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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
Wedge Capital Management
North Carolina
$37.8M
2
JCM
Junto Capital Management
New York
$31.2M
3
ACL
Azora Capital LP
Florida
$27.2M
4
BCA
Bernzott Capital Advisors
California
$21.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$81.5M
2
Prudential Financial
Prudential Financial
New Jersey
$12M
3
Morgan Stanley
Morgan Stanley
New York
$6.69M
4
Vanguard Group
Vanguard Group
Pennsylvania
$221M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
151
Moody Aldrich Partners
Massachusetts
$981K – – –
SOMRS
152
State of Michigan Retirement System
Michigan
$970K +$6.55K +100 +0.7%
Squarepoint
153
Squarepoint
New York
$963K -$3.12M -47,590 -76%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$962K +$57K +870 +6%
EIM
155
Essex Investment Management
Massachusetts
$959K +$40K +612 +4%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$948K -$1.31K -20 -0.1%
OSIA
157
O'Shares Investment Advisers
Massachusetts
$936K +$936K +14,294 New
HSBC Holdings
158
HSBC Holdings
United Kingdom
$923K -$773K -11,838 -46%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$903K -$43K -657 -5%
Rafferty Asset Management
160
Rafferty Asset Management
New York
$892K +$360K +5,503 +68%
CCM
161
Covington Capital Management
California
$889K – – –
JIR
162
James Investment Research
Ohio
$885K +$521K +7,960 +143%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$852K +$290K +4,434 +52%
BCC
164
Bridge City Capital
Oregon
$836K -$80.7K -1,233 -9%
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$831K -$95.9K -1,465 -10%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$831K – – –
Fisher Asset Management
167
Fisher Asset Management
Washington
$828K -$917 -14 -0.1%
ASRS
168
Arizona State Retirement System
Arizona
$801K +$200K +3,057 +33%
T. Rowe Price Associates
169
T. Rowe Price Associates
Maryland
$783K -$2.88K -44 -0.4%
AIP
170
Ameritas Investment Partners
Nebraska
$768K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$749K -$1.98M -30,186 -73%
DCM
172
Dupont Capital Management
Delaware
$743K -$1.07M -16,312 -59%
CIA
173
CSat Investment Advisory
Michigan
$723K +$72.9K +1,112 +11%
PFMOSF
174
Philadelphia Financial Management of San Francisco
California
$662K +$662K +10,108 New
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$661K – – –
5 6
7
8 9