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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
Samlyn Capital
New York
$36.2M
2
Morgan Stanley
Morgan Stanley
New York
$46.5M
3
BlackRock
BlackRock
New York
$434M
4
CCMG
Clark Capital Management Group
Pennsylvania
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$75.7M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$82.9M
2
ACL
Azora Capital LP
Florida
$5.79M
3
Man Group
Man Group
United Kingdom
$23.7M
4
JCM
Junto Capital Management
New York
$29.4M
5
TCM
TimesSquare Capital Management
New York
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
151
Hohimer Wealth Management
Washington
$2.18M -$3.4K -31 -0.2%
VCA
152
Verdence Capital Advisors
Maryland
$2.1M +$47K +429 +2%
Jacobs Levy Equity Management
153
Jacobs Levy Equity Management
New Jersey
$2.08M +$1.5M +13,717 +263%
DWA
154
Dorsey Wright & Associates
California
$2.02M +$2.02M +18,392 New
Mackenzie Financial
155
Mackenzie Financial
Ontario, Canada
$2M +$268K +2,447 +15%
KeyBank National Association
156
KeyBank National Association
Ohio
$2M -$252K -2,299 -11%
Barclays
157
Barclays
United Kingdom
$1.97M +$1.17M +10,655 +146%
Canada Life
158
Canada Life
Manitoba, Canada
$1.96M -$212K -1,938 -10%
Rafferty Asset Management
159
Rafferty Asset Management
New York
$1.8M +$301K +2,745 +20%
NIPH
160
NN Investment Partners Holdings
Netherlands
$1.77M +$1.77M +16,100 New
GCP
161
GSA Capital Partners
United Kingdom
$1.74M +$1.74M +15,832 New
OSIA
162
O'Shares Investment Advisers
Massachusetts
$1.69M +$120K +1,098 +8%
DF
163
Donoghue Forlines
Massachusetts
$1.65M +$1.65M +15,070 New
HA
164
Harbor Advisors
Florida
$1.65M – – –
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$1.63M +$242K +2,208 +17%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$1.63M +$21.9K +200 +1%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.62M – – –
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$1.59M +$4.39K +40 +0.3%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M -$14.7K -134 -1%
CCM
170
Covington Capital Management
California
$1.52M +$27.4K +250 +2%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.49M -$25.3K -231 -2%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.49M +$61.2K +558 +4%
JIR
173
James Investment Research
Ohio
$1.48M – – –
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$1.47M +$1.47M +13,409 New
BCC
175
Bridge City Capital
Oregon
$1.39M -$14.5K -132 -1%
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