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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.

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
1
Wedge Capital Management
North Carolina
$37.8M
2
JCM
2
Junto Capital Management
New York
$31.2M
3
ACL
3
Azora Capital LP
Florida
$27.2M
4
BCA
4
Bernzott Capital Advisors
California
$21.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$17.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$81.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.69M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$221M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$34.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$238M 3,642,148 -149,724 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M 3,379,817 -204,827 -6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$112M 1,760,603 +150,332 +9%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$81.5M 1,244,570 -448,750 -27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.6M 956,431 -7,108 -0.7%
State Street
6
State Street
Massachusetts
$61.1M 933,820 -43,673 -4%
SI
7
Scout Investments
Missouri
$48.1M 734,829 +111,001 +18%
TCM
8
TimesSquare Capital Management
New York
$47.7M 728,450 -129,660 -15%
FCM
9
Frontier Capital Management
Massachusetts
$40.2M 613,400 +102,961 +20%
Boston Partners
10
Boston Partners
Massachusetts
$38.4M 586,633 -19,707 -3%
Charles Schwab
11
Charles Schwab
California
$38.3M 585,091 +59,827 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.9M 579,692 -16,899 -3%
WCM
13
Wedge Capital Management
North Carolina
$37.8M 577,706 +574,255 +16,640%
Wells Fargo
14
Wells Fargo
California
$37.4M 570,957 -145,741 -20%
CTA
15
Carillon Tower Advisers
Florida
$36.6M 558,878 +92,053 +20%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$35.2M 537,761 +220,985 +70%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$34.1M 521,347 -200,526 -28%
CVA
18
Ceredex Value Advisors
Florida
$33.9M 517,793 +47,000 +10%
Goldman Sachs
19
Goldman Sachs
New York
$31.5M 481,673 -10,268 -2%
ACB
20
Aristotle Capital Boston
Massachusetts
$31.3M 478,157 +131,512 +38%
JCM
21
Junto Capital Management
New York
$31.2M 476,433 +476,433 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$30.7M 468,662 -25,032 -5%
Norges Bank
23
Norges Bank
Norway
$30.6M 467,137 – –
Man Group
24
Man Group
United Kingdom
$29.3M 447,284 -12,116 -3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$27.7M 423,670 +127,888 +43%
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