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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.

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
DCM
5
Daruma Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$360M 4,067,742 +24,120 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M 3,592,548 +16,200 +0.5%
Millennium Management
3
Millennium Management
New York
$109M 1,226,784 +410,643 +50%
State Street
4
State Street
Massachusetts
$92M 1,039,099 +18,790 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$83.3M 940,548 -11,063 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$81.2M 917,293 +187,357 +26%
Wells Fargo
7
Wells Fargo
California
$77.8M 877,972 -85,520 -9%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$72M 812,664 +184,593 +29%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$69.4M 783,123 -67,868 -8%
Invesco
10
Invesco
Georgia
$68.6M 774,804 -45,045 -5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$67.1M 758,505 +1,805 +0.2%
APG Asset Management
12
APG Asset Management
Netherlands
$63.4M 815,600 -13,900 -2%
JCM
13
Junto Capital Management
New York
$54.2M 612,110 +338,417 +124%
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.7M 606,077 +606,077 New
Goldman Sachs
15
Goldman Sachs
New York
$52.3M 590,787 +144,877 +32%
CVA
16
Ceredex Value Advisors
Florida
$50.1M 566,166 -78,621 -12%
FCM
17
Frontier Capital Management
Massachusetts
$48.8M 550,880 -275,163 -33%
Renaissance Technologies
18
Renaissance Technologies
New York
$48.5M 548,000 -272,200 -33%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$48.2M 544,482 +20,581 +4%
Charles Schwab
20
Charles Schwab
California
$46.9M 530,061 -104,440 -16%
CCM
21
Channing Capital Management
Illinois
$44.4M 501,531 -82,078 -14%
SI
22
Scout Investments
Missouri
$43.8M 494,478 +191,230 +63%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$42.5M 480,004 +431,989 +900%
WRF
24
Waddell & Reed Financial
Kansas
$41.2M 465,707 -46 -0%
Norges Bank
25
Norges Bank
Norway
$39.8M 449,402 – –
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