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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 %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$863K +$323K +3,700 +60%
SPIA
202
Steward Partners Investment Advisory
New York
$835K +$9.94K +114 +1%
BDS
203
Banco de Sabadell
Florida
$832K +$832K +9,835 New
OAM
204
Oppenheimer Asset Management
New York
$826K -$13.3K -153 -2%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$822K -$1.3M -14,921 -61%
AG
206
Aperio Group
California
$813K -$76.7K -880 -9%
FRA
207
Front Row Advisors
California
$808K +$802K +9,205 +14,383%
VI
208
Versor Investments
New York
$771K +$305K +3,500 +65%
SW
209
SVB Wealth
Massachusetts
$766K -$10.9K -125 -1%
CGH
210
Crossmark Global Holdings
Texas
$755K -$76.7K -880 -9%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$747K -$430K -4,932 -37%
KeyBank National Association
212
KeyBank National Association
Ohio
$743K +$743K +8,515 New
CB
213
Cadence Bank
Mississippi
$739K +$273K +3,130 +59%
NMIMC
214
Northwestern Mutual Investment Management Company
Wisconsin
$733K +$733K +8,410 New
CIC
215
Cornercap Investment Counsel
Georgia
$727K -$155K -1,780 -18%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$705K +$705K +8,092 New
O
217
OppenheimerFunds
New York
$700K -$443K -5,077 -39%
SIA
218
Sit Investment Associates
Minnesota
$674K – – –
ACM
219
Argent Capital Management
Missouri
$658K +$658K +7,542 New
BCM
220
Bridgeway Capital Management
Texas
$637K +$78.5K +900 +14%
PA
221
Profund Advisors
Maryland
$617K +$48.7K +558 +9%
NSEDCP
222
NJ State Employees Deferred Compensation Plan
New Jersey
$610K +$610K +7,000 New
Envestnet Asset Management
223
Envestnet Asset Management
Illinois
$598K -$1.57M -17,503 -72%
TRCT
224
Tower Research Capital (TRC)
New York
$594K +$575K +6,592 +3,010%
FRM
225
Fox Run Management
Connecticut
$584K +$61.1K +701 +12%
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