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Evercore
EVR

Overview Fund Activity

340 hedge funds and large institutions have $2.96B invested in Evercore in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
119
Reduced
136
Closed
34
Calls
$1.37M
Puts
$6.99M
Net Calls
-$5.62M
Net Calls Change
+$9.93M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$29.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$29M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$27.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$23.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$19.4M

Top Sellers

1
JCM
Junto Capital Management
New York
-$54.2M
2
FCM
Frontier Capital Management
Massachusetts
-$48.8M
3
Invesco
Invesco
Georgia
-$42.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$40.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$569K – – –
SOADOR
227
State of Alaska Department of Revenue
Alaska
$568K -$260K -3,250 -31%
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$562K -$17.3K -216 -3%
BC
229
Brinker Capital
Pennsylvania
$539K +$29.5K +369 +6%
Victory Capital Management
230
Victory Capital Management
Texas
$539K +$539K +6,729 New
HEIP
231
Hudson Edge Investment Partners
New Jersey
$534K +$134K +1,670 +33%
CNAM
232
Campbell Newman Asset Management
Wisconsin
$528K -$4.17K -52 -0.8%
GH
233
GAM Holding
Switzerland
$486K -$145K -1,811 -23%
EMG
234
Ellington Management Group
Connecticut
$481K +$481K +6,000 New
XK
235
Xact Kapitalforvaltning
Sweden
$476K – – –
Rafferty Asset Management
236
Rafferty Asset Management
New York
$474K -$81.1K -1,013 -15%
CANY
237
Caxton Associates (New York)
New York
$473K +$473K +5,900 New
RJFSA
238
Raymond James Financial Services Advisors
Florida
$465K +$11.1K +139 +2%
DAM
239
Deltec Asset Management
New York
$461K – – –
SAM
240
Shell Asset Management
Netherlands
$455K -$3.92K -49 -0.9%
C
241
Cerebellum
California
$436K +$124K +1,547 +40%
TC
242
Telemus Capital
Michigan
$428K – – –
PP
243
Pegasus Partners
Wisconsin
$423K -$710K -8,858 -63%
OI
244
Oakbrook Investments
Illinois
$368K – – –
PIA
245
Piedmont Investment Advisors
North Carolina
$365K -$35K -437 -9%
JIR
246
James Investment Research
Ohio
$358K -$197K -2,455 -35%
GAM
247
Gotham Asset Management
New York
$358K -$92.2K -1,153 -20%
SAM
248
Securian Asset Management
Minnesota
$358K -$31.6K -395 -8%
Verition Fund Management
249
Verition Fund Management
Connecticut
$354K +$354K +4,419 New
BPM
250
Bowling Portfolio Management
Ohio
$353K -$6.64K -83 -2%
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