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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$514M 5,709,374 -251,434 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M 3,347,543 -359,891 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$99.6M 1,107,186 +4,097 +0.4%
State Street
4
State Street
Massachusetts
$91.9M 1,021,450 +41,164 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$85.9M 954,800 -72,700 -7%
CCM
6
Channing Capital Management
Illinois
$84M 933,400 +86,420 +10%
American Century Companies
7
American Century Companies
Missouri
$79.7M 885,335 -133,458 -13%
VFA
8
Virtus Fund Advisers
Connecticut
$75.3M 836,444 -32,818 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$65.9M 732,325 +178,719 +32%
Invesco
10
Invesco
Georgia
$65.5M 728,112 -80,252 -10%
JIM
11
Jupiter Investment Management
United Kingdom
$64.5M 716,540 +346,455 +94%
DCM
12
Daruma Capital Management
New York
$58M 644,227 -11,669 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$57M 632,998 +12,037 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$55.5M 616,454 +14,035 +2%
Goldman Sachs
15
Goldman Sachs
New York
$55M 610,722 +198,244 +48%
Bank of America
16
Bank of America
North Carolina
$53.7M 596,171 +68,879 +13%
GT
17
Glenmede Trust
Pennsylvania
$46.9M 521,613 -10,876 -2%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$44.7M 497,011 -9,485 -2%
PAM
19
Panagora Asset Management
Massachusetts
$44.2M 491,199 -130,050 -21%
Northern Trust
20
Northern Trust
Illinois
$44.1M 489,552 -17,649 -3%
Ameriprise
21
Ameriprise
Minnesota
$43.9M 487,610 -7,560 -2%
Norges Bank
22
Norges Bank
Norway
$43.3M 481,163 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$42.4M 470,946 -46,723 -9%
Macquarie Group
24
Macquarie Group
Australia
$41.4M 459,701 +9,744 +2%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$41M 456,075 -40,539 -8%
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