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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 %
MWNA
251
Marshall Wace North America
New York
$349K -$113K -1,407 -24%
AA
252
ALPS Advisors
Colorado
$345K +$12.7K +159 +4%
AG
253
Advisor Group
Arizona
$319K +$59.7K +745 +23%
WG
254
Winton Group
United Kingdom
$318K -$262K -3,273 -45%
FI
255
FormulaFolio Investments
Michigan
$315K +$315K +3,927 New
ONB
256
Old National Bancorp
Indiana
$306K -$15.7K -195 -5%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$306K +$306K +3,831 New
SFSIG
258
San Francisco Sentry Investment Group
California
$304K – – –
BAM
259
Blueshift Asset Management
New Jersey
$300K +$300K +3,743 New
CGH
260
Crossmark Global Holdings
Texas
$291K -$22.4K -280 -7%
QI
261
Qtron Investments
Massachusetts
$288K – – –
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$273K – – –
OAM
263
Oppenheimer Asset Management
New York
$272K -$5.45K -68 -2%
LCM
264
Landscape Capital Management
New Jersey
$271K +$271K +3,378 New
ACI
265
AMP Capital Investors
Australia
$271K +$271K +3,439 New
SWP
266
Stratos Wealth Partners
Ohio
$270K +$270K +3,370 New
PRC
267
Pearl River Capital
Michigan
$254K +$254K +3,175 New
PA
268
Profund Advisors
Maryland
$251K -$52K -649 -17%
LTFS
269
Ladenburg Thalmann Financial Services
Florida
$249K +$35.4K +441 +17%
SB
270
Suntrust Banks
Georgia
$240K +$16.1K +201 +7%
NIT
271
NumerixS Investment Technologies
British Columbia, Canada
$240K +$168K +2,100 +233%
ECM
272
ETrade Capital Management
Virginia
$239K -$5.2K -65 -2%
CAM
273
Cresset Asset Management
Illinois
$233K +$20.6K +257 +10%
MML Investors Services
274
MML Investors Services
Massachusetts
$232K -$42.4K -530 -15%
WCM
275
Wedge Capital Management
North Carolina
$231K -$164K -2,046 -41%
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