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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 %
GRP
301
Global Retirement Partners
California
$10K +$10K +109 New
HIM
302
Hillsdale Investment Management
Ontario, Canada
$9K – – –
PCM
303
Prelude Capital Management
New York
$9K +$9K +105 New
CIA
304
CSat Investment Advisory
Michigan
$8K +$8K +89 New
AC
305
Avestar Capital
New York
$7K – – –
ASN
306
Advisory Services Network
Georgia
$7K +$3.59K +41 +105%
NFG
307
Next Financial Group
Texas
$7K +$7K +75 New
OFS
308
Orrstown Financial Services
Pennsylvania
$6K – – –
VanEck Associates
309
VanEck Associates
New York
$6K – – –
LC
310
Lindbrook Capital
California
$6K – – –
TCM
311
Tradewinds Capital Management
Washington
$5K – – –
PCG
312
Private Capital Group
Connecticut
$4K +$4K +40 New
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$4K +$4K +42 New
GAM
314
Gemmer Asset Management
California
$3K – – –
FPFS
315
First Personal Financial Services
North Carolina
$3K – – –
AIM
316
Advantage Investment Management
Iowa
$3K – – –
FHA
317
Flagship Harbor Advisors
Massachusetts
$3K +$71 +1 +2%
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$3K +$3K +38 New
CI
319
CX Institutional
Indiana
$3K +$3K +39 New
S
320
SignatureFD
Georgia
$2K -$1.1K -11 -35%
PMFA
321
Plante Moran Financial Advisors
Michigan
$2K – – –
AF
322
Allworth Financial
California
$2K – – –
FRA
323
Front Row Advisors
California
$2K – – –
BCA
324
Berman Capital Advisors
Georgia
$2K +$769 +10 +63%
BBHC
325
Brown Brothers Harriman & Co
New York
$2K +$2K +24 New
11 12
13
14 15