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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 %
Swiss National Bank
76
Swiss National Bank
Switzerland
$6.02M +$78.6K +1,200 +1%
UBS Group
77
UBS Group
Switzerland
$5.89M +$2.53M +38,677 +75%
PHS
78
Pekin Hardy Strauss
Illinois
$5.86M -$1.38M -21,078 -19%
AllianceBernstein
79
AllianceBernstein
Tennessee
$5.8M +$80.6K +1,232 +1%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$5.45M -$936K -14,300 -15%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$5.39M +$3.73M +56,944 +224%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$5.22M +$592K +9,041 +13%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$4.99M -$747K -11,409 -13%
NIMC
84
NWQ Investment Management Company
California
$4.9M +$1.72M +26,343 +54%
AIG
85
American International Group
New York
$4.87M -$87.6K -1,338 -2%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$4.7M -$4.61M -70,711 -49%
UBS AM
87
UBS AM
Illinois
$4.56M +$317K +4,843 +7%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$4.56M +$100K +1,534 +2%
IP
89
Interval Partners
New York
$4.21M +$3.22M +49,257 +328%
American Century Companies
90
American Century Companies
Missouri
$4.11M +$819K +12,512 +25%
PCM
91
Prana Capital Management
Connecticut
$3.87M +$3.65M +55,760 +1,647%
MSL
92
Mackay Shields LLC
New York
$3.8M -$2.29M -34,932 -38%
MCM
93
Matarin Capital Management
New York
$3.73M -$1.12M -17,141 -23%
LG
94
Leuthold Group
Minnesota
$3.7M -$34.9K -533 -0.9%
BC
95
Brookfield Corp
Ontario, Canada
$3.69M +$103K +1,578 +3%
MPAM
96
Monarch Partners Asset Management
Massachusetts
$3.51M -$2.91M -44,515 -45%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.48M -$74.2K -1,134 -2%
MCM
98
Maltese Capital Management
New York
$3.47M +$3.47M +53,000 New
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$3.39M +$2.92M +44,651 +631%
BF
100
BOK Financial
Oklahoma
$3.36M +$283K +4,326 +9%
2 3
4
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