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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 %
AIM
176
Assured Investment Management
New York
$1.33M +$217K +2,490 +20%
HA
177
Harbor Advisors
Florida
$1.31M – – –
SOMRS
178
State of Michigan Retirement System
Michigan
$1.3M +$1.3M +14,900 New
KI
179
Koch Industries
Kansas
$1.28M +$745K +8,542 +140%
HIM
180
Hillsdale Investment Management
Ontario, Canada
$1.27M – – –
ProShare Advisors
181
ProShare Advisors
Maryland
$1.26M +$167K +1,916 +15%
CCM
182
Covington Capital Management
California
$1.25M -$4.36K -50 -0.3%
SRAM
183
Stone Ridge Asset Management
New York
$1.24M – – –
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$1.22M -$174 -2 -0%
SG Americas Securities
185
SG Americas Securities
New York
$1.2M +$140K +1,610 +13%
PL
186
Polianta Ltd
Jersey
$1.14M +$1.14M +13,100 New
UCFA
187
United Capital Financial Advisors
Texas
$1.14M +$14.5K +166 +1%
T. Rowe Price Associates
188
T. Rowe Price Associates
Maryland
$1.11M +$6.19K +71 +0.6%
DIA
189
Denver Investment Advisors
Colorado
$1.04M -$271K -3,110 -21%
NMERB
190
New Mexico Educational Retirement Board
New Mexico
$1.01M +$1.01M +11,600 New
IA
191
IFP Advisors
Florida
$983K – – –
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$970K +$970K +11,120 New
KBC Group
193
KBC Group
Belgium
$968K -$391K -4,480 -29%
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$960K -$34.5K -396 -3%
ERSOT
195
Employees Retirement System of Texas
Texas
$959K -$2.44M -28,000 -72%
LSERS
196
Louisiana State Employees Retirement System
Louisiana
$942K -$506K -5,800 -35%
CM
197
Crestline Management
Texas
$937K +$937K +10,748 New
SEI Investments
198
SEI Investments
Pennsylvania
$930K +$125K +1,437 +16%
BCC
199
Bridge City Capital
Oregon
$924K +$52.3K +600 +6%
CG
200
Clinton Group
New York
$910K +$910K +10,434 New
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