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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
+$38.3M
3
Millennium Management
Millennium Management
New York
+$36.4M
4
ACL
Azora Capital LP
Florida
+$36M
5
JCM
Junto Capital Management
New York
+$30M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$87.8M
2
JIM
Jupiter Investment Management
United Kingdom
-$28.3M
3
FCM
Frontier Capital Management
Massachusetts
-$24.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$24.1M
5
Macquarie Group
Macquarie Group
Australia
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
351
Dynamic Technology Lab
Singapore
– -$528K -5,801 Closed
QCM
352
Quantinno Capital Management
New York
– -$475K -5,224 Closed
IA
353
Icon Advisers
Colorado
– -$437K -4,800 Closed
EMG
354
Ellington Management Group
Connecticut
– -$391K -4,300 Closed
OAM
355
Origin Asset Management
United Kingdom
– -$317K -3,488 Closed
Verition Fund Management
356
Verition Fund Management
Connecticut
– -$300K -3,292 Closed
Janus Henderson Group
357
Janus Henderson Group
United Kingdom
– -$271K -2,979 Closed
Mariner
358
Mariner
Kansas
– -$250K -2,742 Closed
PGA
359
Premia Global Advisors
Florida
– -$221K -2,436 Closed
WAM
360
World Asset Management
Michigan
– -$210K -2,313 Closed
FFG
361
Fortem Financial Group
California
– -$208K -2,288 Closed
SP
362
Symmetry Partners
Connecticut
– -$116K -1,274 Closed
RIA
363
Realta Investment Advisors
Delaware
– -$91K -1,008 Closed
BBNA
364
Bremer Bank National Association
Minnesota
– -$89K -909 Closed
FHB
365
First Hawaiian Bank
Hawaii
– -$61K -675 Closed
TAIM
366
TD Ameritrade Investment Management
Nebraska
– -$35K -384 Closed
Loomis, Sayles & Company
367
Loomis, Sayles & Company
Massachusetts
– -$25K -277 Closed
OWA
368
One Wealth Advisors
California
– -$16K -178 Closed
IWP
369
Icon Wealth Partners
Texas
– -$14K -152 Closed
CTC
370
Central Trust Company
Missouri
– -$14K -150 Closed
WAM
371
Wealthspire Advisors (Maryland)
Maryland
– -$6K -67 Closed
WCM
372
Whitener Capital Management
North Carolina
– -$5K -60 Closed
MSA
373
Marino Stram & Associates
Massachusetts
– -$5K -60 Closed
SWM
374
SeaCrest Wealth Management
New York
– -$5K -51 Closed
LPC
375
Loeb Partners Corp
New York
– -$5K -50 Closed
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