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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 %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$3.35M -$6.33M -91,651 -65%
SDIC
102
South Dakota Investment Council
South Dakota
$3.23M – – –
Citigroup
103
Citigroup
New York
$3.2M +$290K +4,422 +10%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$3.18M -$8.52M -130,075 -73%
CCMG
105
Clark Capital Management Group
Pennsylvania
$3.1M +$3.1M +47,401 New
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$3.03M +$4.78K +73 +0.2%
KHCM
107
Kettle Hill Capital Management
New York
$2.9M -$12.5M -190,423 -81%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$2.88M +$19.6K +300 +0.7%
Citadel Advisors
109
Citadel Advisors
Florida
$2.55M -$477K -7,293 -16%
TPSF
110
Texas Permanent School Fund
Texas
$2.48M +$385K +5,887 +18%
MOACM
111
Mutual of America Capital Management
New York
$2.46M -$42.7K -652 -2%
WG
112
Winton Group
United Kingdom
$2.44M -$50.4K -770 -2%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$2.41M +$8.51K +130 +0.4%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$2.35M -$60.6K -926 -3%
EVM
115
Eaton Vance Management
Massachusetts
$2.35M – – –
APF
116
Alaska Permanent Fund
Alaska
$2.3M +$1.42M +21,640 +160%
SSA
117
Schonfeld Strategic Advisors
New York
$2.3M -$8.66M -132,331 -79%
CS
118
Credit Suisse
Switzerland
$2.17M -$646K -9,870 -23%
ERSOT
119
Employees Retirement System of Texas
Texas
$2.06M – – –
VOYA Investment Management
120
VOYA Investment Management
Georgia
$2.05M -$1.01M -15,495 -33%
Macquarie Group
121
Macquarie Group
Australia
$2.01M -$70.1K -1,071 -3%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$1.87M +$1.49M +22,718 +389%
SBH
123
Segall Bryant & Hamill
Illinois
$1.86M +$1.33M +20,285 +250%
MAM
124
Morse Asset Management
Connecticut
$1.84M – – –
Holocene Advisors
125
Holocene Advisors
New York
$1.77M +$1.77M +27,040 New
3 4
5
6 7