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Evercore
EVR

Overview Fund Activity

301 hedge funds and large institutions have $2.39B invested in Evercore in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
6.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
43
Increased
95
Reduced
114
Closed
43
Calls
$4.46M
Puts
$2.81M
Net Calls
+$1.65M
Net Calls Change
+$841K

Top Buyers

1
WCM
Wedge Capital Management
North Carolina
$37.8M
2
JCM
Junto Capital Management
New York
$31.2M
3
ACL
Azora Capital LP
Florida
$27.2M
4
BCA
Bernzott Capital Advisors
California
$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$81.5M
2
Prudential Financial
Prudential Financial
New Jersey
$12M
3
Morgan Stanley
Morgan Stanley
New York
$6.69M
4
Vanguard Group
Vanguard Group
Pennsylvania
$221M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGCM
226
Prescott Group Capital Management
Oklahoma
$270K – – –
GC
227
Guggenheim Capital
Illinois
$268K -$669K -10,211 -71%
RFC
228
Regions Financial Corp
Alabama
$268K -$40.3K -616 -13%
PRC
229
Pearl River Capital
Michigan
$263K +$263K +4,021 New
SAM
230
Securian Asset Management
Minnesota
$256K -$6.54K -100 -2%
PG
231
Pendal Group
Australia
$253K +$253K +3,861 New
Jane Street
232
Jane Street
New York
$250K -$948K -14,454 -79%
CGH
233
Crossmark Global Holdings
Texas
$244K -$1.96K -30 -0.8%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$242K +$40.5K +611 +20%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$239K -$3.35K -51 -1%
BFM
236
Boothbay Fund Management
New York
$236K – – –
QIM
237
Quantitative Investment Management
Virginia
$212K +$212K +3,245 New
BCM
238
Buckhead Capital Management
Georgia
$207K +$207K +3,155 New
CAM
239
Cresset Asset Management
Illinois
$207K +$207K +3,165 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$206K -$4.18K -64 -2%
CS
241
Cannell & Spears
New York
$204K +$204K +3,116 New
BS
242
Boenning & Scattergood
Pennsylvania
$203K +$203K +3,100 New
FMT
243
First Mercantile Trust
Tennessee
$162K +$29K +335 +22%
Simplex Trading
244
Simplex Trading
Illinois
$151K -$13.9K -213 -8%
PHK
245
Point72 Hong Kong
Hong Kong
$112K +$112K +1,709 New
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$93K -$11.7K -178 -11%
FHA
247
Flagship Harbor Advisors
Massachusetts
$75K -$22.1K -340 -23%
CFB
248
Cullen/Frost Bankers
Texas
$65K – – –
TRCT
249
Tower Research Capital (TRC)
New York
$55K -$167K -2,558 -75%
CFGS
250
Concourse Financial Group Securities
Alabama
$53K +$5K +76 +10%
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