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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 %
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$14.7M +$3.76M +41,309 +35%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$14.2M +$80.8K +888 +0.6%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$12.9M +$5.86M +64,344 +83%
HAM
54
Hillcrest Asset Management
Texas
$12.7M +$3.37M +37,050 +36%
MSL
55
Mackay Shields LLC
New York
$12.2M -$3.62M -39,727 -23%
HA
56
H2O AM
United Kingdom
$12M +$12M +131,677 New
Two Sigma Advisers
57
Two Sigma Advisers
New York
$11.9M -$319K -3,500 -3%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$11.1M – – –
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$10.8M +$543K +5,969 +5%
Stifel Financial
60
Stifel Financial
Missouri
$10.5M +$9.97M +109,789 +1,768%
SEI Investments
61
SEI Investments
Pennsylvania
$10.4M +$9.47M +104,012 +1,068%
AssetMark Inc
62
AssetMark Inc
California
$10.3M +$645K +7,091 +7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$10.2M +$139K +1,523 +1%
MCM
64
Matarin Capital Management
New York
$10.1M +$8.95M +98,319 +785%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$10M +$1.49M +16,388 +17%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$9.79M -$2.2M -24,225 -18%
CIA
67
CCM Investment Advisers
South Carolina
$9.76M +$1.79M +19,617 +22%
Lazard Asset Management
68
Lazard Asset Management
New York
$9.39M +$4.25M +46,672 +83%
Allianz Asset Management
69
Allianz Asset Management
Germany
$9.21M -$3.39M -37,306 -27%
AII
70
AGF Investments Inc
Ontario, Canada
$9.12M – – –
ZIM
71
Zacks Investment Management
Illinois
$8.96M +$3.01M +33,116 +51%
American Century Companies
72
American Century Companies
Missouri
$8.73M -$7.05M -77,460 -45%
PI
73
Putnam Investments
Massachusetts
$8.69M +$8.83K +97 +0.1%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$8.63M +$1.32M +14,543 +18%
AllianceBernstein
75
AllianceBernstein
Tennessee
$8.58M -$379K -4,160 -4%
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