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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 %
Citigroup
101
Citigroup
New York
$2.62M -$541K -9,182 -17%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$2.57M -$5.89K -100 -0.2%
CS
103
Credit Suisse
Switzerland
$2.54M -$2.79M -47,351 -52%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$2.45M -$3.98M -67,467 -62%
Assenagon Asset Management
105
Assenagon Asset Management
Luxembourg
$2.34M +$2.34M +39,623 New
MOACM
106
Mutual of America Capital Management
New York
$2.26M +$40K +678 +2%
WG
107
Winton Group
United Kingdom
$2.24M -$2.17M -36,803 -49%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.17M +$335K +5,685 +18%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$2.16M +$198K +3,353 +10%
Barclays
110
Barclays
United Kingdom
$2.14M +$1.08M +18,262 +101%
EVM
111
Eaton Vance Management
Massachusetts
$2.12M – – –
TPSF
112
Texas Permanent School Fund
Texas
$1.89M -$69.5K -1,180 -4%
Macquarie Group
113
Macquarie Group
Australia
$1.87M -$842K -14,293 -31%
ERSOT
114
Employees Retirement System of Texas
Texas
$1.86M – – –
MAM
115
Morse Asset Management
Connecticut
$1.65M – – –
Comerica Bank
116
Comerica Bank
Texas
$1.65M +$165K +2,887 +11%
DCM
117
Dupont Capital Management
Delaware
$1.63M -$212K -3,597 -12%
TG
118
TCW Group
California
$1.53M -$709K -12,036 -32%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.53M +$671K +11,397 +78%
Truist Financial
120
Truist Financial
North Carolina
$1.53M -$110K -1,871 -7%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$1.5M -$3.06M -51,867 -67%
SP
122
Sarasin & Partners
United Kingdom
$1.47M – – –
NIP
123
Nicholas Investment Partners
California
$1.43M +$1.43M +24,321 New
MIM
124
MetLife Investment Management
New Jersey
$1.42M +$96.4K +1,636 +7%
RJA
125
Raymond James & Associates
Florida
$1.36M -$32.1K -545 -2%
3 4
5
6 7