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Evercore
EVR

Overview Fund Activity

343 hedge funds and large institutions have $3.44B invested in Evercore in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+10
Holders Change %
+3%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
53
Increased
131
Reduced
111
Closed
42
Calls
$3.4M
Puts
$14.5M
Net Calls
-$11.1M
Net Calls Change
-$6.6M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$87.8M
2
Boston Partners
Boston Partners
Massachusetts
+$27.1M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$23.4M
4
SI
Scout Investments
Missouri
+$21.9M
5
Goldman Sachs
Goldman Sachs
New York
+$20.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.5M
2
TA
Teachers Advisors
New York
-$30.6M
3
JIM
Jupiter Investment Management
United Kingdom
-$23.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$16.3M
5
CRCP
Copper Rock Capital Partners
Massachusetts
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JT
276
Jump Trading
Illinois
$238K +$238K +2,611 New
PGA
277
Premia Global Advisors
Florida
$221K +$221K +2,436 New
SIA
278
Sit Investment Associates
Minnesota
$218K – – –
Zurich Cantonal Bank
279
Zurich Cantonal Bank
Switzerland
$212K -$42.9K -471 -17%
WAM
280
World Asset Management
Michigan
$210K +$210K +2,313 New
FFG
281
Fortem Financial Group
California
$208K +$208K +2,288 New
LIA
282
LS Investment Advisors
Michigan
$198K -$2.73K -30 -1%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$196K +$24.6K +272 +14%
AAMU
284
Amundi Asset Management US
Massachusetts
$128K – – –
FCA
285
FinTrust Capital Advisors
South Carolina
$120K +$109K +1,207 +1,023%
SP
286
Symmetry Partners
Connecticut
$116K – – –
PI
287
PineBridge Investments
New York
$109K – – –
MAM
288
Meeder Asset Management
Ohio
$99K -$21.2K -233 -18%
QCG
289
Quadrant Capital Group
Ohio
$92K – – –
RIA
290
Realta Investment Advisors
Delaware
$91K +$91K +1,008 New
BBNA
291
Bremer Bank National Association
Minnesota
$89K +$89K +909 New
CAM
292
Cresset Asset Management
Illinois
$81K +$32.5K +359 +67%
FHB
293
First Hawaiian Bank
Hawaii
$61K – – –
CFGS
294
Concourse Financial Group Securities
Alabama
$57K +$4.74K +53 +9%
RCAG
295
Rehmann Capital Advisory Group
Michigan
$45.3K +$2.64K +29 +6%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$44K +$23.5K +260 +115%
IA
297
IFP Advisors
Florida
$43K -$1.01M -10,974 -96%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$42K +$3.26K +36 +8%
IUHSA
299
Itau Unibanco Holding S.A.
Brazil
$41K – – –
OIA
300
Optimum Investment Advisors
Illinois
$36K – – –
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