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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 %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$1.26M +$27.6K +307 +2%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$1.21M +$909K +10,099 +298%
O
178
OppenheimerFunds
New York
$1.18M -$236K -2,620 -17%
UCFA
179
United Capital Financial Advisors
Texas
$1.16M -$7.65K -85 -0.7%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$1.16M +$1.16M +12,869 New
PI
181
PineBridge Investments
New York
$1.15M +$707K +7,851 +161%
AIM
182
Assured Investment Management
New York
$1.14M +$810K +8,995 +242%
T. Rowe Price Associates
183
T. Rowe Price Associates
Maryland
$1.13M -$900 -10 -0.1%
ProShare Advisors
184
ProShare Advisors
Maryland
$1.13M +$331K +3,677 +42%
SG Americas Securities
185
SG Americas Securities
New York
$1.09M -$883K -9,808 -45%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M -$1.24M -13,789 -54%
SBIA
187
Sheaff Brock Investment Advisors
Indiana
$1.03M -$30K -333 -3%
IA
188
IFP Advisors
Florida
$983K +$2.34K +26 +0.2%
AG
189
Aperio Group
California
$919K +$74.2K +824 +9%
CIC
190
Cornercap Investment Counsel
Georgia
$910K -$4.95K -55 -0.5%
MSA
191
Mason Street Advisors
Wisconsin
$904K +$9.27K +103 +1%
BCC
192
Bridge City Capital
Oregon
$899K – – –
CGH
193
Crossmark Global Holdings
Texas
$859K +$900 +10 +0.1%
SPIA
194
Steward Partners Investment Advisory
New York
$851K +$21.9K +244 +3%
SEI Investments
195
SEI Investments
Pennsylvania
$830K +$29.8K +331 +4%
ACI
196
AMP Capital Investors
Australia
$810K -$369K -4,100 -31%
SCM
197
Stevens Capital Management
Pennsylvania
$804K -$1.32M -14,635 -62%
SW
198
SVB Wealth
Massachusetts
$802K -$450 -5 -0.1%
Ohio Public Employees Retirement System (OPERS)
199
Ohio Public Employees Retirement System (OPERS)
Ohio
$787K +$14.1K +157 +2%
OAM
200
Oppenheimer Asset Management
New York
$773K – – –
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