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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 %
Wells Fargo
26
Wells Fargo
California
$41M +$7.88M +87,591 +24%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$39.6M +$28.7M +318,714 +262%
AL
28
AJO LP
Pennsylvania
$38.8M -$9.34M -103,831 -19%
PCM
29
Peregrine Capital Management
Minnesota
$38M -$3.96M -43,965 -9%
TA
30
Teachers Advisors
New York
$37.2M +$743K +8,260 +2%
Prudential Financial
31
Prudential Financial
New Jersey
$36.4M +$11.9M +132,412 +49%
Morgan Stanley
32
Morgan Stanley
New York
$33.2M +$17.8M +197,762 +116%
Charles Schwab
33
Charles Schwab
California
$32.2M -$1.89M -21,020 -6%
Deutsche Bank
34
Deutsche Bank
Germany
$31.8M +$21.5M +239,220 +209%
Calamos Advisors
35
Calamos Advisors
Illinois
$29.5M +$29.5M +327,688 New
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$29.4M -$9.28M -103,145 -24%
Principal Financial Group
37
Principal Financial Group
Iowa
$29.2M -$421K -4,674 -1%
Franklin Resources
38
Franklin Resources
California
$28.2M -$233K -2,586 -0.8%
Victory Capital Management
39
Victory Capital Management
Texas
$25.4M -$4.45M -49,401 -15%
CRM
40
Cramer Rosenthal McGlynn
Connecticut
$22.8M +$22.8M +253,213 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$22.5M +$7.46M +82,932 +50%
CCM
42
Copeland Capital Management
Pennsylvania
$22.4M +$1.07M +11,889 +5%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$20.3M +$2.14M +23,766 +12%
TCIM
44
TIAA CREF Investment Management
New York
$19.1M -$817K -9,075 -4%
FWIA
45
Fort Washington Investment Advisors
Ohio
$17.3M +$17.3M +192,329 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$17M +$1.1M +12,150 +7%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$16.7M -$2.4M -26,700 -13%
BG
48
Bahl & Gaynor
Ohio
$16.3M -$476K -5,286 -3%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$15.7M -$2.25M -25,000 -13%
AP
50
AHL Partners
United Kingdom
$13.1M +$4.85M +53,936 +59%
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