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Evercore

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
Name Holding Trade Value Shares
Change
Shares
Change %
CS
51
Credit Suisse
Switzerland
$15.1M -$888K -10,027 -6%
HA
52
H2O AM
United Kingdom
$14.5M +$2.84M +32,155 +24%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$14.5M +$686K +7,748 +5%
American Century Companies
54
American Century Companies
Missouri
$13.8M +$5.33M +60,230 +63%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$12.7M -$6.42M -72,543 -34%
AssetMark Inc
56
AssetMark Inc
California
$12.6M +$2.62M +29,551 +26%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$12.5M -$40K -452 -0.3%
HAM
58
Hillcrest Asset Management
Texas
$12.5M +$75.3K +850 +0.6%
MCM
59
Matarin Capital Management
New York
$11.8M +$2.03M +22,888 +21%
SBH
60
Segall Bryant & Hamill
Illinois
$11.1M +$10.2M +115,660 +1,242%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$10.8M
AQR Capital Management
62
AQR Capital Management
Connecticut
$10.6M +$9.66M +109,048 +1,061%
SSA
63
Schonfeld Strategic Advisors
New York
$10.5M +$10.1M +114,014 +2,302%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.3M +$481K +5,431 +5%
Stifel Financial
65
Stifel Financial
Missouri
$10.1M -$187K -2,110 -2%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$10M -$470K -5,310 -4%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$10M +$479K +5,405 +5%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$9.49M -$432K -4,882 -4%
PFMOSF
69
Philadelphia Financial Management of San Francisco
California
$9.48M +$9.48M +107,066 New
CIA
70
CCM Investment Advisers
South Carolina
$9.39M -$110K -1,245 -1%
UBS Group
71
UBS Group
Switzerland
$8.93M +$2.79M +31,490 +45%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$8.61M -$2.97M -33,503 -26%
Allianz Asset Management
73
Allianz Asset Management
Germany
$8.55M -$417K -4,705 -5%
AllianceBernstein
74
AllianceBernstein
Tennessee
$8.4M +$42.5K +480 +0.5%
SEI Investments
75
SEI Investments
Pennsylvania
$8.37M -$1.7M -19,226 -17%