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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 %
ACB
26
Aristotle Capital Boston
Massachusetts
$20.4M +$20.4M +346,645 New
BCM
27
Basswood Capital Management
New York
$19.9M +$9.7M +164,673 +95%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$18.7M -$1.24M -21,121 -6%
Invesco
29
Invesco
Georgia
$18.4M +$6.55M +111,096 +55%
Morgan Stanley
30
Morgan Stanley
New York
$18.4M +$13.6M +231,350 +287%
GT
31
Glenmede Trust
Pennsylvania
$17.8M -$4.96M -84,188 -22%
FWIA
32
Fort Washington Investment Advisors
Ohio
$17.6M +$984K +16,700 +6%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$17.4M -$5.67M -96,235 -25%
Bank of America
34
Bank of America
North Carolina
$17.1M +$5.44M +92,321 +46%
Franklin Resources
35
Franklin Resources
California
$16.8M +$4.15M +72,742 +33%
Ameriprise
36
Ameriprise
Minnesota
$16.6M -$4.24M -71,887 -20%
CCM
37
Copeland Capital Management
Pennsylvania
$16.3M -$8.59M -145,863 -35%
PCM
38
Peregrine Capital Management
Minnesota
$16.1M -$8.54M -144,891 -35%
GIP
39
Granite Investment Partners
California
$15.4M +$15.4M +261,984 New
BG
40
Bahl & Gaynor
Ohio
$15.1M +$145K +2,456 +1%
DRZID
41
DePrince Race & Zollo Inc (DRZ)
Florida
$14.3M -$7.39M -125,347 -34%
JIM
42
Jupiter Investment Management
United Kingdom
$14.3M +$9.77M +165,848 +218%
KHCM
43
Kettle Hill Capital Management
New York
$13.8M +$5.66M +96,095 +69%
Millennium Management
44
Millennium Management
New York
$13.1M +$7.35M +124,804 +128%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$12M +$3.82M +71,194 +47%
First Trust Advisors
46
First Trust Advisors
Illinois
$11.9M +$2.75M +46,691 +30%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$11.8M +$118K +1,997 +1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$11.8M -$5.3K -90 -0%
AI
49
Ariel Investments
Illinois
$11.3M +$8.07M +136,918 +249%
Principal Financial Group
50
Principal Financial Group
Iowa
$11.1M +$1.14M +19,286 +11%
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