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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 %
SEC
126
Seven Eight Capital
New York
$2.22M -$463K -6,200 -17%
DDPIC
127
Deroy & Devereaux Private Investment Counsel
Michigan
$2.2M +$585K +7,830 +36%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$2.18M -$2.73M -36,577 -56%
American Century Companies
129
American Century Companies
Missouri
$2.14M -$9.84M -131,662 -82%
MAM
130
Morse Asset Management
Connecticut
$2.1M -$105K -1,400 -5%
DTL
131
Dynamic Technology Lab
Singapore
$2.08M +$1.11M +14,821 +114%
Truist Financial
132
Truist Financial
North Carolina
$2.07M +$188K +2,518 +10%
GC
133
Guggenheim Capital
Illinois
$2.05M -$174K -2,327 -8%
TPSF
134
Texas Permanent School Fund
Texas
$2M -$30.1K -403 -1%
VRS
135
Virginia Retirement Systems
Virginia
$1.88M +$755K +10,100 +67%
SP
136
Sarasin & Partners
United Kingdom
$1.87M – – –
AAMU
137
AEGON Asset Management (UK)
United Kingdom
$1.87M +$453K +6,062 +32%
Voloridge Investment Management
138
Voloridge Investment Management
Florida
$1.86M +$1.86M +24,813 New
RJA
139
Raymond James & Associates
Florida
$1.82M -$490K -6,548 -21%
MIM
140
MetLife Investment Management
New Jersey
$1.68M -$56.4K -755 -3%
ASRS
141
Arizona State Retirement System
Arizona
$1.66M -$201K -2,685 -11%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M – – –
BAMF
143
BI Asset Management Fondsmaeglerselskab
Denmark
$1.65M +$6.58K +88 +0.4%
CCM
144
Covington Capital Management
California
$1.61M -$42.2K -565 -3%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M -$555K -7,423 -26%
PP
146
Paloma Partners
Connecticut
$1.57M -$794K -10,630 -34%
MSA
147
Mason Street Advisors
Wisconsin
$1.55M -$9.05K -121 -0.6%
AU
148
Algebris (UK)
United Kingdom
$1.55M +$1.55M +20,755 New
WT
149
Washington Trust
Rhode Island
$1.54M +$1.54M +20,638 New
SRAM
150
Stone Ridge Asset Management
New York
$1.51M +$202K +2,700 +15%
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