K +7,296 +4%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$14.1M +$1.29M +16,019 +10%
Morgan Stanley
46
Morgan Stanley
New York
$13.7M -$2.32M -28,921 -14%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$13.4M -$491K -6,121 -4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12.6M -$235K -2,934 -2%
PPA
49
Parametric Portfolio Associates
Washington
$10.5M +$1.22M +15,211 +13%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$9.78M +$9.78M +121,811 New
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