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Evercore
EVR

Overview Fund Activity

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$383M
2
FCM
Frontier Capital Management
Massachusetts
$91.1M
3
Wells Fargo
Wells Fargo
California
$109M
4
APG Asset Management
APG Asset Management
Netherlands
$55.4M
5
JCM
Junto Capital Management
New York
$18.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$99.3M
2
DCM
Daruma Capital Management
New York
$33.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.9M
4
Prudential Financial
Prudential Financial
New Jersey
$56.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$2.21M -$364K -3,622 -14%
SCM
152
Stevens Capital Management
Pennsylvania
$2.2M +$1.75M +17,383 +388%
GC
153
Globeflex Capital
California
$2.18M -$277K -2,752 -11%
AI
154
Axiom Investors
Connecticut
$2.18M -$2.58M -25,618 -54%
SRAM
155
Stone Ridge Asset Management
New York
$2.14M -$65.1K -647 -3%
MSA
156
Mason Street Advisors
Wisconsin
$2.12M +$14.9K +148 +0.7%
EP
157
Elkfork Partners
Oregon
$2.03M +$1.48M +14,688 +267%
AIM
158
Assured Investment Management
New York
$2M -$1.25M -12,445 -39%
US Bancorp
159
US Bancorp
Minnesota
$1.98M +$193K +1,917 +11%
LPL Financial
160
LPL Financial
California
$1.96M +$197K +1,955 +11%
PP
161
Pegasus Partners
Wisconsin
$1.9M +$1.9M +18,866 New
SAM
162
Sawgrass Asset Management
Florida
$1.86M -$979K -9,740 -35%
EIM
163
Essex Investment Management
Massachusetts
$1.79M +$75K +746 +4%
SCA
164
Snowden Capital Advisors
New York
$1.78M +$65K +646 +4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$1.68M +$262K +2,602 +18%
AG
166
Aperio Group
California
$1.68M +$32.6K +324 +2%
GHCM
167
Glen Harbor Capital Management
California
$1.67M +$1.22M +12,096 +267%
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$1.66M +$232K +2,308 +16%
Citigroup
169
Citigroup
New York
$1.63M -$195K -1,941 -11%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$1.61M +$1.11M +10,995 +217%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$1.58M +$669K +6,654 +73%
HI
172
HBK Investments
Texas
$1.55M +$1.55M +15,400 New
SOMRS
173
State of Michigan Retirement System
Michigan
$1.52M +$10.1K +100 +0.7%
HA
174
Harbor Advisors
Florida
$1.51M – – –
RCM
175
Riverhead Capital Management
Delaware
$1.51M +$1.1M +10,950 +272%
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