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Evercore
EVR

Overview Fund Activity

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$383M
2
FCM
2
Frontier Capital Management
Massachusetts
$91.1M
3
Wells Fargo
3
Wells Fargo
California
$109M
4
APG Asset Management
4
APG Asset Management
Netherlands
$55.4M
5
JCM
5
Junto Capital Management
New York
$18.6M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$99.3M
2
DCM
2
Daruma Capital Management
New York
$33.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.9M
4
Prudential Financial
4
Prudential Financial
New Jersey
$56.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$386M 3,836,967 +76,115 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$383M 3,805,905 +450,500 +13%
State Street
3
State Street
Massachusetts
$114M 1,128,975 +41,981 +4%
Wells Fargo
4
Wells Fargo
California
$109M 1,080,501 +273,818 +34%
Renaissance Technologies
5
Renaissance Technologies
New York
$99.3M 987,400 -309,400 -24%
FCM
6
Frontier Capital Management
Massachusetts
$91.1M 906,275 +283,581 +46%
Invesco
7
Invesco
Georgia
$87M 864,862 +9,682 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$85.6M 851,471 -67,071 -7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$83.5M 830,081 +56,059 +7%
JIM
10
Jupiter Investment Management
United Kingdom
$72M 716,540 – –
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$71.4M 710,079 +140,397 +25%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.6M 682,491 +24,504 +4%
Bank of America
13
Bank of America
North Carolina
$67.6M 672,081 +10,026 +2%
CVA
14
Ceredex Value Advisors
Florida
$67.3M 669,627 -51,644 -7%
CCM
15
Channing Capital Management
Illinois
$67.1M 667,627 -21,996 -3%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$61.2M 608,969 -9,003 -1%
American Century Companies
17
American Century Companies
Missouri
$58.8M 585,213 -36,724 -6%
Prudential Financial
18
Prudential Financial
New Jersey
$56.2M 558,735 -212,824 -28%
APG Asset Management
19
APG Asset Management
Netherlands
$55.4M 639,700 +239,500 +60%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$53.4M 531,201 -181,584 -25%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$50.8M 505,223 +54,516 +12%
WRF
22
Waddell & Reed Financial
Kansas
$46.9M 465,973 +28,523 +7%
GT
23
Glenmede Trust
Pennsylvania
$45.4M 451,572 -14,666 -3%
Millennium Management
24
Millennium Management
New York
$43.8M 435,511 -86,466 -17%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$43.3M 430,554 -49,580 -10%
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