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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 %
Citigroup
201
Citigroup
New York
$825K -$4.98M -56,204 -86%
CB
202
Cadence Bank
Mississippi
$820K +$20.4K +231 +3%
NIPH
203
NN Investment Partners Holdings
Netherlands
$785K -$46.2K -522 -6%
AB
204
Amalgamated Bank
New York
$782K -$61.9K -699 -7%
SFI
205
Susquehanna Fundamental Investments
Pennsylvania
$779K – – –
FRM
206
Fox Run Management
Connecticut
$778K +$778K +8,780 New
ProShare Advisors
207
ProShare Advisors
Maryland
$743K -$19.1K -216 -3%
FCM
208
Flinton Capital Management
Pennsylvania
$723K +$408K +4,608 +130%
GH
209
GAM Holding
Switzerland
$698K -$21.3K -240 -3%
URS
210
Utah Retirement Systems
Utah
$681K +$9.67K +109 +1%
RFC
211
Regions Financial Corp
Alabama
$666K -$58.4K -659 -8%
KM
212
Kalos Management
Georgia
$661K +$199K +2,783 +43%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$641K +$1.24K +14 +0.2%
WG
214
Winton Group
United Kingdom
$641K +$641K +7,241 New
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$629K -$106K -1,200 -14%
Rafferty Asset Management
216
Rafferty Asset Management
New York
$614K -$102K -1,151 -14%
JIR
217
James Investment Research
Ohio
$613K -$553K -6,252 -47%
UCFA
218
United Capital Financial Advisors
Texas
$599K -$81.5K -919 -12%
CNAM
219
Campbell Newman Asset Management
Wisconsin
$588K +$38.9K +440 +7%
BC
220
Brinker Capital
Pennsylvania
$564K -$6.92K -78 -1%
USAA
221
United Services Automobile Association
Texas
$562K – – –
QSS
222
Quantitative Systematic Strategies
Florida
$546K +$546K +6,170 New
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$543K +$145K +1,633 +36%
XK
224
Xact Kapitalforvaltning
Sweden
$526K – – –
MWNA
225
Marshall Wace North America
New York
$511K +$511K +5,770 New
7 8
9
10 11