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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 %
GAM
201
Gotham Asset Management
New York
$826K +$468K +5,143 +131%
CB
202
Cadence Bank
Mississippi
$822K -$67.4K -741 -8%
SFI
203
Susquehanna Fundamental Investments
Pennsylvania
$801K – – –
ProShare Advisors
204
ProShare Advisors
Maryland
$783K +$81.3K +894 +12%
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$755K – – –
RFC
206
Regions Financial Corp
Alabama
$744K +$68.3K +751 +10%
GH
207
GAM Holding
Switzerland
$739K +$272K +2,993 +58%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$735K +$101K +1,109 +16%
O
209
OppenheimerFunds
New York
$700K +$18K +198 +3%
UCFA
210
United Capital Financial Advisors
Texas
$699K -$8.2K -90 -1%
URS
211
Utah Retirement Systems
Utah
$689K +$6.37K +70 +0.9%
EP
212
Elkfork Partners
Oregon
$687K -$888K -9,758 -56%
IP
213
Interval Partners
New York
$673K -$8.09M -88,826 -92%
NMIMC
214
Northwestern Mutual Investment Management Company
Wisconsin
$664K -$32.5K -357 -5%
NIT
215
NumerixS Investment Technologies
British Columbia, Canada
$658K +$430K +4,700 +188%
COPPSERS
216
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$657K +$10.9K +120 +2%
HAG
217
HighPoint Advisor Group
Illinois
$616K -$11.3K -125 -2%
VI
218
Versor Investments
New York
$614K +$90.1K +990 +17%
KM
219
Kalos Management
Georgia
$588K -$253K -2,783 -30%
BC
220
Brinker Capital
Pennsylvania
$586K -$63.1K -693 -10%
USAA
221
United Services Automobile Association
Texas
$578K – – –
CSS
222
Cubist Systematic Strategies
Connecticut
$575K -$2.27M -24,889 -80%
IP
223
Isthmus Partners
Wisconsin
$570K +$570K +6,585 New
GHCM
224
Glen Harbor Capital Management
California
$566K -$732K -8,036 -56%
CNAM
225
Campbell Newman Asset Management
Wisconsin
$565K +$13.2K +145 +2%
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