EVR icon

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
1
Hotchkis & Wiley Capital Management
California
$86.6M
2
TCM
2
TimesSquare Capital Management
New York
$74.5M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$51.1M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$59M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$25.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.3M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Wells Fargo
3
Wells Fargo
California
$30.7M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
76
Thompson Siegel & Walmsley
Virginia
$7.31M -$220K -2,944 -3%
WG
77
Winton Group
United Kingdom
$7.25M +$6.95M +93,022 +2,344%
HA
78
H2O AM
United Kingdom
$6.99M -$2.03M -27,176 -23%
AllianceBernstein
79
AllianceBernstein
Tennessee
$6.92M +$20.9K +280 +0.3%
Citigroup
80
Citigroup
New York
$6.81M -$107K -1,430 -2%
Morgan Stanley
81
Morgan Stanley
New York
$6.77M +$3.03M +40,535 +81%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$6.68M -$4.82M -64,521 -42%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$6.16M +$449K +6,000 +8%
SFM
84
Soros Fund Management
New York
$6.11M +$4.24M +56,738 +227%
Legal & General Group
85
Legal & General Group
United Kingdom
$6.01M +$455K +6,091 +8%
MCM
86
Maltese Capital Management
New York
$5.98M -$2.66M -35,600 -31%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$5.87M +$4.35M +58,135 +286%
Swiss National Bank
88
Swiss National Bank
Switzerland
$5.7M -$67.3K -900 -1%
AIG
89
American International Group
New York
$5.65M -$78.4K -1,049 -1%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$5.46M -$1.28M -17,122 -19%
KBC Group
91
KBC Group
Belgium
$5.18M +$1.64M +21,892 +46%
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$5.13M -$280K -3,743 -5%
CSS
93
Cubist Systematic Strategies
Connecticut
$4.75M -$6.15M -82,232 -56%
UBS AM
94
UBS AM
Illinois
$4.69M +$287K +3,842 +7%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$4.68M -$43.1K -577 -0.9%
Prudential Financial
96
Prudential Financial
New Jersey
$4.63M -$6.72M -89,854 -59%
EGM
97
Engineers Gate Manager
New York
$4.43M +$2.73M +36,557 +161%
BCM
98
BlueMar Capital Management
Florida
$4.33M +$4.33M +57,940 New
ZIM
99
Zacks Investment Management
Illinois
$4.24M -$590K -7,896 -12%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.1M -$325K -4,349 -7%
2 3
4
5 6