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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 %
MSA
326
Marino Stram & Associates
Massachusetts
$5K +$583 +7 +13%
WCM
327
Whitener Capital Management
North Carolina
$5K +$5K +60 New
ASN
328
Advisory Services Network
Georgia
$4K – – –
FPFS
329
First Personal Financial Services
North Carolina
$4K – – –
AIM
330
Advantage Investment Management
Iowa
$4K +$410 +4 +11%
S
331
SignatureFD
Georgia
$3K -$2.13K -22 -42%
GAM
332
Gemmer Asset Management
California
$3K – – –
FHA
333
Flagship Harbor Advisors
Massachusetts
$3K – – –
CYG
334
Clean Yield Group
Vermont
$3K +$3K +35 New
SCM
335
Shelton Capital Management
Colorado
$2.94K -$29.3K -2,669 -91%
PMFA
336
Plante Moran Financial Advisors
Michigan
$2K – – –
FRA
337
Front Row Advisors
California
$2K – – –
AF
338
Allworth Financial
California
$2K +$444 +4 +29%
HNB
339
Huntington National Bank
Ohio
$1K -$3.08K -37 -76%
BCA
340
Berman Capital Advisors
Georgia
$1K – – –
WCM
341
WealthBridge Capital Management
Ohio
$1K +$167 +2 +20%
CRCP
342
Copper Rock Capital Partners
Massachusetts
– -$15.8M -223,844 Closed
EGM
343
Engineers Gate Manager
New York
– -$4.11M -57,437 Closed
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
– -$4.05M -56,524 Closed
PCM
345
Prana Capital Management
Connecticut
– -$2.25M -31,400 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
– -$2.2M -30,784 Closed
VIA
347
Vident Investment Advisory
Georgia
– -$1.94M -27,035 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
– -$1.88M -26,264 Closed
IA
349
IndexIQ Advisors
New York
– -$1.72M -24,096 Closed
AU
350
Algebris (UK)
United Kingdom
– -$1.32M -18,500 Closed
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14
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