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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.

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

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$9.43M
2
AL
2
AJO LP
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$12.4M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$8.51M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$296M 4,138,739 +301,772 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M 3,576,179 -229,726 -6%
State Street
3
State Street
Massachusetts
$71.8M 1,002,806 -126,169 -11%
Wells Fargo
4
Wells Fargo
California
$69.9M 976,458 -104,043 -10%
JIM
5
Jupiter Investment Management
United Kingdom
$64.4M 899,458 +182,918 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63.9M 892,614 +41,143 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$61.5M 859,900 -127,500 -13%
FCM
8
Frontier Capital Management
Massachusetts
$61.3M 855,996 -50,279 -6%
Millennium Management
9
Millennium Management
New York
$59.3M 828,937 +393,426 +90%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$57.8M 807,183 +97,104 +14%
Invesco
11
Invesco
Georgia
$56.5M 789,678 -75,184 -9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.2M 757,863 +75,372 +11%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$51.6M 720,426 -109,655 -13%
APG Asset Management
14
APG Asset Management
Netherlands
$51.1M 815,700 +176,000 +28%
Citadel Advisors
15
Citadel Advisors
Florida
$48.3M 674,773 +579,671 +610%
CVA
16
Ceredex Value Advisors
Florida
$46.7M 653,235 -16,392 -2%
CCM
17
Channing Capital Management
Illinois
$43.4M 606,594 -61,033 -9%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$33.7M 470,961 +470,961 New
PCM
19
Peregrine Capital Management
Minnesota
$33.5M 467,526 +78,550 +20%
WRF
20
Waddell & Reed Financial
Kansas
$33M 460,523 -5,450 -1%
Norges Bank
21
Norges Bank
Norway
$32.2M 449,402 +38,377 +9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$31.9M 445,503 +14,949 +3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$31.6M 441,735 -63,488 -13%
Charles Schwab
24
Charles Schwab
California
$30.5M 426,683 +65,227 +18%
TA
25
Teachers Advisors
New York
$29.5M 411,598 +9,327 +2%
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