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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 %
AII
76
AGF Investments Inc
Ontario, Canada
$10.1M +$1.51M +15,000 +18%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$9.7M +$57.9K +576 +0.6%
CIA
78
CCM Investment Advisers
South Carolina
$9.59M -$606K -6,030 -6%
PI
79
Putnam Investments
Massachusetts
$9.59M +$4.19M +41,626 +77%
Citadel Advisors
80
Citadel Advisors
Florida
$9.56M -$209K -2,076 -2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$9.4M +$2.16M +21,462 +30%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$9.17M -$540K -5,372 -6%
BA
83
Boston Advisors
Massachusetts
$8.91M +$2.48M +24,708 +39%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$8.86M +$8.66M +86,166 +4,343%
AIM
85
Artemis Investment Management
United Kingdom
$8.59M +$8.59M +85,441 New
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$8.44M -$242K -2,405 -3%
BIM
87
Bogle Investment Management
Massachusetts
$8.43M -$5.43M -54,019 -39%
AIG
88
American International Group
New York
$8.39M +$132K +1,309 +2%
KCM
89
Kennedy Capital Management
Missouri
$8.25M +$219K +2,178 +3%
GC
90
Guggenheim Capital
Illinois
$8.15M +$744K +7,396 +10%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$8.15M +$5M +49,745 +159%
QI
92
QS Investors
New York
$7.57M -$23.8K -237 -0.3%
Swiss National Bank
93
Swiss National Bank
Switzerland
$7.22M – – –
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$7.22M +$5.79M +57,600 +406%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.7M +$1.66M +16,509 +33%
UBS AM
96
UBS AM
Illinois
$6.53M +$543K +5,404 +9%
AAMU
97
AEGON Asset Management (UK)
United Kingdom
$6.26M -$1.69M -16,784 -21%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$6.23M -$8.75M -86,987 -58%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$6.22M -$2.11K -21 -0%
CS
100
Credit Suisse
Switzerland
$6.11M +$328K +3,259 +6%
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4
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