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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 %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$5.29M +$5.24K +89 +0.1%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$5.17M +$757K +12,846 +17%
AllianceBernstein
78
AllianceBernstein
Tennessee
$5.15M -$260K -4,420 -5%
MFIMFI
79
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.9M +$4.9M +83,095 New
AIG
80
American International Group
New York
$4.46M -$34.2K -580 -0.8%
EGM
81
Engineers Gate Manager
New York
$4.43M +$4.43M +75,195 New
CCM
82
Cloverdale Capital Management
Texas
$4.42M +$4.42M +75,000 New
AAMU
83
Amundi Asset Management US
Massachusetts
$4.4M -$473K -8,023 -10%
MCM
84
Matarin Capital Management
New York
$4.37M -$1.98M -33,687 -31%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$4.16M +$331K +5,613 +9%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$103K +1,749 +3%
UBS AM
87
UBS AM
Illinois
$3.82M -$917K -15,568 -19%
Squarepoint
88
Squarepoint
New York
$3.67M +$905K +15,353 +33%
LG
89
Leuthold Group
Minnesota
$3.36M +$3.36M +57,009 New
BC
90
Brookfield Corp
Ontario, Canada
$3.23M +$3.23M +54,729 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.11M -$95.8K -1,671 -3%
UBS Group
92
UBS Group
Switzerland
$3.03M +$2.11M +35,883 +232%
QI
93
QS Investors
New York
$2.99M -$147K -2,500 -5%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$2.97M -$2.87M -48,725 -49%
American Century Companies
95
American Century Companies
Missouri
$2.96M -$423K -7,186 -13%
SDIC
96
South Dakota Investment Council
South Dakota
$2.91M – – –
BF
97
BOK Financial
Oklahoma
$2.76M +$2.76M +46,927 New
VOYA Investment Management
98
VOYA Investment Management
Georgia
$2.75M -$25.2M -428,523 -90%
Citadel Advisors
99
Citadel Advisors
Florida
$2.73M -$26.2M -444,038 -91%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$2.72M +$52.9K +898 +2%
2 3
4
5 6