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Evercore
EVR

Overview Fund Activity

365 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 134 reducing their positions, and 43 closing their positions.

Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
8.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
122
Reduced
134
Closed
43
Calls
$9.26M
Puts
$20.2M
Net Calls
-$10.9M
Net Calls Change
-$14.8M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$65.2M
2
Wells Fargo
2
Wells Fargo
California
$85.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$137M
4
MSL
4
Mackay Shields LLC
New York
$22.9M
5
Millennium Management
5
Millennium Management
New York
$55M

Top Sellers

1
BlackRock
1
BlackRock
New York
$397M
2
Goldman Sachs
2
Goldman Sachs
New York
$28.9M
3
HCM
3
Highline Capital Management
New York
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$19.6M
5
State Street
5
State Street
Massachusetts
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$397M 3,760,852 -721,181 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$354M 3,355,405 +151,572 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$137M 1,296,800 +294,200 +29%
State Street
4
State Street
Massachusetts
$115M 1,086,994 -280,353 -21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.9M 918,542 -176,849 -16%
Invesco
6
Invesco
Georgia
$90.2M 855,180 +92,170 +12%
Wells Fargo
7
Wells Fargo
California
$85.1M 806,683 +324,761 +67%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$81.6M 774,022 +117,742 +18%
Prudential Financial
9
Prudential Financial
New Jersey
$81.4M 771,559 +184,347 +31%
CVA
10
Ceredex Value Advisors
Florida
$76.1M 721,271 -40,615 -5%
JIM
11
Jupiter Investment Management
United Kingdom
$75.6M 716,540 – –
Aberdeen Group
12
Aberdeen Group
United Kingdom
$75.2M 712,785 +132,066 +23%
CCM
13
Channing Capital Management
Illinois
$72.7M 689,623 -170,884 -20%
Bank of America
14
Bank of America
North Carolina
$69.8M 662,055 -60,813 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$69.4M 657,987 +73,661 +13%
FCM
16
Frontier Capital Management
Massachusetts
$65.7M 622,694 +89,070 +17%
American Century Companies
17
American Century Companies
Missouri
$65.6M 621,937 -82,053 -12%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$65.2M 617,972 +587,056 +1,899%
DCM
19
Daruma Capital Management
New York
$61.3M 581,462 -56,351 -9%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$60.1M 569,682 +24,021 +4%
Millennium Management
21
Millennium Management
New York
$55M 521,977 +189,611 +57%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$50.6M 480,134 -33,559 -7%
AL
23
AJO LP
Pennsylvania
$50.4M 477,908 +103,623 +28%
GT
24
Glenmede Trust
Pennsylvania
$49.2M 466,238 -55,375 -11%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$47.5M 450,707 -82,067 -15%
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