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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 %
BlackRock
1
BlackRock
New York
$368M -$8.66M -95,117 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$15.4K +169 +0%
State Street
3
State Street
Massachusetts
$92.8M +$1.59M +17,503 +2%
AL
4
AJO LP
Pennsylvania
$87.8M +$87.8M +964,298 New
Wells Fargo
5
Wells Fargo
California
$87.7M -$1.18M -12,966 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.6M +$5.37M +58,997 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$77.4M +$8.47M +93,128 +12%
FCM
8
Frontier Capital Management
Massachusetts
$75.2M -$2.73M -29,953 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$74.6M -$3.61M -39,700 -5%
Invesco
10
Invesco
Georgia
$74.6M +$2.75M +30,171 +4%
Millennium Management
11
Millennium Management
New York
$74.3M -$1.16M -12,796 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$68.9M +$3.3M +36,274 +5%
APG Asset Management
13
APG Asset Management
Netherlands
$67.2M +$1.12M +13,800 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$66.4M +$5.02M +55,163 +8%
CVA
15
Ceredex Value Advisors
Florida
$58.7M -$769K -8,448 -1%
JIM
16
Jupiter Investment Management
United Kingdom
$58.6M -$23.2M -255,242 -28%
Charles Schwab
17
Charles Schwab
California
$57.7M +$18.9M +207,818 +49%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$57.2M -$16.3M -179,112 -22%
CCM
19
Channing Capital Management
Illinois
$53.1M -$2.09M -22,985 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$47.7M +$7.13M +78,398 +18%
WRF
21
Waddell & Reed Financial
Kansas
$42.4M +$476K +5,230 +1%
Norges Bank
22
Norges Bank
Norway
$40.9M – – –
Wellington Management Group
23
Wellington Management Group
Massachusetts
$40.7M +$477K +5,240 +1%
Goldman Sachs
24
Goldman Sachs
New York
$40.6M +$20.5M +225,375 +102%
Man Group
25
Man Group
United Kingdom
$35.3M +$10.2M +112,069 +41%
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