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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 %
WI
101
WBI Investments
New Jersey
$4.99M +$4.99M +54,789 New
Nordea Investment Management
102
Nordea Investment Management
Sweden
$4.81M -$8.1K -89 -0.2%
Legal & General Group
103
Legal & General Group
United Kingdom
$4.71M +$80.7K +887 +2%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.49M +$706K +7,754 +19%
Fisher Asset Management
105
Fisher Asset Management
Washington
$4.4M -$413K -4,537 -9%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$4.37M -$38.5M -422,946 -90%
Barclays
107
Barclays
United Kingdom
$4.16M +$3.12M +34,246 +299%
Morgan Stanley
108
Morgan Stanley
New York
$3.81M -$1.3M -14,300 -25%
MCM
109
Maltese Capital Management
New York
$3.71M +$3.71M +40,800 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$3.64M +$359K +3,940 +11%
Comerica Bank
111
Comerica Bank
Texas
$3.63M +$211K +2,338 +6%
CCMG
112
Clark Capital Management Group
Pennsylvania
$3.6M +$3.6M +39,514 New
New York State Teachers Retirement System (NYSTRS)
113
New York State Teachers Retirement System (NYSTRS)
New York
$3.43M -$9.1K -100 -0.3%
MOACM
114
Mutual of America Capital Management
New York
$3.39M +$48.3K +531 +1%
Acadian Asset Management
115
Acadian Asset Management
Massachusetts
$3.37M +$1.56M +17,093 +86%
CIP
116
Chartwell Investment Partners
Pennsylvania
$3.36M +$45K +495 +1%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.29M +$11.9K +131 +0.4%
Canada Life
118
Canada Life
Manitoba, Canada
$3.26M -$71.9K -791 -2%
UAS
119
United Asset Strategies
New York
$3.21M +$49.7K +546 +2%
First Trust Advisors
120
First Trust Advisors
Illinois
$3.16M -$5.62M -61,724 -64%
AIMCA
121
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.13M +$3.13M +34,400 New
Squarepoint
122
Squarepoint
New York
$3.13M +$76.4K +839 +3%
Marshall Wace
123
Marshall Wace
United Kingdom
$3.12M +$3.12M +34,318 New
ERSOT
124
Employees Retirement System of Texas
Texas
$3.09M – – –
TG
125
TCW Group
California
$2.96M -$161K -1,765 -5%
3 4
5
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