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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
+$37.6M
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
-$29.4M
2
Prudential Financial
Prudential Financial
New Jersey
-$16.8M
3
Morgan Stanley
Morgan Stanley
New York
-$13.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
176
Zeke Capital Advisors
Pennsylvania
$660K -$32.7K -500 -5%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$642K +$642K +9,814 New
CB
178
Cadence Bank
Mississippi
$641K – – –
D.E. Shaw & Co
179
D.E. Shaw & Co
New York
$634K -$2.67M -40,781 -81%
QI
180
QS Investors
New York
$629K -$2.69M -41,071 -81%
ACM
181
AlphaCrest Capital Management
New York
$625K +$625K +9,553 New
GAM
182
Gotham Asset Management
New York
$623K -$98.9K -1,510 -14%
Federated Hermes
183
Federated Hermes
Pennsylvania
$623K -$68.9K -1,053 -10%
VRS
184
Virginia Retirement Systems
Virginia
$622K -$347K -5,300 -36%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$604K +$16.9K +258 +3%
Assenagon Asset Management
186
Assenagon Asset Management
Luxembourg
$583K -$2.01M -30,714 -78%
HEIP
187
Hudson Edge Investment Partners
New Jersey
$549K -$6.75K -103 -1%
NMERB
188
New Mexico Educational Retirement Board
New Mexico
$543K -$65.4K -1,000 -11%
DA
189
Duality Advisers
Florida
$520K -$252K -3,843 -33%
DADC
190
D.A. Davidson & Co
Montana
$519K +$519K +7,924 New
PI
191
PEAK6 Investments
Illinois
$491K +$491K +7,506 New
Victory Capital Management
192
Victory Capital Management
Texas
$490K -$28.8K -440 -6%
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$488K -$25.3K -387 -5%
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
$485K – – –
Barclays
195
Barclays
United Kingdom
$477K -$1.9M -29,024 -80%
Osaic Holdings
196
Osaic Holdings
Arizona
$477K +$1.62K +25 +0.3%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$453K -$18.9K -289 -4%
Deutsche Bank
198
Deutsche Bank
Germany
$452K -$29K -444 -6%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$452K – – –
CNAM
200
Campbell Newman Asset Management
Wisconsin
$423K +$7.47K +114 +2%
6 7
8
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