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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 %
GCP
151
GSA Capital Partners
United Kingdom
$1.47M +$530K +7,085 +56%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$1.46M -$117K -1,559 -7%
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$1.41M -$610K -8,155 -30%
US Bancorp
154
US Bancorp
Minnesota
$1.34M -$123K -1,644 -8%
Allianz Asset Management
155
Allianz Asset Management
Germany
$1.28M -$860K -11,511 -40%
USGIU
156
U.S. Global Investors (USGI)
Texas
$1.22M +$1.22M +16,369 New
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$1.18M -$81.5K -1,090 -6%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$1.15M -$514K -6,908 -31%
T. Rowe Price Associates
159
T. Rowe Price Associates
Maryland
$1.13M +$85.4K +1,142 +8%
HA
160
Harbor Advisors
Florida
$1.12M – – –
GC
161
Globeflex Capital
California
$1.08M +$144K +1,923 +15%
SFI
162
Susquehanna Fundamental Investments
Pennsylvania
$1.07M -$650K -8,700 -38%
GFPC
163
Global Financial Private Capital
Florida
$1.06M +$14.4K +193 +1%
KC
164
Kepos Capital
New York
$1.06M – – –
BCC
165
Bridge City Capital
Oregon
$1.05M – – –
EIM
166
Essex Investment Management
Massachusetts
$1.04M +$45.8K +612 +5%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$993K -$141K -1,881 -12%
ACI
168
AMP Capital Investors
Australia
$973K +$715K +9,543 +277%
Stifel Financial
169
Stifel Financial
Missouri
$963K -$88.8K -1,187 -8%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$955K +$955K +12,775 New
Fisher Asset Management
171
Fisher Asset Management
Washington
$947K -$8.8M -117,749 -90%
OSIA
172
O'Shares Investment Advisers
Massachusetts
$916K +$12.8K +171 +1%
LPL Financial
173
LPL Financial
California
$911K +$58.4K +782 +7%
AAM
174
Advisors Asset Management
Colorado
$909K +$138K +1,849 +18%
CIC
175
Cornercap Investment Counsel
Georgia
$907K -$53.4K -715 -6%
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