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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 %
RJFSA
201
Raymond James Financial Services Advisors
Florida
$773K +$67.4K +615 +10%
ETC
202
Exchange Traded Concepts
Oklahoma
$767K -$1.04M -9,454 -57%
CNAM
203
Campbell Newman Asset Management
Wisconsin
$765K +$57K +520 +8%
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$757K – – –
GAM
205
Gotham Asset Management
New York
$753K -$289K -2,641 -28%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$752K -$5.69K -52 -0.8%
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$746K +$210K +1,911 +39%
SAM
208
Shell Asset Management
Netherlands
$738K +$231K +2,105 +46%
CCM
209
CWH Capital Management
Washington
$700K +$171K +1,556 +32%
HEIP
210
Hudson Edge Investment Partners
New Jersey
$698K -$220K -2,012 -24%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$682K – – –
WCM
212
Weld Capital Management
New York
$666K +$666K +6,077 New
Handelsbanken Fonder
213
Handelsbanken Fonder
Sweden
$651K – – –
PI
214
PEAK6 Investments
Illinois
$640K -$183K -1,667 -22%
BCI
215
Brinker Capital Investments
Pennsylvania
$639K +$639K +5,832 New
DAM
216
Deltec Asset Management
New York
$632K – – –
SCA
217
Snowden Capital Advisors
New York
$631K +$3.84K +35 +0.6%
LWAM
218
Legacy Wealth Asset Management
Minnesota
$627K +$627K +5,719 New
EWM
219
Evercore Wealth Management
New York
$601K +$601K +5,481 New
VNA
220
Valley National Advisers
Pennsylvania
$589K +$589K +5,374 New
MBT
221
Montecito Bank & Trust
California
$587K +$587K +5,350 New
AB
222
Amalgamated Bank
New York
$577K +$1.97K +18 +0.3%
SIA
223
Sit Investment Associates
Minnesota
$570K – – –
ST
224
Somerset Trust
Pennsylvania
$551K -$22.9K -209 -4%
CC
225
Cipher Capital
New York
$551K +$551K +5,023 New
7 8
9
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