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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 %
Millennium Management
51
Millennium Management
New York
$19.4M +$14.9M +135,966 +332%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$18.9M -$3.51K -32 -0%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$18M -$1.28M -11,644 -7%
Principal Financial Group
54
Principal Financial Group
Iowa
$16.5M -$8.01M -73,089 -33%
PPA
55
Parametric Portfolio Associates
Washington
$16M +$1.82M +16,637 +13%
DDPIC
56
Deroy & Devereaux Private Investment Counsel
Michigan
$15.7M -$975K -8,890 -6%
HAM
57
Hillcrest Asset Management
Texas
$15.5M -$40.6K -370 -0.3%
UBS AM
58
UBS AM
Illinois
$15.3M +$7.67M +69,972 +100%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$15.3M -$13.9M -126,920 -48%
PC
60
Pier Capital
Connecticut
$15.1M -$3.04M -27,757 -17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$15.1M -$4.13M -35,591 -22%
SEI Investments
62
SEI Investments
Pennsylvania
$14.8M -$520K -4,737 -3%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$14.6M +$854K +7,795 +6%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$13.6M -$46.6K -425 -0.3%
RCYC
65
Richard C. Young & Co
Rhode Island
$13.6M +$873K +7,962 +7%
APG Asset Management
66
APG Asset Management
Netherlands
$13.5M +$1.91M +21,300 +17%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$12.2M +$261K +2,376 +2%
Skandinaviska Enskilda Banken (SEB)
68
Skandinaviska Enskilda Banken (SEB)
Sweden
$12M -$680K -6,200 -5%
Comerica Bank
69
Comerica Bank
Texas
$11.8M -$1.35M -11,750 -10%
AQR Capital Management
70
AQR Capital Management
Connecticut
$11.4M -$10.8M -99,078 -49%
Legal & General Group
71
Legal & General Group
United Kingdom
$11.3M +$709K +6,466 +7%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$11.2M +$1.01M +9,203 +10%
BCM
73
Basswood Capital Management
New York
$10.6M -$20.6M -187,573 -66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.5M +$10.5M +95,700 New
FWIA
75
Fort Washington Investment Advisors
Ohio
$10.4M -$19.3M -176,076 -65%
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