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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
1
Hotchkis & Wiley Capital Management
California
$29.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$102M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$92.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$39.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$19.4M

Top Sellers

1
JCM
1
Junto Capital Management
New York
$0
2
FCM
2
Frontier Capital Management
Massachusetts
$0
3
Invesco
3
Invesco
Georgia
$19.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.25M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
76
Pier Capital
Connecticut
$7.84M +$439K +5,481 +6%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$7.5M -$1.55M -19,364 -17%
Citigroup
78
Citigroup
New York
$7.41M +$6.66M +83,162 +892%
AllianceBernstein
79
AllianceBernstein
Tennessee
$7.39M -$206K -2,570 -3%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$7.22M -$93.6K -1,168 -1%
UBS Group
81
UBS Group
Switzerland
$6.4M -$1.68M -21,001 -21%
Swiss National Bank
82
Swiss National Bank
Switzerland
$6.18M +$72.1K +900 +1%
AIG
83
American International Group
New York
$6.14M -$300K -3,748 -5%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$6.12M -$1.67M -20,800 -21%
Legal & General Group
85
Legal & General Group
United Kingdom
$5.95M +$191K +2,386 +3%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$5.94M -$401K -5,006 -6%
Jacobs Levy Equity Management
87
Jacobs Levy Equity Management
New Jersey
$5.79M +$136K +1,700 +2%
MSL
88
Mackay Shields LLC
New York
$5.72M -$1.73M -21,625 -23%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$5.68M +$325K +4,063 +6%
MCM
90
McKinley Capital Management
Alaska
$5.48M -$993K -12,400 -15%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$5.27M +$1.91M +23,789 +57%
ZIM
92
Zacks Investment Management
Illinois
$5.18M +$97.3K +1,215 +2%
CM
93
Crestline Management
Texas
$5.12M +$1.91M +23,824 +59%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$5.06M -$119K -1,488 -2%
ACL
95
Azora Capital LP
Florida
$4.85M -$27.7M -345,387 -85%
UBS AM
96
UBS AM
Illinois
$4.71M +$103K +1,285 +2%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.67M -$597K -7,587 -11%
Barclays
98
Barclays
United Kingdom
$4.62M +$1.49M +18,639 +48%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$4.49M +$67.9K +847 +2%
BCMNY
100
Buckingham Capital Management (New York)
New York
$4.46M +$1.03M +12,800 +30%
2 3
4
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