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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 %
CIP
151
Convergence Investment Partners
Florida
$1.73M +$1.73M +19,042 New
AAMU
152
AEGON Asset Management (UK)
United Kingdom
$1.72M – – –
SCA
153
Snowden Capital Advisors
New York
$1.63M +$35.3K +388 +2%
VRS
154
Virginia Retirement Systems
Virginia
$1.59M -$127K -1,400 -7%
PP
155
Pegasus Partners
Wisconsin
$1.57M +$826K +9,077 +112%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$1.55M +$73.8K +811 +5%
AG
157
Aperio Group
California
$1.53M -$445K -4,895 -23%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$1.46M – – –
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$1.46M +$11.3K +124 +0.8%
EIM
160
Essex Investment Management
Massachusetts
$1.43M -$96.7K -1,062 -6%
ACP
161
Aviance Capital Partners
Florida
$1.39M +$1.39M +15,228 New
HA
162
Harbor Advisors
Florida
$1.37M – – –
NAP
163
New Amsterdam Partners
New York
$1.35M +$1.35M +14,828 New
SOMRS
164
State of Michigan Retirement System
Michigan
$1.33M +$18.2K +200 +1%
Jennison Associates
165
Jennison Associates
New York
$1.31M +$1.31M +14,396 New
CI
166
Cigna Investments
Connecticut
$1.28M +$1.28M +14,081 New
WAM
167
Wolverine Asset Management
Illinois
$1.28M +$202K +2,226 +19%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$1.25M +$6.46K +71 +0.5%
T. Rowe Price Associates
169
T. Rowe Price Associates
Maryland
$1.25M +$7.28K +80 +0.6%
AFA
170
Abacus FCF Advisors
Florida
$1.25M +$1.25M +13,720 New
OSIA
171
O'Shares Investment Advisers
Massachusetts
$1.22M -$165K -1,814 -12%
SDIC
172
South Dakota Investment Council
South Dakota
$1.22M +$737K +8,100 +154%
LPL Financial
173
LPL Financial
California
$1.21M -$339K -3,724 -22%
ECM
174
Element Capital Management
New York
$1.21M +$1.21M +13,253 New
JIR
175
James Investment Research
Ohio
$1.2M +$487K +5,355 +68%
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