EVR icon

Evercore
EVR

Overview Fund Activity

351 hedge funds and large institutions have $3.96B invested in Evercore in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+50
Holders Change %
+16.61%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
111
Reduced
113
Closed
31
Calls
$13.1M
Puts
$10.2M
Net Calls
+$2.94M
Net Calls Change
+$1.29M

Top Buyers

1
SC
Samlyn Capital
New York
$36.2M
2
Morgan Stanley
Morgan Stanley
New York
$46.5M
3
BlackRock
BlackRock
New York
$434M
4
CCMG
Clark Capital Management Group
Pennsylvania
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.7M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$82.9M
2
ACL
Azora Capital LP
Florida
$5.79M
3
Man Group
Man Group
United Kingdom
$23.7M
4
JCM
Junto Capital Management
New York
$29.4M
5
TCM
TimesSquare Capital Management
New York
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
326
Sowell Financial Services
Arkansas
$8K +$7.3K +63 +1,050%
VCG
327
Vantage Consulting Group
Virginia
$8K +$8K +74 New
KFI
328
Key Financial Inc
Pennsylvania
$8K +$8K +75 New
TCM
329
Tradewinds Capital Management
Washington
$6K – – –
LC
330
Lindbrook Capital
California
$6K – – –
JWM
331
Janiczek Wealth Management
Colorado
$6K +$6K +53 New
ADIM
332
Alpha DNA Investment Management
Maryland
$6K +$6K +56 New
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.92K -$57.7K -526 -91%
APA
334
American Portfolios Advisors
New York
$5.15K +$2.19K +20 +74%
GFPC
335
Global Financial Private Client
Florida
$4.82K – – –
BAM
336
Bellevue Asset Management
Washington
$4K +$848 +7 +27%
SPIA
337
Steward Partners Investment Advisory
New York
$3K -$19.3K -199 -87%
PMFA
338
Plante Moran Financial Advisors
Michigan
$3K +$643 +6 +27%
HNB
339
Huntington National Bank
Ohio
$2K -$632 -6 -24%
AF
340
Allworth Financial
California
$2K – – –
FRA
341
Front Row Advisors
California
$2K – – –
CHA
342
Carmichael Hill & Associates
Maryland
$2K – – –
ACM
343
AUA Capital Management
Pennsylvania
$2K +$2K +17 New
RWA
344
Ropes Wealth Advisors
Massachusetts
$2K +$2K +22 New
TPCW
345
TD Private Client Wealth
New York
$1.21K – – –
IA
346
IFP Advisors
Florida
$1K – – –
HGWM
347
Harvest Group Wealth Management
Massachusetts
$1K – – –
RPWA
348
Regent Peak Wealth Advisors
Georgia
$1K +$1K +6 New
Renaissance Technologies
349
Renaissance Technologies
New York
– -$10.3M -156,900 Closed
IP
350
Interval Partners
New York
– -$4.21M -64,257 Closed
12 13
14
15 16