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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 %
SCA
151
Snowden Capital Advisors
New York
$1.25M -$10.9K -152 -0.9%
EP
152
Elkfork Partners
Oregon
$1.24M -$207K -2,890 -14%
LPL Financial
153
LPL Financial
California
$1.22M -$180K -2,516 -13%
EIM
154
Essex Investment Management
Massachusetts
$1.2M -$73.3K -1,024 -6%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$1.16M +$802K +11,240 +228%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.15M – – –
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$1.14M +$11.2K +157 +1%
OSIA
158
O'Shares Investment Advisers
Massachusetts
$1.09M +$1.09M +15,249 New
HA
159
Harbor Advisors
Florida
$1.07M – – –
QIM
160
Quantitative Investment Management
Virginia
$1.04M +$1.04M +14,500 New
SOMRS
161
State of Michigan Retirement System
Michigan
$1.03M -$50.1K -700 -5%
GHCM
162
Glen Harbor Capital Management
California
$1.02M -$170K -2,380 -14%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$979K -$7.8K -109 -0.8%
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
$978K +$67.9K +949 +7%
RCM
165
Riverhead Capital Management
Delaware
$923K -$149K -2,079 -14%
CIC
166
Cornercap Investment Counsel
Georgia
$918K +$99.1K +1,385 +12%
SEI Investments
167
SEI Investments
Pennsylvania
$911K +$178K +1,899 +24%
MCM
168
Matarin Capital Management
New York
$897K +$897K +12,531 New
MERSOM
169
Municipal Employees' Retirement System of Michigan
Michigan
$864K +$864K +12,080 New
AIP
170
Ameritas Investment Partners
Nebraska
$862K – – –
UFF
171
USA Financial Formulas
Michigan
$856K +$491K +4,885 +134%
Citigroup
172
Citigroup
New York
$853K -$305K -4,265 -26%
WAM
173
Wolverine Asset Management
Illinois
$846K -$813K -11,368 -49%
KHCM
174
Kettle Hill Capital Management
New York
$842K +$842K +11,769 New
CCM
175
Cadence Capital Management
Massachusetts
$823K +$14.6K +204 +2%
5 6
7
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