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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 %
Lazard Asset Management
101
Lazard Asset Management
New York
$4.66M +$4.66M +53,447 +89,078%
AI
102
Axiom Investors
Connecticut
$4.61M -$1.13M -13,007 -20%
Asset Management One
103
Asset Management One
Japan
$4.49M +$1.68M +19,284 +60%
HIS
104
Horizon Investment Services
Indiana
$4.39M -$141K -1,622 -3%
LG
105
Leuthold Group
Minnesota
$4.27M -$634K -7,275 -13%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$3.97M +$2.17M +24,941 +121%
Legal & General Group
107
Legal & General Group
United Kingdom
$3.87M -$3.07M -35,184 -44%
CIP
108
Chartwell Investment Partners
Pennsylvania
$3.8M -$1.4M -16,094 -27%
VIA
109
Vident Investment Advisory
Georgia
$3.77M +$125K +1,326 +3%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$3.72M -$2.52M -28,941 -40%
MIM
111
MetLife Investment Management
New Jersey
$3.7M +$2.15M +24,613 +139%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$3.69M +$2.15M +24,624 +139%
TI
113
Trexquant Investment
Connecticut
$3.68M +$2.37M +27,223 +182%
CEP
114
Chicago Equity Partners
Illinois
$3.59M +$50.6K +580 +1%
Squarepoint
115
Squarepoint
New York
$3.3M +$523K +5,994 +19%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$3.3M -$1.44M -16,481 -30%
EMG
117
Ellington Management Group
Connecticut
$3.24M +$3.03M +34,800 +1,450%
SCM
118
Stevens Capital Management
Pennsylvania
$3.11M +$2.33M +26,695 +299%
Comerica Bank
119
Comerica Bank
Texas
$3.05M -$711K -7,551 -19%
MOACM
120
Mutual of America Capital Management
New York
$3.05M +$2.98M +34,211 +4,561%
TG
121
TCW Group
California
$3.04M -$764K -8,761 -20%
UBS AM
122
UBS AM
Illinois
$3.03M +$285K +3,263 +10%
SDIC
123
South Dakota Investment Council
South Dakota
$2.99M -$436K -5,000 -13%
SGAM
124
Smith Group Asset Management
Texas
$2.98M -$1.79M -20,533 -38%
Truist Financial
125
Truist Financial
North Carolina
$2.87M -$416K -4,773 -13%
3 4
5
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