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Evercore
EVR

Overview Fund Activity

327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-13
Holders Change %
-3.82%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
115
Reduced
134
Closed
48
Calls
$971K
Puts
$2.42M
Net Calls
-$1.45M
Net Calls Change
+$4.16M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$86.6M
2
TCM
TimesSquare Capital Management
New York
$74.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
$51.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$59M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$25.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.3M
2
WRF
Waddell & Reed Financial
Kansas
$0
3
Wells Fargo
Wells Fargo
California
$30.7M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$30.7M -$26.1M -349,208 -46%
Boston Partners
27
Boston Partners
Massachusetts
$29.3M +$9.55M +127,684 +48%
GT
28
Glenmede Trust
Pennsylvania
$28.8M -$3.47M -46,402 -11%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$25.9M +$18.9M +252,789 +270%
JIM
30
Jupiter Investment Management
United Kingdom
$25.2M +$1.56M +20,908 +7%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$24.1M -$12.5M -167,683 -34%
Northern Trust
32
Northern Trust
Illinois
$24.1M -$1.38M -18,430 -5%
CTA
33
Carillon Tower Advisers
Florida
$22.8M +$3.94M +52,675 +21%
First Trust Advisors
34
First Trust Advisors
Illinois
$21.7M +$5.03M +67,269 +30%
Deutsche Bank
35
Deutsche Bank
Germany
$20.8M +$18.7M +250,234 +911%
Citadel Advisors
36
Citadel Advisors
Florida
$19.3M -$76.3M -1,021,024 -80%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$18.7M -$1.75M -23,406 -9%
Skandinaviska Enskilda Banken (SEB)
38
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.1M -$24.7M -330,518 -58%
Renaissance Technologies
39
Renaissance Technologies
New York
$18.1M +$15.1M +201,600 +497%
Bank of America
40
Bank of America
North Carolina
$17.5M -$6.12M -81,836 -26%
Franklin Resources
41
Franklin Resources
California
$17.5M +$231K +3,096 +1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$16.5M +$554K +7,407 +3%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$16.5M +$13.8M +184,124 +501%
Principal Financial Group
44
Principal Financial Group
Iowa
$16.3M +$2.17M +29,004 +15%
BG
45
Bahl & Gaynor
Ohio
$16.3M +$913K +12,216 +6%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$15M -$5.98K -80 -0%
AssetMark Inc
47
AssetMark Inc
California
$13M +$1.48M +19,788 +13%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.7M +$4.23M +56,535 +50%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$12.6M +$12.6M +167,924 New
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$12.4M +$1.02M +13,668 +9%
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