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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 %
SI
26
Scout Investments
Missouri
$29.5M -$10.1M -125,646 -25%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$29.1M +$29.1M +363,440 New
Ameriprise
28
Ameriprise
Minnesota
$28.7M +$981K +12,250 +4%
Northern Trust
29
Northern Trust
Illinois
$27.3M -$2.16M -27,000 -7%
TCM
30
TimesSquare Capital Management
New York
$26.4M +$6.54M +81,600 +33%
JIM
31
Jupiter Investment Management
United Kingdom
$25.3M -$655K -8,177 -3%
Bank of America
32
Bank of America
North Carolina
$25.3M -$888K -11,084 -3%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$21.9M -$529K -6,609 -2%
Boston Partners
34
Boston Partners
Massachusetts
$21.1M -$421K -5,276 -2%
SSA
35
Schonfeld Strategic Advisors
New York
$20.6M +$11.1M +138,581 +116%
CTA
36
Carillon Tower Advisers
Florida
$20.3M -$6.87M -85,775 -25%
Invesco
37
Invesco
Georgia
$19.7M -$42.4M -529,259 -68%
CCMG
38
Clark Capital Management Group
Pennsylvania
$19.4M +$19.4M +242,681 New
Franklin Resources
39
Franklin Resources
California
$18.5M +$376K +4,696 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$17.9M +$3.83M +47,855 +27%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$17.1M +$67.9K +848 +0.4%
BG
42
Bahl & Gaynor
Ohio
$16.5M +$1.32M +16,540 +9%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$16M -$16.9K -211 -0.1%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$15.8M -$2.47M -30,819 -14%
Principal Financial Group
45
Principal Financial Group
Iowa
$15.2M +$426K +5,314 +3%
PFMOSF
46
Philadelphia Financial Management of San Francisco
California
$13.5M +$4.92M +61,385 +57%
PAM
47
Panagora Asset Management
Massachusetts
$12.9M -$3M -37,504 -19%
American Century Companies
48
American Century Companies
Missouri
$12.8M +$332K +4,147 +3%
Lazard Asset Management
49
Lazard Asset Management
New York
$12.3M +$6.28M +78,402 +104%
AssetMark Inc
50
AssetMark Inc
California
$12.3M +$895K +11,176 +8%
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