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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
+$59.4M
2
TCM
TimesSquare Capital Management
New York
+$49.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$42.1M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$19.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$18.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$76.3M
2
WRF
Waddell & Reed Financial
Kansas
-$36.4M
3
Wells Fargo
Wells Fargo
California
-$26.1M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$24.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
201
Aperio Group
California
$633K -$236K -3,153 -27%
HEIP
202
Hudson Edge Investment Partners
New Jersey
$629K +$131K +1,746 +26%
Jane Street
203
Jane Street
New York
$608K +$608K +8,139 New
ProShare Advisors
204
ProShare Advisors
Maryland
$578K +$5.01K +67 +0.9%
TC
205
TwinBeech Capital
New York
$571K +$571K +7,644 New
CIA
206
CSat Investment Advisory
Michigan
$570K +$562K +7,503 +6,640%
OAM
207
Oxford Asset Management
United Kingdom
$566K -$3.28M -43,854 -85%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$563K -$169K -2,264 -23%
MERSOM
209
Municipal Employees' Retirement System of Michigan
Michigan
$553K +$6.73K +90 +1%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$553K +$553K +7,307 New
URS
211
Utah Retirement Systems
Utah
$552K -$15K -200 -3%
RFC
212
Regions Financial Corp
Alabama
$542K -$29.7K -398 -5%
C
213
Cerebellum
California
$540K +$133K +1,782 +33%
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$531K – – –
GAM
215
Gotham Asset Management
New York
$523K +$189K +2,524 +56%
SGAM
216
Smith Group Asset Management
Texas
$519K -$336K -4,490 -39%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$515K -$9.41K -126 -2%
CNAM
218
Campbell Newman Asset Management
Wisconsin
$496K +$3.44K +46 +0.7%
MSE
219
MUFG Securities EMEA
United Kingdom
$490K +$490K +6,553 New
BC
220
Brinker Capital
Pennsylvania
$484K -$18.9K -253 -4%
Victory Capital Management
221
Victory Capital Management
Texas
$483K -$19.6K -263 -4%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$480K -$49.7K -665 -9%
Rafferty Asset Management
223
Rafferty Asset Management
New York
$472K +$29.6K +396 +7%
CANY
224
Caxton Associates (New York)
New York
$457K +$15.8K +211 +4%
BAM
225
Blueshift Asset Management
New Jersey
$449K +$169K +2,264 +60%
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