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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 %
TI
151
Trexquant Investment
Connecticut
$2.75M -$1.7M -16,089 -38%
AR
152
Advisory Research
Illinois
$2.7M -$404K -3,832 -13%
MIM
153
MetLife Investment Management
New Jersey
$2.7M -$1.77M -16,777 -40%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$2.7M -$143K -1,358 -5%
ZIM
155
Zacks Investment Management
Illinois
$2.66M +$110K +1,045 +4%
PGCM
156
Prescott Group Capital Management
Oklahoma
$2.65M – – –
IA
157
IndexIQ Advisors
New York
$2.65M +$136K +1,289 +5%
SP
158
Sarasin & Partners
United Kingdom
$2.64M – – –
GC
159
Globeflex Capital
California
$2.58M -$256K -2,425 -9%
QIM
160
Quantitative Investment Management
Virginia
$2.49M +$63.3K +600 +3%
DDPIC
161
Deroy & Devereaux Private Investment Counsel
Michigan
$2.36M -$21.1K -200 -0.9%
HA
162
Halsey Associates
Connecticut
$2.32M -$330K -3,125 -12%
SRAM
163
Stone Ridge Asset Management
New York
$2.31M +$812K +7,694 +54%
MSA
164
Mason Street Advisors
Wisconsin
$2.2M +$26.1K +247 +1%
HIM
165
Hillsdale Investment Management
Ontario, Canada
$1.93M +$390K +3,700 +25%
Citigroup
166
Citigroup
New York
$1.91M -$6.5M -61,640 -77%
US Bancorp
167
US Bancorp
Minnesota
$1.87M -$81K -768 -4%
LPL Financial
168
LPL Financial
California
$1.85M -$671K -6,366 -27%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$1.84M +$1.13M +10,725 +160%
SCA
170
Snowden Capital Advisors
New York
$1.8M +$33.3K +316 +2%
EIM
171
Essex Investment Management
Massachusetts
$1.79M +$211 +2 +0%
WAM
172
Wolverine Asset Management
Illinois
$1.73M +$1.73M +16,408 New
AG
173
Aperio Group
California
$1.72M +$740K +7,023 +75%
SG Americas Securities
174
SG Americas Securities
New York
$1.68M +$229K +2,174 +16%
HA
175
Harbor Advisors
Florida
$1.58M – – –
5 6
7
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