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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
1
Samlyn Capital
New York
$36.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.5M
3
BlackRock
3
BlackRock
New York
$434M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.7M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.9M
2
ACL
2
Azora Capital LP
Florida
$5.79M
3
Man Group
3
Man Group
United Kingdom
$23.7M
4
JCM
4
Junto Capital Management
New York
$29.4M
5
TCM
5
TimesSquare Capital Management
New York
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Alyeska Investment Group
76
Alyeska Investment Group
Illinois
$10.3M +$10.3M +94,340 New
Swiss National Bank
77
Swiss National Bank
Switzerland
$10.1M – – –
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$10M +$1.26M +11,534 +14%
UBS Group
79
UBS Group
Switzerland
$9.97M +$103K +941 +1%
PP
80
Prudential plc
United Kingdom
$9.85M -$650K -5,926 -6%
AllianceBernstein
81
AllianceBernstein
Tennessee
$9.85M +$141K +1,290 +1%
CIA
82
CCM Investment Advisers
South Carolina
$9.52M -$792K -7,228 -8%
AIM
83
Artemis Investment Management
United Kingdom
$8.81M +$8.81M +80,203 New
BNP Paribas Asset Management
84
BNP Paribas Asset Management
France
$8.62M -$4.26M -38,878 -33%
Citigroup
85
Citigroup
New York
$8.52M +$3.15M +28,776 +59%
MCM
86
Moore Capital Management
New York
$8.47M +$8.47M +77,265 New
Two Sigma Advisers
87
Two Sigma Advisers
New York
$8.4M -$724K -6,600 -8%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$8.16M +$7.58M +69,095 +1,298%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$7.98M -$384K -3,500 -5%
Prudential Financial
90
Prudential Financial
New Jersey
$7.75M -$12.4M -113,178 -62%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$7.74M -$174K -1,583 -2%
MFIMFI
92
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.73M -$2.74M -25,020 -26%
MAP
93
Moody Aldrich Partners
Massachusetts
$7.7M +$6.06M +55,251 +369%
PHS
94
Pekin Hardy Strauss
Illinois
$7.6M -$2.21M -20,159 -23%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$7.58M -$59.8K -545 -0.8%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$7.52M +$2.2M +20,042 +41%
SFI
97
Susquehanna Fundamental Investments
Pennsylvania
$7.46M +$1.79M +16,292 +31%
MSL
98
Mackay Shields LLC
New York
$7.29M +$932K +8,499 +15%
American Century Companies
99
American Century Companies
Missouri
$7.28M +$396K +3,615 +6%
Massachusetts Financial Services
100
Massachusetts Financial Services
Massachusetts
$6.54M +$6.01M +54,814 +1,127%
2 3
4
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