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Evercore
EVR

Overview Fund Activity

295 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$42.7M
2
MCM
2
McKinley Capital Management
Alaska
$16.1M
3
JIM
3
Jupiter Investment Management
United Kingdom
$29.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$17M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.72M

Top Sellers

1
BlackRock
1
BlackRock
New York
$478M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$82.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$48.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Axiom Investors
Connecticut
$3.29M +$584K +7,278 +22%
Truist Financial
102
Truist Financial
North Carolina
$3.27M -$400K -4,980 -11%
Millennium Management
103
Millennium Management
New York
$3.14M +$336K +4,187 +12%
ERSOT
104
Employees Retirement System of Texas
Texas
$3.13M – – –
NFA
105
Nationwide Fund Advisors
Ohio
$2.96M -$2.24M -27,914 -43%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$2.9M -$183K -2,281 -6%
GLA
107
Great Lakes Advisors
Illinois
$2.85M +$160K +1,994 +6%
VIA
108
Vident Investment Advisory
Georgia
$2.84M +$226K +2,811 +9%
MAM
109
Morse Asset Management
Connecticut
$2.64M -$120K -1,500 -4%
CCMH
110
Cornerstone Capital Management Holdings
New York
$2.61M -$32.1K -400 -1%
First Trust Advisors
111
First Trust Advisors
Illinois
$2.6M -$919K -11,450 -26%
VRS
112
Virginia Retirement Systems
Virginia
$2.59M -$417K -5,200 -14%
PI
113
Putnam Investments
Massachusetts
$2.53M +$22.5K +280 +0.9%
HA
114
Halsey Associates
Connecticut
$2.49M -$63K -785 -2%
UBS AM
115
UBS AM
Illinois
$2.48M -$20.5K -256 -0.8%
AIG
116
American International Group
New York
$2.47M +$7.38K +92 +0.3%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$2.43M -$13K -162 -0.5%
TPSF
118
Texas Permanent School Fund
Texas
$2.3M -$104K -1,301 -4%
OAM
119
Oxford Asset Management
United Kingdom
$2.28M +$1.17M +14,470 +105%
Acadian Asset Management
120
Acadian Asset Management
Massachusetts
$2.25M -$21M -262,079 -90%
CAM
121
Covenant Asset Management
New Jersey
$2.25M +$12.4K +155 +0.6%
UBS Group
122
UBS Group
Switzerland
$2.16M -$1.44M -17,958 -40%
Nordea Investment Management
123
Nordea Investment Management
Sweden
$2.15M +$30.9K +385 +1%
RJA
124
Raymond James & Associates
Florida
$2.15M -$75.5K -941 -3%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$2.1M +$660K +8,222 +46%
3 4
5
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