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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 %
LG
101
Leuthold Group
Minnesota
$5.94M -$254K -2,319 -4%
ACL
102
Azora Capital LP
Florida
$5.79M -$39.8M -363,155 -87%
BF
103
BOK Financial
Oklahoma
$5.65M +$28K +255 +0.5%
SDIC
104
South Dakota Investment Council
South Dakota
$5.41M – – –
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.38M -$454K -4,142 -8%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$5.24M +$162K +1,476 +3%
CS
107
Credit Suisse
Switzerland
$5.05M +$1.41M +12,868 +39%
N
108
Natixis
France
$4.94M +$4.94M +45,074 New
SSA
109
Schonfeld Strategic Advisors
New York
$4.83M +$984K +8,978 +26%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$4.8M -$21.9K -200 -0.5%
EIM
111
Essex Investment Management
Massachusetts
$4.71M +$3.1M +28,312 +193%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$4.5M -$11.1M -101,003 -71%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$4.47M +$3.41M +31,096 +321%
Fisher Asset Management
114
Fisher Asset Management
Washington
$4.4M +$3.02M +27,502 +217%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$4.38M +$337K +3,078 +8%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$4.33M +$4.33M +39,504 New
MOACM
117
Mutual of America Capital Management
New York
$4.15M +$25.4K +232 +0.6%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$4.04M -$1.28M -11,705 -24%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$3.97M -$5.05M -46,103 -56%
EVM
120
Eaton Vance Management
Massachusetts
$3.94M – – –
APF
121
Alaska Permanent Fund
Alaska
$3.86M – – –
TPSF
122
Texas Permanent School Fund
Texas
$3.58M -$580K -5,288 -14%
MPAM
123
Monarch Partners Asset Management
Massachusetts
$3.55M -$2.33M -21,270 -40%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$3.54M +$1.99M +18,081 +128%
MAM
125
Morse Asset Management
Connecticut
$3.51M +$433K +3,950 +14%
3 4
5
6 7