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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
JPMorgan Chase & Co
New York
+$47.4M
2
FCM
Frontier Capital Management
Massachusetts
+$30.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$22.1M
4
ACB
Aristotle Capital Boston
Massachusetts
+$20.4M
5
GIP
Granite Investment Partners
California
+$15.4M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$29.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$26.2M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$25.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$20.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$3K -$24.8K -421 -89%
GFPC
277
Global Financial Private Capital
Florida
$3K -$652 -10 -18%
Bessemer Group
278
Bessemer Group
New Jersey
$3K – – –
LC
279
Lindbrook Capital
California
$3K – – –
TCM
280
Tradewinds Capital Management
Washington
$3K – – –
AII
281
AGF Investments Inc
Ontario, Canada
$3K +$67 +1 +2%
CAN
282
Cetera Advisor Networks
California
$3K +$3K +44 New
NIMC
283
NWQ Investment Management Company
California
$2.86K +$2.86K +48,475 New
GFPC
284
Global Financial Private Client
Florida
$2.47K +$1.12K +20 +83%
AssetMark Inc
285
AssetMark Inc
California
$2K -$4.72K -85 -70%
CFG
286
Citizens Financial Group
Rhode Island
$2K – – –
BAM
287
Bellevue Asset Management
Washington
$2K – – –
WAMC
288
Western Asset Management Company
California
$2K +$2K +17 New
1IA
289
1834 Investment Advisors
Wisconsin
$2K +$2K +27 New
BFIM
290
Beese Fulmer Investment Management
Ohio
$2K +$2K +29 New
SF
291
Synovus Financial
Georgia
$1K -$6.1K -61 -86%
AF
292
Allworth Financial
California
$1K -$286 -4 -22%
CHA
293
Carmichael Hill & Associates
Maryland
$1K – – –
FRA
294
Front Row Advisors
California
$1K – – –
PMFA
295
Plante Moran Financial Advisors
Michigan
$1K – – –
DCM
296
Davidson Capital Management
Texas
$1K – – –
PAG
297
Private Advisor Group
New Jersey
$1K +$1K +15 New
TPCW
298
TD Private Client Wealth
New York
$648 +$648 +11 New
Point72 Asset Management
299
Point72 Asset Management
Connecticut
– -$12.8M -277,500 Closed
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
– -$8.45M -183,542 Closed
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12
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