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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$9.01M +$1.72M +19,755 +24%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$8.86M -$856K -9,813 -9%
Stifel Financial
78
Stifel Financial
Missouri
$8.58M +$8.04M +92,698 +1,466%
CIA
79
CCM Investment Advisers
South Carolina
$8.58M +$383K +4,394 +5%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$8.24M -$3.1M -35,561 -27%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$8.01M -$34.4K -395 -0.4%
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$7.86M +$468K +5,362 +6%
AII
83
AGF Investments Inc
Ontario, Canada
$7.43M -$10.2K -117 -0.1%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$7.14M -$990K -11,356 -12%
PC
85
Pier Capital
Connecticut
$7.12M +$1.13M +12,990 +19%
AAMU
86
AEGON Asset Management (UK)
United Kingdom
$6.99M +$5.01M +57,466 +252%
Citigroup
87
Citigroup
New York
$6.96M +$3.27M +37,504 +89%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$6.76M -$287K -3,291 -4%
KCM
89
Kennedy Capital Management
Missouri
$6.65M -$108K -1,244 -2%
QI
90
QS Investors
New York
$6.62M -$380K -4,360 -5%
Swiss National Bank
91
Swiss National Bank
Switzerland
$5.96M +$131K +1,500 +2%
CS
92
Credit Suisse
Switzerland
$5.82M +$17.1K +196 +0.3%
First Trust Advisors
93
First Trust Advisors
Illinois
$5.47M +$2.26M +25,923 +71%
DCM
94
Dupont Capital Management
Delaware
$5.34M -$754K -8,641 -12%
AQR Capital Management
95
AQR Capital Management
Connecticut
$5.17M -$486K -5,569 -9%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$5.11M -$179K -2,055 -3%
GLA
97
Great Lakes Advisors
Illinois
$5.07M +$1.44M +16,534 +40%
Fisher Asset Management
98
Fisher Asset Management
Washington
$4.86M -$452K -5,179 -9%
BA
99
Boston Advisors
Massachusetts
$4.77M +$1.43M +16,359 +43%
PI
100
Putnam Investments
Massachusetts
$4.71M -$26.3K -302 -0.6%
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4
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