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Evercore
EVR

Overview Fund Activity

365 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
8.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
122
Reduced
134
Closed
43
Calls
$9.26M
Puts
$20.2M
Net Calls
-$10.9M
Net Calls Change
-$14.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$65.2M
2
Wells Fargo
Wells Fargo
California
$85.1M
3
Renaissance Technologies
Renaissance Technologies
New York
$137M
4
MSL
Mackay Shields LLC
New York
$22.9M
5
Millennium Management
Millennium Management
New York
$55M

Top Sellers

1
BlackRock
BlackRock
New York
$397M
2
Goldman Sachs
Goldman Sachs
New York
$28.9M
3
HCM
Highline Capital Management
New York
$0
4
PAM
Panagora Asset Management
Massachusetts
$19.6M
5
State Street
State Street
Massachusetts
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$3.87M +$596K +5,656 +18%
AQR Capital Management
127
AQR Capital Management
Connecticut
$3.86M -$2.39M -22,692 -38%
MOACM
128
Mutual of America Capital Management
New York
$3.75M +$67.4K +639 +2%
MAM
129
Martingale Asset Management
Massachusetts
$3.74M +$3.45M +32,759 +1,202%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$3.73M +$1.78M +16,840 +91%
SC
131
Scholtz & Company
Connecticut
$3.7M +$3.7M +35,082 New
NAP
132
New Amsterdam Partners
New York
$3.64M +$3.64M +34,524 New
TG
133
TCW Group
California
$3.63M -$48.7K -462 -1%
Comerica Bank
134
Comerica Bank
Texas
$3.49M -$67.2K -613 -2%
AIM
135
Assured Investment Management
New York
$3.41M +$1.81M +17,123 +113%
SGAM
136
Smith Group Asset Management
Texas
$3.34M -$264K -2,502 -7%
Nordea Investment Management
137
Nordea Investment Management
Sweden
$3.34M +$16.6K +157 +0.5%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$3.3M +$516K +4,896 +19%
Truist Financial
139
Truist Financial
North Carolina
$3.27M -$202K -1,919 -6%
Voloridge Investment Management
140
Voloridge Investment Management
Florida
$3.18M +$3.18M +30,163 New
MAM
141
Morse Asset Management
Connecticut
$3.17M -$105K -1,000 -3%
Allianz Asset Management
142
Allianz Asset Management
Germany
$3.09M – – –
UAS
143
United Asset Strategies
New York
$3.08M +$34.3K +325 +1%
Canada Life
144
Canada Life
Manitoba, Canada
$3.07M +$479K +4,545 +19%
RJA
145
Raymond James & Associates
Florida
$3.03M -$195K -1,848 -6%
ASRS
146
Arizona State Retirement System
Arizona
$2.98M -$23.8K -226 -0.8%
SAM
147
Sawgrass Asset Management
Florida
$2.98M +$692K +6,560 +30%
CAM
148
Covenant Asset Management
New Jersey
$2.94M -$6.43K -61 -0.2%
JIR
149
James Investment Research
Ohio
$2.84M -$102K -965 -3%
TPSF
150
Texas Permanent School Fund
Texas
$2.77M -$108K -1,021 -4%
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