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Evercore
EVR

Overview Fund Activity

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$48.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.7M
3
Millennium Management
Millennium Management
New York
$59.3M
4
BlackRock
BlackRock
New York
$296M
5
JIM
Jupiter Investment Management
United Kingdom
$64.4M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$9.43M
2
AL
AJO LP
Pennsylvania
$0
3
American Century Companies
American Century Companies
Missouri
$12.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$8.51M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oxford Asset Management
United Kingdom
$2.11M +$534K +7,463 +34%
ASRS
127
Arizona State Retirement System
Arizona
$2.08M -$2.36K -33 -0.1%
SGAM
128
Smith Group Asset Management
Texas
$2.02M -$345K -4,813 -15%
Truist Financial
129
Truist Financial
North Carolina
$2.01M -$118K -1,651 -6%
VIA
130
Vident Investment Advisory
Georgia
$1.94M -$1.56M -21,833 -45%
TPSF
131
Texas Permanent School Fund
Texas
$1.9M +$51.1K +714 +3%
Voloridge Investment Management
132
Voloridge Investment Management
Florida
$1.88M +$1.88M +26,264 New
SP
133
Sarasin & Partners
United Kingdom
$1.79M – – –
MIM
134
MetLife Investment Management
New Jersey
$1.77M -$28.3K -396 -2%
AIM
135
Assured Investment Management
New York
$1.75M +$326K +4,554 +23%
IA
136
IndexIQ Advisors
New York
$1.72M -$141K -1,973 -8%
HW
137
Hancock Whitney
Mississippi
$1.65M -$268K -3,749 -14%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M +$73.1K +1,022 +5%
TI
139
Trexquant Investment
Connecticut
$1.6M +$983K +13,734 +160%
HA
140
Halsey Associates
Connecticut
$1.58M -$1.07K -15 -0.1%
AG
141
Aperio Group
California
$1.56M +$363K +5,065 +30%
DDPIC
142
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M -$35.8K -500 -2%
MSA
143
Mason Street Advisors
Wisconsin
$1.52M +$11.7K +164 +0.8%
US Bancorp
144
US Bancorp
Minnesota
$1.44M +$33.4K +467 +2%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$1.43M -$1.49M -20,874 -51%
QT
146
Quantbot Technologies
New York
$1.42M +$1.14M +15,968 +408%
CCM
147
Covington Capital Management
California
$1.41M +$387K +5,415 +38%
AAMU
148
AEGON Asset Management (UK)
United Kingdom
$1.35M -$3.11M -43,390 -70%
VRS
149
Virginia Retirement Systems
Virginia
$1.35M +$386K +5,400 +40%
AU
150
Algebris (UK)
United Kingdom
$1.32M +$1.32M +18,500 New
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6
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