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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.

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
1
Hotchkis & Wiley Capital Management
California
$86.6M
2
TCM
2
TimesSquare Capital Management
New York
$74.5M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$51.1M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$59M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$25.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.3M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Wells Fargo
3
Wells Fargo
California
$30.7M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$301M 4,022,947 -34,363 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$263M 3,511,975 -68,687 -2%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$86.6M 1,157,800 +794,360 +219%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$78.9M 1,055,273 -99,652 -9%
TCM
5
TimesSquare Capital Management
New York
$74.5M 996,350 +667,250 +203%
State Street
6
State Street
Massachusetts
$71.6M 957,899 -36,744 -4%
Millennium Management
7
Millennium Management
New York
$69.3M 926,335 -58,416 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$67.9M 908,753 -3,429 -0.4%
Los Angeles Capital Management
9
Los Angeles Capital Management
California
$59M 789,445 +262,163 +50%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$58.3M 779,314 -110,098 -12%
Goldman Sachs
11
Goldman Sachs
New York
$56.9M 760,981 +156,137 +26%
AQR Capital Management
12
AQR Capital Management
Connecticut
$51.1M 683,860 +562,751 +465%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$51M 681,538 +25,423 +4%
APG Asset Management
14
APG Asset Management
Netherlands
$47.5M 713,800 +8,725 +1%
CCM
15
Channing Capital Management
Illinois
$46.3M 618,721 +15,411 +3%
Man Group
16
Man Group
United Kingdom
$41.3M 552,153 +117,100 +27%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$40.7M 544,227 +82,146 +18%
Charles Schwab
18
Charles Schwab
California
$37.6M 502,319 +5,596 +1%
CVA
19
Ceredex Value Advisors
Florida
$36.5M 488,298 -61,168 -11%
Ameriprise
20
Ameriprise
Minnesota
$35.8M 478,348 +120,373 +34%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$35.2M 470,283 -89,420 -16%
Norges Bank
22
Norges Bank
Norway
$33.6M 449,402 – –
SI
23
Scout Investments
Missouri
$33.2M 443,844 +75,012 +20%
CCM
24
Copeland Capital Management
Pennsylvania
$32.1M 429,341 +36,897 +9%
PCM
25
Peregrine Capital Management
Minnesota
$31.1M 416,104 -4,943 -1%
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