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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 %
HA
301
H2O AM
United Kingdom
– -$1.17M -19,852 Closed
WCM
302
Weld Capital Management
New York
– -$1.15M -19,581 Closed
SG Americas Securities
303
SG Americas Securities
New York
– -$958K -16,256 Closed
SRAM
304
Stone Ridge Asset Management
New York
– -$715K -12,137 Closed
Capital Fund Management (CFM)
305
Capital Fund Management (CFM)
France
– -$703K -11,924 Closed
TI
306
Trexquant Investment
Connecticut
– -$681K -11,562 Closed
CCM
307
Cadence Capital Management
Massachusetts
– -$660K -11,203 Closed
TCM
308
Teza Capital Management
Illinois
– -$632K -10,732 Closed
PP
309
Paloma Partners
Connecticut
– -$532K -9,038 Closed
Verition Fund Management
310
Verition Fund Management
Connecticut
– -$369K -6,259 Closed
ACI
311
AMP Capital Investors
Australia
– -$358K -6,253 Closed
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
– -$346K -5,877 Closed
ProShare Advisors
313
ProShare Advisors
Maryland
– -$328K -5,564 Closed
Two Sigma Investments
314
Two Sigma Investments
New York
– -$319K -5,422 Closed
Sumitomo Mitsui Trust Group
315
Sumitomo Mitsui Trust Group
Japan
– -$312K -5,300 Closed
AA
316
ALPS Advisors
Colorado
– -$282K -4,794 Closed
Voloridge Investment Management
317
Voloridge Investment Management
Florida
– -$264K -4,474 Closed
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$261K -4,433 Closed
LPL Financial
319
LPL Financial
California
– -$252K -4,272 Closed
OR
320
Olympiad Research
Connecticut
– -$242K -4,103 Closed
TSS
321
Two Sigma Securities
New York
– -$211K -3,587 Closed
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
– -$179K -3,128 Closed
LIA
323
LS Investment Advisors
Michigan
– -$119K -2,020 Closed
FC
324
FORA Capital
Florida
– -$76K -1,292 Closed
CFA
325
Carroll Financial Associates
North Carolina
– -$72K -1,225 Closed
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