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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 %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$40.8M -$18.2M -165,600 -31%
Franklin Resources
27
Franklin Resources
California
$40.7M +$1.96M +17,919 +5%
CCM
28
Copeland Capital Management
Pennsylvania
$37.8M -$2.37M -21,590 -6%
Bank of America
29
Bank of America
North Carolina
$37.6M +$3.61M +32,921 +11%
SC
30
Samlyn Capital
New York
$36.2M +$36.2M +330,170 New
RA
31
Royce & Associates
New York
$35M -$5.58M -50,883 -14%
BCA
32
Bernzott Capital Advisors
California
$34.6M -$1.57M -14,292 -4%
CCMG
33
Clark Capital Management Group
Pennsylvania
$34.5M +$29.3M +267,001 +563%
BG
34
Bahl & Gaynor
Ohio
$32.9M +$1.52M +13,895 +5%
Invesco
35
Invesco
Georgia
$31.8M +$1.04M +9,460 +3%
GIP
36
Granite Investment Partners
California
$31.1M -$626K -5,714 -2%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$29.7M +$29.1M +265,031 +4,233%
JCM
38
Junto Capital Management
New York
$29.4M -$22.9M -208,708 -44%
AI
39
Ariel Investments
Illinois
$28.5M +$7.5M +68,365 +36%
Citadel Advisors
40
Citadel Advisors
Florida
$27.7M +$23.5M +213,894 +549%
GT
41
Glenmede Trust
Pennsylvania
$27.3M -$1.31M -11,975 -5%
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$25.5M -$6.05M -55,211 -19%
Man Group
43
Man Group
United Kingdom
$23.7M -$25.3M -230,782 -52%
GLA
44
Great Lakes Advisors
Illinois
$23.6M +$6.91M +63,020 +41%
Ameriprise
45
Ameriprise
Minnesota
$23.1M -$2.8M -25,500 -11%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$21.4M +$18.2M +166,222 +582%
ZCM
47
Ziegler Capital Management
Illinois
$20.4M +$3.23M +29,467 +19%
PCM
48
Peregrine Capital Management
Minnesota
$20.4M -$6.89M -62,850 -25%
First Trust Advisors
49
First Trust Advisors
Illinois
$19.6M -$5.82M -53,063 -23%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$19.5M -$2.39M -21,800 -11%
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