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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 %
IA
151
IndexIQ Advisors
New York
$2.08M +$498K +5,706 +32%
QIM
152
Quantitative Investment Management
Virginia
$2.01M -$244K -2,800 -11%
HCM
153
Highbridge Capital Management
New York
$2M +$2M +22,981 New
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$2M +$964K +11,050 +93%
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$1.98M -$14.2M -162,854 -88%
DDPIC
156
Deroy & Devereaux Private Investment Counsel
Michigan
$1.97M – – –
GCP
157
GSA Capital Partners
United Kingdom
$1.96M +$1.6M +18,349 +442%
HAI
158
Hennessy Advisors Inc
California
$1.91M +$1.91M +21,950 New
VRS
159
Virginia Retirement Systems
Virginia
$1.89M – – –
SAM
160
Sawgrass Asset Management
Florida
$1.89M +$185K +2,120 +11%
MSA
161
Mason Street Advisors
Wisconsin
$1.8M +$924K +10,596 +105%
PP
162
Paloma Partners
Connecticut
$1.77M +$1.56M +17,860 +744%
SIM
163
Spark Investment Management
New York
$1.74M – – –
US Bancorp
164
US Bancorp
Minnesota
$1.62M -$8.03K -92 -0.5%
State Board of Administration of Florida Retirement System
165
State Board of Administration of Florida Retirement System
Florida
$1.62M +$11.2K +128 +0.7%
SO
166
STRS Ohio
Ohio
$1.52M -$26.2K -300 -2%
EIM
167
Essex Investment Management
Massachusetts
$1.48M -$197K -2,254 -12%
CSS
168
Cubist Systematic Strategies
Connecticut
$1.48M +$858K +9,840 +138%
SCA
169
Snowden Capital Advisors
New York
$1.46M +$65.3K +749 +5%
BC
170
Brinker Capital
Pennsylvania
$1.41M -$101K -1,160 -7%
AAM
171
Advisors Asset Management
Colorado
$1.41M -$21.8K -234 -2%
Jennison Associates
172
Jennison Associates
New York
$1.37M -$450K -5,159 -25%
AIP
173
Ameritas Investment Partners
Nebraska
$1.36M +$1.07M +12,300 +369%
OAM
174
Oxford Asset Management
United Kingdom
$1.36M +$1.36M +15,584 New
MERSOM
175
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M -$179K -2,050 -12%
5 6
7
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