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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
1
Wedge Capital Management
North Carolina
$37.8M
2
JCM
2
Junto Capital Management
New York
$31.2M
3
ACL
3
Azora Capital LP
Florida
$27.2M
4
BCA
4
Bernzott Capital Advisors
California
$21.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$17.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$81.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.69M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$221M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$11.5M +$2.73M +41,630 +31%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$11.3M -$1.86M -28,401 -14%
PC
53
Pier Capital
Connecticut
$10.9M +$1.56M +23,832 +17%
ZCM
54
Ziegler Capital Management
Illinois
$10.3M +$2.71M +41,454 +36%
Renaissance Technologies
55
Renaissance Technologies
New York
$10.3M – – –
DDPIC
56
Deroy & Devereaux Private Investment Counsel
Michigan
$9.97M +$25.5K +389 +0.3%
GLA
57
Great Lakes Advisors
Illinois
$9.96M +$9.96M +152,078 New
Comerica Bank
58
Comerica Bank
Texas
$9.62M +$7.19M +85,480 +296%
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
$9.3M -$283K -4,323 -3%
HAM
60
Hillcrest Asset Management
Texas
$9.29M -$255K -3,900 -3%
SEI Investments
61
SEI Investments
Pennsylvania
$9.14M +$328 +5 +0%
PPA
62
Parametric Portfolio Associates
Washington
$8.47M +$966K +14,761 +13%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$8.2M +$698K +10,673 +9%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$8.16M +$2.04M +31,144 +33%
BNP Paribas Asset Management
65
BNP Paribas Asset Management
France
$7.69M +$999K +15,268 +15%
RCYC
66
Richard C. Young & Co
Rhode Island
$7.6M +$7.6M +116,099 New
Skandinaviska Enskilda Banken (SEB)
67
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.57M -$720K -11,000 -9%
APG Asset Management
68
APG Asset Management
Netherlands
$7.19M +$6.3M +112,800 +702%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$7.14M -$181K -2,771 -2%
Morgan Stanley
70
Morgan Stanley
New York
$6.69M -$13.7M -209,874 -67%
Legal & General Group
71
Legal & General Group
United Kingdom
$6.32M +$411K +6,284 +7%
PP
72
Prudential plc
United Kingdom
$6.27M +$6.27M +95,801 New
MFIMFI
73
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.26M +$816K +12,465 +15%
CIA
74
CCM Investment Advisers
South Carolina
$6.15M -$2.06M -31,482 -25%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$6.08M +$195K +2,982 +3%
1 2
3
4 5