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Evercore

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
Name Holding Trade Value Shares
Change
Shares
Change %
WRF
26
Waddell & Reed Financial
Kansas
$46.1M +$11.6M +109,730 +33%
Macquarie Group
27
Macquarie Group
Australia
$45.9M -$6.21M -58,925 -12%
TA
28
Teachers Advisors
New York
$44.2M +$3.77M +35,741 +9%
Norges Bank
29
Norges Bank
Norway
$43.3M +$953K +9,033 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$40.3M +$12.8M +121,263 +47%
PCM
31
Peregrine Capital Management
Minnesota
$39.9M -$6.72M -63,714 -14%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$37.6M -$7.11M -67,377 -16%
Northern Trust
33
Northern Trust
Illinois
$36.9M -$27.4M -260,237 -43%
CRCP
34
Copper Rock Capital Partners
Massachusetts
$36.5M -$2.84M -26,755 -7%
APG Asset Management
35
APG Asset Management
Netherlands
$36.1M +$16.3M +180,300 +82%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$34.6M +$2.73M +25,857 +9%
Charles Schwab
37
Charles Schwab
California
$34.5M -$6.45M -61,178 -16%
Morgan Stanley
38
Morgan Stanley
New York
$33.5M -$18.9M -179,162 -36%
Franklin Resources
39
Franklin Resources
California
$31.9M +$2.46M +23,307 +8%
Goldman Sachs
40
Goldman Sachs
New York
$28.9M -$34.8M -330,149 -55%
CCM
41
Copeland Capital Management
Pennsylvania
$28M +$1.81M +17,171 +7%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$27.1M +$2.89M +27,402 +12%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$26M +$1.1M +10,429 +4%
SI
44
Scout Investments
Missouri
$24M +$3.58M +33,931 +17%
MSL
45
Mackay Shields LLC
New York
$22.9M +$22.6M +213,970 +6,729%
Federated Hermes
46
Federated Hermes
Pennsylvania
$22.9M -$713K -6,765 -3%
TCIM
47
TIAA CREF Investment Management
New York
$21.9M +$7.61M +72,202 +53%
Ameriprise
48
Ameriprise
Minnesota
$20.8M -$320K -3,033 -2%
BG
49
Bahl & Gaynor
Ohio
$19.8M +$885K +8,391 +5%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$19.6M -$6.45M -61,200 -25%