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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
1
JPMorgan Chase & Co
New York
$94.9M
2
FCM
2
Frontier Capital Management
Massachusetts
$30.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.7M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.4M
5
GIP
5
Granite Investment Partners
California
$15.4M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$433K
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.73M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.75M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$22M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$10.5M -$7.53M -127,870 -42%
SSA
52
Schonfeld Strategic Advisors
New York
$9.87M +$1.85M +31,440 +23%
Renaissance Technologies
53
Renaissance Technologies
New York
$9.25M -$8.89M -150,800 -49%
DDPIC
54
Deroy & Devereaux Private Investment Counsel
Michigan
$8.95M +$7.14M +121,189 +395%
Bank of Nova Scotia
55
Bank of Nova Scotia
Ontario, Canada
$8.62M -$1.9M -32,329 -18%
HAM
56
Hillcrest Asset Management
Texas
$8.59M +$768K +13,030 +10%
PC
57
Pier Capital
Connecticut
$8.37M +$3.9M +66,259 +87%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$8.26M -$3.98M -67,565 -33%
SEI Investments
59
SEI Investments
Pennsylvania
$8.18M +$2.73M +46,455 +50%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$8.14M +$4.92M +86,348 +153%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$7.91M +$126K +2,145 +2%
Skandinaviska Enskilda Banken (SEB)
62
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.47M +$2.51M +42,600 +51%
CIA
63
CCM Investment Advisers
South Carolina
$7.39M -$173K -2,936 -2%
ZCM
64
Ziegler Capital Management
Illinois
$6.81M +$1.23M +20,958 +22%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$6.76M -$5.43M -92,299 -45%
PPA
66
Parametric Portfolio Associates
Washington
$6.75M +$231K +3,923 +4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$6.59M +$202K +3,431 +3%
PHS
68
Pekin Hardy Strauss
Illinois
$6.52M -$6.72K -114 -0.1%
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$6.03M +$158K +2,688 +3%
MPAM
70
Monarch Partners Asset Management
Massachusetts
$5.78M +$2.69M +45,685 +87%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$5.75M -$436K -7,400 -7%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$5.51M -$210K -3,559 -4%
MSL
73
Mackay Shields LLC
New York
$5.48M -$9.64M -163,565 -64%
Swiss National Bank
74
Swiss National Bank
Switzerland
$5.34M +$878K +14,900 +20%
Legal & General Group
75
Legal & General Group
United Kingdom
$5.32M +$627K +10,641 +13%
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