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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 %
FBT
276
First Bank & Trust
South Dakota
$5K – – –
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$5K +$1.81K +29 +57%
TCM
278
Tradewinds Capital Management
Washington
$4K – – –
LC
279
Lindbrook Capital
California
$4K – – –
MAM
280
Meeder Asset Management
Ohio
$4K +$955 +16 +31%
Bessemer Group
281
Bessemer Group
New Jersey
$3K – – –
AII
282
AGF Investments Inc
Ontario, Canada
$3K – – –
GFPC
283
Global Financial Private Client
Florida
$2.91K – – –
Millennium Management
284
Millennium Management
New York
$2.68K -$11.8K -180,953 -82%
FRA
285
Front Row Advisors
California
$2K – – –
BAM
286
Bellevue Asset Management
Washington
$2K – – –
HNB
287
Huntington National Bank
Ohio
$2K +$1.92K +24 +2,400%
APA
288
American Portfolios Advisors
New York
$1.77K +$1.77K +27 New
IA
289
IFP Advisors
Florida
$1K -$29.2K -350 -97%
AssetMark Inc
290
AssetMark Inc
California
$1K -$636 -14 -39%
PMFA
291
Plante Moran Financial Advisors
Michigan
$1K – – –
AF
292
Allworth Financial
California
$1K – – –
CHA
293
Carmichael Hill & Associates
Maryland
$1K – – –
HGWM
294
Harvest Group Wealth Management
Massachusetts
$1K – – –
SSB
295
Sandy Spring Bank
Maryland
$1K +$1K +13 New
TPCW
296
TD Private Client Wealth
New York
$720 – – –
FCA
297
FinTrust Capital Advisors
South Carolina
$26 -$34 -508 -56%
EGM
298
Engineers Gate Manager
New York
– -$4.43M -75,195 Closed
CCM
299
Cloverdale Capital Management
Texas
– -$4.42M -75,000 Closed
NIP
300
Nicholas Investment Partners
California
– -$1.43M -24,321 Closed
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