EVR icon

Evercore
EVR

Overview Fund Activity

340 hedge funds and large institutions have $2.96B invested in Evercore in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 34 closing their positions.

Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
119
Reduced
136
Closed
34
Calls
$1.37M
Puts
$6.99M
Net Calls
-$5.62M
Net Calls Change
+$9.93M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$29.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$102M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$92.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$39.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$19.4M

Top Sellers

1
JCM
1
Junto Capital Management
New York
$0
2
FCM
2
Frontier Capital Management
Massachusetts
$0
3
Invesco
3
Invesco
Georgia
$19.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.25M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$325M 4,057,310 -10,432 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$287M 3,580,662 -11,886 -0.3%
Citadel Advisors
3
Citadel Advisors
Florida
$102M 1,278,998 +361,705 +39%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$92.5M 1,154,925 +342,261 +42%
State Street
5
State Street
Massachusetts
$79.7M 994,643 -44,456 -4%
Millennium Management
6
Millennium Management
New York
$78.9M 984,751 -242,033 -20%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$73.1M 912,182 -28,366 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$71.2M 889,412 +130,907 +17%
Wells Fargo
9
Wells Fargo
California
$60.9M 760,312 -117,660 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$52.6M 656,115 -127,008 -16%
APG Asset Management
11
APG Asset Management
Netherlands
$51.8M 705,075 -110,525 -14%
Goldman Sachs
12
Goldman Sachs
New York
$48.4M 604,844 +14,057 +2%
CCM
13
Channing Capital Management
Illinois
$48.3M 603,310 +101,779 +20%
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.9M 572,995 -33,082 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.8M 559,703 +15,221 +3%
CVA
16
Ceredex Value Advisors
Florida
$44M 549,466 -16,700 -3%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$42.2M 527,282 +123,868 +31%
Charles Schwab
18
Charles Schwab
California
$39.8M 496,723 -33,338 -6%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$39.3M 490,402 +293,948 +150%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$37M 462,081 +18,053 +4%
WRF
21
Waddell & Reed Financial
Kansas
$36.4M 454,018 -11,689 -3%
Norges Bank
22
Norges Bank
Norway
$36M 449,402 – –
Man Group
23
Man Group
United Kingdom
$34.8M 435,053 +91,596 +27%
PCM
24
Peregrine Capital Management
Minnesota
$33.7M 421,047 +13,810 +3%
CCM
25
Copeland Capital Management
Pennsylvania
$31.4M 392,444 +36,736 +10%
1
2 3 4 5