EVR icon

Evercore
EVR

Overview Fund Activity

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

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$42.5M
3
Millennium Management
3
Millennium Management
New York
$109M
4
ACL
4
Azora Capital LP
Florida
$36M
5
JCM
5
Junto Capital Management
New York
$54.2M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
JIM
2
Jupiter Investment Management
United Kingdom
$28.7M
3
FCM
3
Frontier Capital Management
Massachusetts
$48.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$48.5M
5
Macquarie Group
5
Macquarie Group
Australia
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
101
Nordea Investment Management
Sweden
$4.55M -$128K -1,446 -3%
Morgan Stanley
102
Morgan Stanley
New York
$4.36M +$650K +7,338 +18%
BA
103
Boston Advisors
Massachusetts
$3.95M -$2.5M -28,266 -39%
BCMNY
104
Buckingham Capital Management (New York)
New York
$3.79M +$1.07M +12,063 +39%
Canada Life
105
Canada Life
Manitoba, Canada
$3.78M +$595K +6,721 +19%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$3.72M +$517K +5,839 +16%
CM
107
Crestline Management
Texas
$3.55M +$3.55M +40,093 New
CIP
108
Chartwell Investment Partners
Pennsylvania
$3.47M +$200K +2,262 +6%
Barclays
109
Barclays
United Kingdom
$3.46M -$584K -6,599 -14%
Squarepoint
110
Squarepoint
New York
$3.35M +$303K +3,421 +10%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$3.34M – – –
Macquarie Group
112
Macquarie Group
Australia
$3.33M -$15.6M -175,596 -82%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$3.32M -$223K -2,520 -6%
MOACM
114
Mutual of America Capital Management
New York
$3.3M -$266 -3 -0%
UAS
115
United Asset Strategies
New York
$3.3M +$169K +1,912 +5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$3.24M -$12.7M -143,177 -80%
Comerica Bank
117
Comerica Bank
Texas
$3.24M -$286K -3,250 -8%
MAM
118
Martingale Asset Management
Massachusetts
$3.09M -$3.9M -44,052 -56%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$3.07M +$1.22M +13,779 +66%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$1.31M -14,784 -30%
ERSOT
121
Employees Retirement System of Texas
Texas
$3.01M – – –
RJA
122
Raymond James & Associates
Florida
$2.93M +$56.4K +637 +2%
KC
123
Kepos Capital
New York
$2.81M +$1.83M +20,661 +187%
TG
124
TCW Group
California
$2.79M -$97.3K -1,098 -3%
OAM
125
Oxford Asset Management
United Kingdom
$2.74M +$254K +2,864 +10%
3 4
5
6 7