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Evercore
EVR

Overview Fund Activity

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$383M
2
FCM
Frontier Capital Management
Massachusetts
$91.1M
3
Wells Fargo
Wells Fargo
California
$109M
4
APG Asset Management
APG Asset Management
Netherlands
$55.4M
5
JCM
Junto Capital Management
New York
$18.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$99.3M
2
DCM
Daruma Capital Management
New York
$33.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.9M
4
Prudential Financial
Prudential Financial
New Jersey
$56.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$41.3M – – –
TA
27
Teachers Advisors
New York
$40.4M -$1.66M -16,488 -4%
PCM
28
Peregrine Capital Management
Minnesota
$39.1M +$1.04M +10,294 +3%
Charles Schwab
29
Charles Schwab
California
$36.3M +$3.45M +34,303 +10%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$36.3M +$3.32M +33,033 +10%
Macquarie Group
31
Macquarie Group
Australia
$36.2M -$7.56M -75,154 -17%
Goldman Sachs
32
Goldman Sachs
New York
$35.5M +$7.91M +78,709 +29%
AL
33
AJO LP
Pennsylvania
$34.1M -$13.9M -138,731 -29%
Northern Trust
34
Northern Trust
Illinois
$33.9M -$1.22M -12,154 -3%
DCM
35
Daruma Capital Management
New York
$33.7M -$24.7M -245,996 -42%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$33M -$2.88M -28,641 -8%
MSL
37
Mackay Shields LLC
New York
$30.8M +$8.92M +88,714 +41%
PAM
38
Panagora Asset Management
Massachusetts
$29.9M +$11.2M +111,482 +60%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$27.7M +$2.86M +28,442 +12%
Franklin Resources
40
Franklin Resources
California
$26.4M -$3.97M -39,486 -13%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$24.5M -$1.37M -13,672 -5%
O
42
OppenheimerFunds
New York
$23.6M +$9.21M +91,632 +64%
CRCP
43
Copper Rock Capital Partners
Massachusetts
$23.3M -$11.5M -113,484 -33%
SI
44
Scout Investments
Missouri
$23M +$128K +1,276 +0.6%
Morgan Stanley
45
Morgan Stanley
New York
$22.5M -$9.47M -94,187 -30%
CCM
46
Copeland Capital Management
Pennsylvania
$22.4M -$4.33M -43,040 -16%
Ameriprise
47
Ameriprise
Minnesota
$21.9M +$2.07M +20,551 +10%
OAM
48
Origin Asset Management
United Kingdom
$20.8M +$4.22M +42,000 +25%
Federated Hermes
49
Federated Hermes
Pennsylvania
$19M -$2.8M -27,874 -13%
Principal Financial Group
50
Principal Financial Group
Iowa
$18.6M +$324K +3,226 +2%
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