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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 %
RJFSA
201
Raymond James Financial Services Advisors
Florida
$421K +$101K +1,550 +32%
Fuller & Thaler Asset Management
202
Fuller & Thaler Asset Management
California
$410K +$4.58K +70 +1%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$407K – – –
KFA
204
Krane Funds Advisors
New York
$400K +$400K +6,118 New
CCM
205
Compton Capital Management
Rhode Island
$393K +$393K +6,000 New
CSS
206
Cubist Systematic Strategies
Connecticut
$391K -$528K -8,069 -57%
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
$389K – – –
DAM
208
Deltec Asset Management
New York
$377K – – –
SCA
209
Snowden Capital Advisors
New York
$374K +$5.17K +79 +1%
TAIM
210
TD Ameritrade Investment Management
Nebraska
$365K -$23K -352 -6%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$349K – – –
AB
212
Amalgamated Bank
New York
$344K -$2.16K -33 -0.6%
GTCM
213
Gyon Technologies Capital Management
New Jersey
$343K +$343K +5,238 New
ST
214
Somerset Trust
Pennsylvania
$342K +$1.44K +22 +0.4%
Jacobs Levy Equity Management
215
Jacobs Levy Equity Management
New Jersey
$342K +$342K +5,225 New
SIA
216
Sit Investment Associates
Minnesota
$340K +$157K +2,400 +86%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$324K +$53.8K +822 +20%
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$320K +$261K +3,990 +442%
Massachusetts Financial Services
219
Massachusetts Financial Services
Massachusetts
$318K +$318K +4,862 New
CCM
220
CWH Capital Management
Washington
$316K +$316K +4,830 New
ONB
221
Old National Bancorp
Indiana
$308K +$308K +4,706 New
SAM
222
Shell Asset Management
Netherlands
$303K – – –
DTL
223
Dynamic Technology Lab
Singapore
$303K +$303K +4,626 New
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$291K -$329K -5,034 -53%
X
225
Xponance
Pennsylvania
$281K +$42.1K +642 +18%
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9
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