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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$223M 3,791,872 +154,033 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M 3,584,644 -190,757 -5%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$99.8M 1,693,320 -242,750 -13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$94.9M 1,610,271 +804,146 +100%
State Street
5
State Street
Massachusetts
$57.6M 977,493 +2,845 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.8M 963,539 +60,353 +7%
TCM
7
TimesSquare Capital Management
New York
$50.6M 858,110 -112,090 -12%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$42.5M 721,873 -89,392 -11%
Wells Fargo
9
Wells Fargo
California
$42.2M 716,698 +67,065 +10%
SI
10
Scout Investments
Missouri
$36.8M 623,828 +55,450 +10%
Boston Partners
11
Boston Partners
Massachusetts
$35.7M 606,340 -8,413 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$35.2M 596,591 -28,095 -4%
Charles Schwab
13
Charles Schwab
California
$30.9M 525,264 +137,883 +36%
FCM
14
Frontier Capital Management
Massachusetts
$30.1M 510,439 +510,439 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$29.1M 493,694 +6,764 +1%
Goldman Sachs
16
Goldman Sachs
New York
$29M 491,941 -3,713 -0.7%
CVA
17
Ceredex Value Advisors
Florida
$27.7M 470,793 – –
Norges Bank
18
Norges Bank
Norway
$27.5M 467,137 +25,082 +6%
CTA
19
Carillon Tower Advisers
Florida
$27.5M 466,825 +54,150 +13%
Man Group
20
Man Group
United Kingdom
$27.1M 459,400 -89,692 -16%
Prudential Financial
21
Prudential Financial
New Jersey
$25.9M 440,140 +107,296 +32%
Northern Trust
22
Northern Trust
Illinois
$25.2M 426,881 +106,190 +33%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$22.7M 384,541 +374,328 +3,665%
RA
24
Royce & Associates
New York
$22.4M 380,746 -142,674 -27%
AQR Capital Management
25
AQR Capital Management
Connecticut
$22M 386,681 -366,335 -49%
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