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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$11.9M +$9.27M +123,952 +346%
Lazard Asset Management
52
Lazard Asset Management
New York
$11.6M +$59.7K +798 +0.5%
SEI Investments
53
SEI Investments
Pennsylvania
$11.5M +$3.29M +43,984 +40%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$11M -$3.7M -49,431 -25%
RA
55
Royce & Associates
New York
$10.7M +$2.27M +30,396 +27%
SSA
56
Schonfeld Strategic Advisors
New York
$10.5M -$8.77M -117,244 -46%
PC
57
Pier Capital
Connecticut
$10.4M +$3.11M +41,629 +43%
HAM
58
Hillcrest Asset Management
Texas
$9.86M -$358K -4,793 -4%
MSL
59
Mackay Shields LLC
New York
$9.77M +$4.43M +59,300 +83%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$9.52M +$52.3K +700 +0.6%
CS
61
Credit Suisse
Switzerland
$9.24M +$5.72M +76,521 +163%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$9.13M -$613K -8,204 -6%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$9M -$142K -1,900 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$8.65M +$3.1M +41,521 +56%
CIA
65
CCM Investment Advisers
South Carolina
$8.32M +$77K +1,030 +0.9%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$7.97M -$395K -5,212 -5%
UBS Group
67
UBS Group
Switzerland
$7.92M +$1.95M +26,075 +33%
Invesco
68
Invesco
Georgia
$7.88M -$10.5M -140,121 -57%
MCM
69
Matarin Capital Management
New York
$7.86M -$1.61M -21,477 -17%
IP
70
Interval Partners
New York
$7.73M +$4.14M +55,392 +115%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$7.66M -$34.4K -460 -0.4%
BCM
72
Basswood Capital Management
New York
$7.58M +$7.58M +101,320 New
AAMU
73
Amundi Asset Management US
Massachusetts
$7.57M +$7.47M +99,874 +7,083%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$7.44M +$3.26M +43,546 +78%
PPA
75
Parametric Portfolio Associates
Washington
$7.32M -$341K -4,559 -4%
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