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Evercore
EVR

Overview Fund Activity

331 hedge funds and large institutions have $3.38B invested in Evercore in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-12
Holders Change %
-3.5%
% of All Funds
7.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
114
Reduced
134
Closed
48
Calls
$1.6M
Puts
$17.1M
Net Calls
-$15.5M
Net Calls Change
-$4.48M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$42.5M
3
Millennium Management
3
Millennium Management
New York
$109M
4
ACL
4
Azora Capital LP
Florida
$36M
5
JCM
5
Junto Capital Management
New York
$54.2M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
JIM
2
Jupiter Investment Management
United Kingdom
$28.7M
3
FCM
3
Frontier Capital Management
Massachusetts
$48.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$48.5M
5
Macquarie Group
5
Macquarie Group
Australia
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
226
Deltec Asset Management
New York
$510K – – –
SAM
227
Shell Asset Management
Netherlands
$508K -$11.6K -131 -2%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$502K -$43.6K -492 -8%
GAM
229
Gotham Asset Management
New York
$498K -$305K -3,446 -38%
BF
230
BOK Financial
Oklahoma
$493K +$3.89K +44 +0.8%
HF
231
HRT Financial
New York
$492K +$492K +5,557 New
HSBC Holdings
232
HSBC Holdings
United Kingdom
$475K -$1.03M -11,621 -68%
HEIP
233
Hudson Edge Investment Partners
New Jersey
$442K +$40.4K +456 +10%
PIA
234
Piedmont Investment Advisors
North Carolina
$442K +$86.9K +982 +24%
WCM
235
Wedge Capital Management
North Carolina
$437K +$437K +4,934 New
Holocene Advisors
236
Holocene Advisors
New York
$433K +$140K +1,577 +48%
SAM
237
Securian Asset Management
Minnesota
$431K -$8.85K -100 -2%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$430K +$378K +4,270 +730%
TC
239
Telemus Capital
Michigan
$416K -$545 -7 -0.1%
OI
240
Oakbrook Investments
Illinois
$407K -$22.1K -250 -5%
BPM
241
Bowling Portfolio Management
Ohio
$398K -$93.3K -1,054 -19%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$380K +$124K +1,401 +49%
AA
243
ALPS Advisors
Colorado
$367K -$19.5K -220 -5%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$365K -$7.42K -84 -2%
SCM
245
Stevens Capital Management
Pennsylvania
$360K +$360K +4,066 New
ONB
246
Old National Bancorp
Indiana
$355K -$18.8K -212 -5%
CGH
247
Crossmark Global Holdings
Texas
$346K -$29.2K -330 -8%
C
248
Cerebellum
California
$345K +$28.9K +327 +9%
WIS
249
Wright Investors Service
Connecticut
$341K +$2.75K +31 +0.8%
SFSIG
250
San Francisco Sentry Investment Group
California
$337K – – –
8 9
10
11 12