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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.3M
2
WRF
Waddell & Reed Financial
Kansas
$0
3
Wells Fargo
Wells Fargo
California
$30.7M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
101
Nordea Investment Management
Sweden
$4.05M +$70.2K +934 +2%
QI
102
QS Investors
New York
$4.03M -$81.5K -1,076 -2%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$3.74M +$3.74M +50,000 New
SDIC
104
South Dakota Investment Council
South Dakota
$3.7M +$302K +4,040 +9%
AI
105
Ariel Investments
Illinois
$3.64M +$3.64M +48,700 New
DCM
106
Dupont Capital Management
Delaware
$3.48M -$332K -4,447 -9%
UCFA
107
United Capital Financial Advisors
Texas
$3.48M +$3.48M +46,524 New
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$3.32M -$1.98M -26,488 -37%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$3.29M +$483K +6,462 +17%
Macquarie Group
110
Macquarie Group
Australia
$3.25M +$137K +1,830 +4%
Squarepoint
111
Squarepoint
New York
$3.17M -$4.93M -65,974 -61%
UAS
112
United Asset Strategies
New York
$2.93M +$108K +1,439 +4%
Holocene Advisors
113
Holocene Advisors
New York
$2.87M +$1.33M +17,787 +86%
MOACM
114
Mutual of America Capital Management
New York
$2.71M -$46.1K -617 -2%
Barclays
115
Barclays
United Kingdom
$2.65M -$1.66M -22,241 -39%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$2.57M -$247K -3,300 -9%
PI
117
Putnam Investments
Massachusetts
$2.5M -$4.83M -64,646 -66%
OAC
118
OMERS Administration Corp
Ontario, Canada
$2.48M +$2.48M +33,100 New
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.45M +$2.24M +29,986 +1,088%
TG
120
TCW Group
California
$2.44M -$21.4K -286 -0.9%
Comerica Bank
121
Comerica Bank
Texas
$2.42M -$359K -4,520 -13%
ERSOT
122
Employees Retirement System of Texas
Texas
$2.36M – – –
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$2.33M – – –
Canada Life
124
Canada Life
Manitoba, Canada
$2.25M -$695K -9,384 -24%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$2.25M +30,031 New
3 4
5
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