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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 %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$12.3M +$883K +11,027 +8%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$12.2M -$920K -11,485 -7%
Prudential Financial
53
Prudential Financial
New Jersey
$12.2M -$7.56M -94,379 -38%
CSS
54
Cubist Systematic Strategies
Connecticut
$11.7M +$7.06M +88,200 +153%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$11.2M -$97.7K -1,220 -0.9%
HAM
56
Hillcrest Asset Management
Texas
$10.9M -$324K -4,050 -3%
Fisher Asset Management
57
Fisher Asset Management
Washington
$10.4M +$6M +74,943 +135%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$10.4M +$8.61M +107,476 +469%
MCM
59
Matarin Capital Management
New York
$10.1M -$566K -7,071 -5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$10.1M +$860K +10,740 +9%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$9.8M – – –
HA
62
H2O AM
United Kingdom
$9.67M -$3.45M -43,136 -26%
AQR Capital Management
63
AQR Capital Management
Connecticut
$9.61M +$142K +1,784 +1%
SBH
64
Segall Bryant & Hamill
Illinois
$9.3M -$707K -8,828 -7%
MCM
65
Maltese Capital Management
New York
$9.26M +$8.46M +105,600 +1,056%
RA
66
Royce & Associates
New York
$9.05M +$9.05M +113,000 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$9.04M +$3.04M +37,928 +51%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$8.85M -$219K -2,731 -2%
CIA
69
CCM Investment Advisers
South Carolina
$8.83M +$342K +4,271 +4%
SEI Investments
70
SEI Investments
Pennsylvania
$8.82M +$1.25M +15,571 +16%
Squarepoint
71
Squarepoint
New York
$8.68M +$5.65M +70,584 +187%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$8.25M -$335K -4,181 -4%
PPA
73
Parametric Portfolio Associates
Washington
$8.2M +$1.63M +20,299 +25%
TSW
74
Thompson Siegel & Walmsley
Virginia
$8.07M +$8.07M +100,743 New
PI
75
Putnam Investments
Massachusetts
$7.85M +$292K +3,648 +4%
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