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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.

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 %
KCM
76
Kennedy Capital Management
Missouri
$6.98M +$190K +2,114 +3%
CMI
77
Cider Mill Investments
Connecticut
$6.93M +$6.93M +77,000 New
HSBC Holdings
78
HSBC Holdings
United Kingdom
$6.45M +$6.08M +67,498 +1,636%
DCM
79
Dupont Capital Management
Delaware
$6.29M -$150K -1,671 -2%
MWNA
80
Marshall Wace North America
New York
$6.27M +$6.27M +69,612 New
PC
81
Pier Capital
Connecticut
$6.18M -$119K -1,327 -2%
Swiss National Bank
82
Swiss National Bank
Switzerland
$6.01M -$144K -1,600 -2%
CS
83
Credit Suisse
Switzerland
$5.98M -$2.46M -27,358 -29%
RIM
84
Rainier Investment Management
Washington
$5.94M -$194K -2,160 -3%
AI
85
Axiom Investors
Connecticut
$5.93M +$2.24M +24,891 +61%
ASRS
86
Arizona State Retirement System
Arizona
$5.84M +$4.01M +44,566 +219%
AQR Capital Management
87
AQR Capital Management
Connecticut
$5.84M -$860K -9,552 -13%
Capital Fund Management (CFM)
88
Capital Fund Management (CFM)
France
$5.73M -$891K -9,900 -13%
UOC
89
UBS O'Connor
Illinois
$5.63M +$5.63M +62,500 New
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$5.58M +$1.08M +11,960 +24%
Fisher Asset Management
91
Fisher Asset Management
Washington
$5.48M -$448K -4,983 -8%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$5.46M -$186K -2,066 -3%
CIP
93
Chartwell Investment Partners
Pennsylvania
$5.37M +$811K +9,016 +18%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$5.21M – – –
LG
95
Leuthold Group
Minnesota
$5.06M -$107K -1,185 -2%
SGAM
96
Smith Group Asset Management
Texas
$4.93M -$37.3K -414 -0.8%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$4.89M -$18K -200 -0.4%
PI
98
Putnam Investments
Massachusetts
$4.89M +$2.04M +22,705 +72%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.82M -$102K -1,134 -2%
HIS
100
Horizon Investment Services
Indiana
$4.68M +$280K +3,107 +6%
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4
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