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Evercore
EVR

Overview Fund Activity

303 hedge funds and large institutions have $2.11B invested in Evercore in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+14
Holders Change %
+4.84%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
58
Increased
100
Reduced
110
Closed
43
Calls
$3.15M
Puts
$2.35M
Net Calls
+$807K
Net Calls Change
+$1.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$94.9M
2
FCM
2
Frontier Capital Management
Massachusetts
$30.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.7M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.4M
5
GIP
5
Granite Investment Partners
California
$15.4M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$433K
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.73M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.75M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$22M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$346K +$80.5K +1,368 +30%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$344K -$15.9K -270 -4%
DAM
203
Deltec Asset Management
New York
$339K – – –
SCA
204
Snowden Capital Advisors
New York
$332K -$218K -3,698 -40%
JIR
205
James Investment Research
Ohio
$328K +$207K +3,510 +171%
ProShare Advisors
206
ProShare Advisors
Maryland
$328K +$328K +5,564 New
Two Sigma Investments
207
Two Sigma Investments
New York
$319K -$970K -16,491 -75%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$314K +$206K +3,500 +192%
Sumitomo Mitsui Trust Group
209
Sumitomo Mitsui Trust Group
Japan
$312K – – –
AB
210
Amalgamated Bank
New York
$311K -$244K -4,136 -44%
ST
211
Somerset Trust
Pennsylvania
$307K +$307K +5,209 New
RJFSA
212
Raymond James Financial Services Advisors
Florida
$288K +$288K +4,888 New
AA
213
ALPS Advisors
Colorado
$282K -$31.4K -534 -10%
RFC
214
Regions Financial Corp
Alabama
$278K -$156K -2,648 -36%
SAM
215
Shell Asset Management
Netherlands
$272K -$49.1K -835 -15%
Voloridge Investment Management
216
Voloridge Investment Management
Florida
$264K +$264K +4,474 New
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$261K +$261K +4,433 New
AC
218
Athanor Capital
New York
$257K +$257K +4,360 New
LPL Financial
219
LPL Financial
California
$252K -$111K -1,883 -31%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$243K +$30.8K +523 +14%
PGCM
221
Prescott Group Capital Management
Oklahoma
$243K +$243K +4,130 New
OR
222
Olympiad Research
Connecticut
$242K +$242K +4,103 New
SAM
223
Securian Asset Management
Minnesota
$236K – – –
CGH
224
Crossmark Global Holdings
Texas
$222K +$222K +3,760 New
Neuberger Berman Group
225
Neuberger Berman Group
New York
$217K +$217K +3,691 New
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