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

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
JIM
Jupiter Investment Management
United Kingdom
$28.7M
3
FCM
Frontier Capital Management
Massachusetts
$48.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$48.5M
5
Macquarie Group
Macquarie Group
Australia
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
276
PineBridge Investments
New York
$106K – – –
HNB
277
Huntington National Bank
Ohio
$94K +$92.9K +1,047 +8,725%
QCG
278
Quadrant Capital Group
Ohio
$89K – – –
FPS
279
Fieldpoint Private Securities
Connecticut
$86K +$86K +972 New
NIT
280
NumerixS Investment Technologies
British Columbia, Canada
$80K -$560K -6,300 -88%
MC
281
Machina Capital
France
$65K +$65K +729 New
CFGS
282
Concourse Financial Group Securities
Alabama
$56K -$893 -10 -2%
Fidelity Investments
283
Fidelity Investments
Massachusetts
$52K +$11.1K +126 +27%
FCA
284
FinTrust Capital Advisors
South Carolina
$50K -$67K -759 -57%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$50K +$7.06K +80 +16%
RCAG
286
Rehmann Capital Advisory Group
Michigan
$48K +$3.9K +44 +9%
OIA
287
Optimum Investment Advisors
Illinois
$35K – – –
ClearBridge Investments
288
ClearBridge Investments
New York
$33K +$33K +378 New
FHA
289
First Horizon Advisors
Tennessee
$28K -$168 -2 -0.6%
AIS
290
AlphaOne Investment Services
Pennsylvania
$28K – – –
GT
291
Glenmede Trust
Pennsylvania
$26.8K -$5.56K -62,801 -17%
CAW
292
Cornerstone Advisors (Washington)
Washington
$26K +$1.08K +12 +4%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$20K +$1.42K +16 +8%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$19K -$11.6K -133 -38%
FBT
295
First Bank & Trust
South Dakota
$19K -$4.73K -54 -20%
CCMW
296
Cypress Capital Management (Wyoming)
Wyoming
$18K – – –
MA
297
MUFG Americas
New York
$13K – – –
AW
298
Alpha Windward
Massachusetts
$12K +$12K +136 New
CIAS
299
Capital Investment Advisory Services
North Carolina
$11K +$11K +130 New
PA
300
Parallel Advisors
California
$10K -$9.26K -100 -48%
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