EVR icon

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 %
BC
151
Brinker Capital
Pennsylvania
$1.35M +$197K +2,452 +17%
SCM
152
Suffolk Capital Management
New York
$1.29M -$668K -8,320 -34%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.28M -$64.2K -800 -5%
AAM
154
Advisors Asset Management
Colorado
$1.27M +$116K +1,443 +10%
DIA
155
Denver Investment Advisors
Colorado
$1.26M +$18.5K +230 +1%
O
156
OppenheimerFunds
New York
$1.26M -$129K -1,610 -9%
KBC Group
157
KBC Group
Belgium
$1.25M – – –
GS
158
GAM Systematic
United Kingdom
$1.24M +$572K +7,125 +85%
LCM
159
Laurion Capital Management
New York
$1.23M +$177K +2,200 +17%
PL
160
Polianta Ltd
Jersey
$1.19M – – –
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$1.18M +$1.18M +14,717 New
HIM
162
Hillsdale Investment Management
Ontario, Canada
$1.17M – – –
PP
163
Paloma Partners
Connecticut
$1.16M +$1.16M +14,397 New
CCM
164
Covington Capital Management
California
$1.15M +$1.15M +14,355 New
SCA
165
Snowden Capital Advisors
New York
$1.13M +$5.54K +69 +0.5%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$1.1M +$24K +299 +2%
DTL
167
Dynamic Technology Lab
Singapore
$1.07M +$1.07M +13,375 New
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$1.06M -$1.95M -24,249 -65%
ACI
169
AMP Capital Investors
Australia
$1.05M +$1.05M +13,100 New
UCFA
170
United Capital Financial Advisors
Texas
$1.04M +$166K +2,074 +19%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.03M -$48.1K -600 -4%
T. Rowe Price Associates
172
T. Rowe Price Associates
Maryland
$1.01M +$88.2K +1,100 +10%
SBIA
173
Sheaff Brock Investment Advisors
Indiana
$942K -$65.8K -820 -7%
Squarepoint
174
Squarepoint
New York
$898K -$883K -11,005 -50%
IA
175
IndexIQ Advisors
New York
$893K +$405K +5,044 +83%
5 6
7
8 9