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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 %
Nordea Investment Management
126
Nordea Investment Management
Sweden
$2.75M +$389K +4,457 +16%
UBS Group
127
UBS Group
Switzerland
$2.71M -$4.25M -48,760 -61%
MAM
128
Morse Asset Management
Connecticut
$2.71M -$87.2K -1,000 -3%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$2.7M -$1.81M -20,802 -40%
RJA
130
Raymond James & Associates
Florida
$2.67M +$260K +2,981 +11%
BCM
131
BlueCrest Capital Management
Jersey
$2.65M +$2.65M +30,440 New
AR
132
Advisory Research
Illinois
$2.57M -$911K -10,450 -26%
Allianz Asset Management
133
Allianz Asset Management
Germany
$2.56M -$348K -3,994 -12%
UAS
134
United Asset Strategies
New York
$2.52M -$25.4K -291 -1%
ASRS
135
Arizona State Retirement System
Arizona
$2.49M -$3.17M -36,402 -56%
DP
136
DSAM Partners
United Kingdom
$2.46M +$2.46M +28,262 New
JIR
137
James Investment Research
Ohio
$2.44M +$286K +3,285 +13%
CAM
138
Covenant Asset Management
New Jersey
$2.43M -$29K -332 -1%
TPSF
139
Texas Permanent School Fund
Texas
$2.38M +$105K +1,200 +5%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M -$187K -2,142 -7%
GC
141
Globeflex Capital
California
$2.34M +$630K +7,228 +37%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$2.3M +$1.18M +13,527 +105%
PCM
143
Prana Capital Management
Connecticut
$2.2M +$2.2M +25,242 New
HA
144
Halsey Associates
Connecticut
$2.19M -$241K -2,759 -10%
PGCM
145
Prescott Group Capital Management
Oklahoma
$2.19M – – –
SP
146
Sarasin & Partners
United Kingdom
$2.18M – – –
Canada Life
147
Canada Life
Manitoba, Canada
$2.14M -$2.34M -26,865 -52%
ZIM
148
Zacks Investment Management
Illinois
$2.11M +$130K +1,486 +7%
LPL Financial
149
LPL Financial
California
$2.09M +$562K +6,446 +37%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$2.08M -$2.41M -27,690 -54%
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