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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
$102M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$92.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$39.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
$19.4M

Top Sellers

1
JCM
Junto Capital Management
New York
$0
2
FCM
Frontier Capital Management
Massachusetts
$0
3
Invesco
Invesco
Georgia
$19.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.25M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
326
Gemmer Asset Management
California
$3K -$171 -2 -5%
FHA
327
Flagship Harbor Advisors
Massachusetts
$3K – – –
Kayne Anderson Rudnick Investment Management
328
Kayne Anderson Rudnick Investment Management
California
$3K – – –
AIM
329
Advantage Investment Management
Iowa
$3K – – –
S
330
SignatureFD
Georgia
$3K +$1.57K +22 +110%
OFS
331
Orrstown Financial Services
Pennsylvania
$2K -$2.58K -40 -56%
PMFA
332
Plante Moran Financial Advisors
Michigan
$2K – – –
BCA
333
Berman Capital Advisors
Georgia
$1K -$625 -10 -38%
FRA
334
Front Row Advisors
California
$1K – – –
AF
335
Allworth Financial
California
$1K – – –
JCM
336
Junto Capital Management
New York
– -$54.2M -612,110 Closed
FCM
337
Frontier Capital Management
Massachusetts
– -$48.8M -550,880 Closed
SC
338
Samlyn Capital
New York
– -$21.8M -246,568 Closed
AII
339
AGF Investments Inc
Ontario, Canada
– -$6.64M -75,000 Closed
Asset Management One
340
Asset Management One
Japan
– -$2.21M -24,913 Closed
HW
341
Hancock Whitney
Mississippi
– -$1.89M -21,317 Closed
Jane Street
342
Jane Street
New York
– -$1.88M -21,171 Closed
PCM
343
Prana Capital Management
Connecticut
– -$1.6M -18,100 Closed
ACP
344
Aviance Capital Partners
Florida
– -$1.42M -16,075 Closed
Jennison Associates
345
Jennison Associates
New York
– -$1.24M -14,018 Closed
USGIU
346
U.S. Global Investors (USGI)
Texas
– -$1.06M -11,945 Closed
KM
347
Kalos Management
Georgia
– -$661K -9,247 Closed
FRM
348
Fox Run Management
Connecticut
– -$778K -8,780 Closed
UCFA
349
United Capital Financial Advisors
Texas
– -$599K -6,758 Closed
USAA
350
United Services Automobile Association
Texas
– -$562K -6,350 Closed
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