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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 %
BlackRock
1
BlackRock
New York
$391M -$107M -1,227,341 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M -$12.5M -143,710 -4%
State Street
3
State Street
Massachusetts
$119M +$30.2M +345,897 +34%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$95.5M -$1.03M -11,795 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$87.4M +$4.17M +47,800 +5%
CCM
6
Channing Capital Management
Illinois
$75M -$6.36M -72,893 -8%
Invesco
7
Invesco
Georgia
$66.5M +$3.04M +34,898 +5%
CVA
8
Ceredex Value Advisors
Florida
$66.4M +$66.4M +761,886 New
Bank of America
9
Bank of America
North Carolina
$63M +$11M +126,697 +21%
JIM
10
Jupiter Investment Management
United Kingdom
$62.5M – – –
American Century Companies
11
American Century Companies
Missouri
$61.4M -$15.8M -181,345 -20%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$57.2M -$6.63M -76,045 -10%
DCM
13
Daruma Capital Management
New York
$55.6M -$559K -6,414 -1%
Northern Trust
14
Northern Trust
Illinois
$53.2M +$10.5M +120,367 +25%
Goldman Sachs
15
Goldman Sachs
New York
$52.7M -$536K -6,141 -1%
Prudential Financial
16
Prudential Financial
New Jersey
$51.2M +$15.9M +182,671 +45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$51M -$4.24M -48,672 -8%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$50.6M +$12.2M +140,194 +32%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$47.6M +$4.24M +48,650 +10%
GT
20
Glenmede Trust
Pennsylvania
$46.9M – – –
FCM
21
Frontier Capital Management
Massachusetts
$46.5M +$46.5M +533,624 New
Wellington Management Group
22
Wellington Management Group
Massachusetts
$46.5M -$7.3M -83,680 -14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$44.8M +$3.73M +42,747 +9%
Morgan Stanley
24
Morgan Stanley
New York
$43.3M +$11.2M +127,987 +35%
Macquarie Group
25
Macquarie Group
Australia
$43.1M +$3.01M +34,473 +7%
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