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

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$433K
2
Citadel Advisors
Citadel Advisors
Florida
$2.73M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$2.75M
4
AQR Capital Management
AQR Capital Management
Connecticut
$22M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
– -$7.97M -173,029 Closed
SO
302
STRS Ohio
Ohio
– -$4.61M -100,000 Closed
Jacobs Levy Equity Management
303
Jacobs Levy Equity Management
New Jersey
– -$3.25M -70,615 Closed
BCM
304
BlueMar Capital Management
Florida
– -$3.14M -68,192 Closed
Holocene Advisors
305
Holocene Advisors
New York
– -$3.08M -66,888 Closed
MPM
306
Meritage Portfolio Management
Kansas
– -$1.98M -42,951 Closed
SFM
307
Soros Fund Management
New York
– -$1.92M -41,738 Closed
Adage Capital Partners
308
Adage Capital Partners
Massachusetts
– -$1.61M -35,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
309
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.05M -22,732 Closed
Fiera Capital (Canada)
310
Fiera Capital (Canada)
Quebec, Canada
– -$1.04M -22,523 Closed
TAM
311
Tocqueville Asset Management
New York
– -$951K -20,650 Closed
EMG
312
Ellington Management Group
Connecticut
– -$926K -20,100 Closed
MCM
313
Maltese Capital Management
New York
– -$921K -20,000 Closed
AU
314
Algebris (UK)
United Kingdom
– -$793K -17,213 Closed
DTL
315
Dynamic Technology Lab
Singapore
– -$628K -13,630 Closed
GC
316
Globeflex Capital
California
– -$624K -13,548 Closed
Asset Management One
317
Asset Management One
Japan
– -$539K -11,700 Closed
OSIA
318
O'Shares Investment Advisers
Massachusetts
– -$524K -11,368 Closed
N
319
Natixis
France
– -$473K -10,274 Closed
SM
320
Sciencast Management
New Jersey
– -$477K -10,108 Closed
MAM
321
Martingale Asset Management
Massachusetts
– -$461K -10,004 Closed
PP
322
PDT Partners
New York
– -$442K -9,600 Closed
Arrowstreet Capital
323
Arrowstreet Capital
Massachusetts
– -$376K -8,156 Closed
MERSOM
324
Municipal Employees' Retirement System of Michigan
Michigan
– -$341K -7,400 Closed
AW
325
Alpha Windward
Massachusetts
– -$284K -6,171 Closed
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13
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