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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 %
Northern Trust
26
Northern Trust
Illinois
$27.6M -$315K -4,808 -1%
ACL
27
Azora Capital LP
Florida
$27.2M +$27.2M +415,997 New
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$25.4M +$184K +2,814 +0.7%
RA
29
Royce & Associates
New York
$24.2M -$690K -10,542 -3%
CCM
30
Copeland Capital Management
Pennsylvania
$24M +$5.87M +89,702 +32%
Franklin Resources
31
Franklin Resources
California
$23.1M +$3.83M +58,562 +20%
BCA
32
Bernzott Capital Advisors
California
$21.6M +$21.6M +329,476 New
Bank of America
33
Bank of America
North Carolina
$20.3M +$1.26M +19,265 +7%
GIP
34
Granite Investment Partners
California
$18.9M +$1.8M +27,486 +10%
DRZID
35
DePrince Race & Zollo Inc (DRZ)
Florida
$18.9M +$2.98M +45,596 +19%
BG
36
Bahl & Gaynor
Ohio
$18.7M +$1.97M +30,078 +12%
BCM
37
Basswood Capital Management
New York
$18.6M -$3.45M -52,685 -16%
Invesco
38
Invesco
Georgia
$18.4M -$2.1M -32,038 -10%
FWIA
39
Fort Washington Investment Advisors
Ohio
$17.8M -$1.82M -27,863 -9%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$17.4M +$17.4M +266,384 New
GT
41
Glenmede Trust
Pennsylvania
$17.1M -$2.67M -40,829 -14%
PCM
42
Peregrine Capital Management
Minnesota
$16.3M -$1.54M -23,506 -9%
Ameriprise
43
Ameriprise
Minnesota
$15.5M -$2.96M -45,224 -16%
First Trust Advisors
44
First Trust Advisors
Illinois
$15.2M +$1.91M +29,244 +14%
Principal Financial Group
45
Principal Financial Group
Iowa
$14.6M +$2.3M +35,176 +19%
AQR Capital Management
46
AQR Capital Management
Connecticut
$13.3M -$11.9M -182,768 -47%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$13.1M +$8.51K +130 +0.1%
AI
48
Ariel Investments
Illinois
$12.6M – – –
Prudential Financial
49
Prudential Financial
New Jersey
$12M -$16.8M -256,325 -58%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$11.6M -$4.04M -57,597 -26%
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