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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 %
PAM
26
Panagora Asset Management
Massachusetts
$42.9M +$68.3K +783 +0.2%
Wells Fargo
27
Wells Fargo
California
$42M +$2.28M +26,132 +6%
PCM
28
Peregrine Capital Management
Minnesota
$38.6M +$1.8M +20,605 +5%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$36.9M -$2.82M -32,347 -7%
Norges Bank
30
Norges Bank
Norway
$35.1M -$6.9M -79,171 -16%
Charles Schwab
31
Charles Schwab
California
$33.9M +$2.71M +31,074 +9%
TA
32
Teachers Advisors
New York
$33.4M -$2.61M -29,905 -7%
HCM
33
Highline Capital Management
New York
$32.8M +$32.8M +376,500 New
AL
34
AJO LP
Pennsylvania
$32.6M -$4.98M -57,107 -13%
CRCP
35
Copper Rock Capital Partners
Massachusetts
$32.3M +$32.3M +370,908 New
Millennium Management
36
Millennium Management
New York
$29M +$21.4M +245,459 +282%
WRF
37
Waddell & Reed Financial
Kansas
$28.6M +$28.6M +327,720 New
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$26.4M -$2.16M -24,751 -8%
Franklin Resources
39
Franklin Resources
California
$24.3M -$2.99M -34,284 -11%
Deutsche Bank
40
Deutsche Bank
Germany
$22.7M -$8.1M -92,885 -26%
Calamos Advisors
41
Calamos Advisors
Illinois
$21.9M -$6.65M -76,235 -23%
CCM
42
Copeland Capital Management
Pennsylvania
$21.7M +$12.9K +148 +0.1%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$21.5M +$5.16M +59,130 +32%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$20.6M +$984K +11,279 +5%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$20M -$1.76M -20,211 -8%
Federated Hermes
46
Federated Hermes
Pennsylvania
$19.5M +$16.2M +185,256 +481%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$19.3M +$16.7M +191,299 +638%
Principal Financial Group
48
Principal Financial Group
Iowa
$18.5M -$9.81M -112,492 -35%
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$17.5M -$4.56M -52,316 -21%
Ameriprise
50
Ameriprise
Minnesota
$17.5M -$25M -287,176 -59%
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