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Evercore
EVR

Overview Fund Activity

328 hedge funds and large institutions have $3.47B invested in Evercore in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
56
Increased
114
Reduced
122
Closed
22
Calls
$4.78M
Puts
$20.9M
Net Calls
-$16.1M
Net Calls Change
-$18.3M

Top Buyers

1
JIM
1
Jupiter Investment Management
United Kingdom
$64.5M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$29.5M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$39.6M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$22.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$31.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$4.66M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M
3
BlackRock
3
BlackRock
New York
$514M
4
SAM
4
Sentinel Asset Management
Vermont
$0
5
American Century Companies
5
American Century Companies
Missouri
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Sawgrass Asset Management
Florida
$1.76M +$931K +10,345 +113%
EIM
152
Essex Investment Management
Massachusetts
$1.73M -$21.8K -242 -1%
CCMH
153
Cornerstone Capital Management Holdings
New York
$1.71M -$1.21M -13,500 -42%
US Bancorp
154
US Bancorp
Minnesota
$1.67M +$73.7K +819 +5%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.66M +$13.5K +150 +0.8%
IA
156
IndexIQ Advisors
New York
$1.63M +$627K +6,962 +63%
MIM
157
MetLife Investment Management
New Jersey
$1.6M +$1.6M +17,759 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.6M +$1.21M +13,445 +314%
SO
159
STRS Ohio
Ohio
$1.59M -$108K -1,200 -6%
LPL Financial
160
LPL Financial
California
$1.57M -$123K -1,370 -7%
MERSOM
161
Municipal Employees' Retirement System of Michigan
Michigan
$1.57M +$8.1K +90 +0.5%
BC
162
Brinker Capital
Pennsylvania
$1.56M +$48.4K +538 +3%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$1.49M +$63K +700 +4%
NI
164
Numeric Investors
Massachusetts
$1.49M +$1.49M +16,600 New
BIM
165
Bogle Investment Management
Massachusetts
$1.47M +$1.47M +16,290 New
SCA
166
Snowden Capital Advisors
New York
$1.44M +$166K +1,845 +13%
KBC Group
167
KBC Group
Belgium
$1.4M – – –
AAM
168
Advisors Asset Management
Colorado
$1.38M -$39.6K -440 -3%
DIA
169
Denver Investment Advisors
Colorado
$1.36M -$61.2K -680 -4%
HA
170
Harbor Advisors
Florida
$1.35M +$540K +6,000 +67%
TI
171
Trexquant Investment
Connecticut
$1.35M +$1.35M +14,983 New
Neuberger Berman Group
172
Neuberger Berman Group
New York
$1.33M +$1.33M +14,823 New
HIM
173
Hillsdale Investment Management
Ontario, Canada
$1.31M – – –
CCM
174
Covington Capital Management
California
$1.29M – – –
SRAM
175
Stone Ridge Asset Management
New York
$1.28M +$1.28M +14,214 New
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