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Evercore
EVR

Overview Fund Activity

303 hedge funds and large institutions have $2.11B invested in Evercore in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+14
Holders Change %
+4.84%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
58
Increased
100
Reduced
110
Closed
43
Calls
$3.15M
Puts
$2.35M
Net Calls
+$807K
Net Calls Change
+$1.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$94.9M
2
FCM
2
Frontier Capital Management
Massachusetts
$30.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.7M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.4M
5
GIP
5
Granite Investment Partners
California
$15.4M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$433K
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.73M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.75M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$22M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
226
ETrade Capital Management
Virginia
$216K +$216K +3,662 New
X
227
Xponance
Pennsylvania
$215K +$215K +3,647 New
BFM
228
Boothbay Fund Management
New York
$212K +$212K +3,600 New
TSS
229
Two Sigma Securities
New York
$211K +$211K +3,587 New
WCM
230
Wedge Capital Management
North Carolina
$203K +$203K +3,451 New
PCM
231
Prana Capital Management
Connecticut
$200K +$9.33K +158 +5%
TRCT
232
Tower Research Capital (TRC)
New York
$200K +$102K +1,727 +103%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$190K +$127K +2,150 +201%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$179K -$268K -4,678 -60%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$171K -$184K -3,281 -52%
SIA
236
Sit Investment Associates
Minnesota
$165K – – –
Simplex Trading
237
Simplex Trading
Illinois
$149K -$291K -4,937 -66%
LIA
238
LS Investment Advisors
Michigan
$119K – – –
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$94K +$22.9K +389 +32%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.8K – – –
FMT
241
First Mercantile Trust
Tennessee
$90K +$90K +1,534 New
FHA
242
Flagship Harbor Advisors
Massachusetts
$88K +$88K +1,494 New
FC
243
FORA Capital
Florida
$76K +$76K +1,292 New
CFA
244
Carroll Financial Associates
North Carolina
$72K +$72K +1,225 New
QCG
245
Quadrant Capital Group
Ohio
$66K -$36.9K -629 -36%
QT
246
Quantbot Technologies
New York
$61K +$49.3K +844 +420%
NIT
247
NumerixS Investment Technologies
British Columbia, Canada
$60K -$41K -700 -41%
CFB
248
Cullen/Frost Bankers
Texas
$59K – – –
FCA
249
FinTrust Capital Advisors
South Carolina
$53K +$8.94K +152 +20%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$53K +$53K +903 New
8 9
10
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