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Evercore
EVR

Overview Fund Activity

327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-13
Holders Change %
-3.82%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
115
Reduced
134
Closed
48
Calls
$971K
Puts
$2.42M
Net Calls
-$1.45M
Net Calls Change
+$4.16M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$59.4M
2
TCM
TimesSquare Capital Management
New York
+$49.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$42.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$19.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$18.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$76.3M
2
WRF
Waddell & Reed Financial
Kansas
-$36.4M
3
Wells Fargo
Wells Fargo
California
-$26.1M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$24.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
226
Xact Kapitalforvaltning
Sweden
$444K – – –
DAM
227
Deltec Asset Management
New York
$431K – – –
SAM
228
Shell Asset Management
Netherlands
$414K -$10.4K -139 -2%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$412K -$22.2K -297 -5%
CWM
230
CIBC World Markets
New York
$411K +$411K +5,500 New
Asset Management One
231
Asset Management One
Japan
$374K +$374K +5,000 New
Verition Fund Management
232
Verition Fund Management
Connecticut
$371K +$40.6K +543 +12%
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
$367K +$254K +3,400 +226%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$365K -$262K -3,505 -42%
QT
235
Quantbot Technologies
New York
$361K -$683K -9,149 -65%
Tudor Investment Corp
236
Tudor Investment Corp
Connecticut
$361K +$361K +4,823 New
FRM
237
Fox Run Management
Connecticut
$341K +$341K +4,557 New
OI
238
Oakbrook Investments
Illinois
$333K -$11.2K -150 -3%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$333K +$46.8K +627 +16%
AA
240
ALPS Advisors
Colorado
$309K -$13.5K -180 -4%
SAM
241
Securian Asset Management
Minnesota
$300K -$34.6K -463 -10%
PIA
242
Piedmont Investment Advisors
North Carolina
$296K -$44.3K -593 -13%
FI
243
FormulaFolio Investments
Michigan
$290K -$3.74K -50 -1%
SFSIG
244
San Francisco Sentry Investment Group
California
$284K – – –
B
245
Barings
North Carolina
$278K +$278K +3,700 New
CGH
246
Crossmark Global Holdings
Texas
$274K +$2.25K +30 +0.8%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$255K – – –
JIR
248
James Investment Research
Ohio
$252K -$82.3K -1,100 -25%
LG
249
Leuthold Group
Minnesota
$247K +$247K +3,309 New
PP
250
Pegasus Partners
Wisconsin
$246K -$148K -1,982 -38%
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