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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.

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
1
Samlyn Capital
New York
$36.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.5M
3
BlackRock
3
BlackRock
New York
$434M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.7M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.9M
2
ACL
2
Azora Capital LP
Florida
$5.79M
3
Man Group
3
Man Group
United Kingdom
$23.7M
4
JCM
4
Junto Capital Management
New York
$29.4M
5
TCM
5
TimesSquare Capital Management
New York
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$434M 3,960,319 +318,171 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$377M 3,442,432 +62,615 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$196M 1,788,799 +28,196 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$105M 958,254 +1,823 +0.2%
State Street
5
State Street
Massachusetts
$104M 952,113 +18,293 +2%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$82.9M 755,930 -488,640 -39%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$75.7M 690,183 +266,513 +63%
SI
8
Scout Investments
Missouri
$71.7M 653,660 -81,169 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.5M 615,453 +35,761 +6%
Charles Schwab
10
Charles Schwab
California
$63.9M 582,986 -2,105 -0.4%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$61.7M 562,405 +41,058 +8%
FCM
12
Frontier Capital Management
Massachusetts
$61.1M 557,150 -56,250 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$60.8M 554,549 +85,887 +18%
Boston Partners
14
Boston Partners
Massachusetts
$59.7M 544,903 -41,730 -7%
TCM
15
TimesSquare Capital Management
New York
$58.3M 532,050 -196,400 -27%
ACB
16
Aristotle Capital Boston
Massachusetts
$55.2M 503,176 +25,019 +5%
CTA
17
Carillon Tower Advisers
Florida
$54.8M 499,749 -59,129 -11%
CVA
18
Ceredex Value Advisors
Florida
$52.7M 480,309 -37,484 -7%
Norges Bank
19
Norges Bank
Norway
$51.2M 467,137 – –
Wells Fargo
20
Wells Fargo
California
$48.7M 444,388 -126,569 -22%
Northern Trust
21
Northern Trust
Illinois
$46.6M 425,295 +3,222 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$46.5M 424,204 +322,011 +315%
WCM
23
Wedge Capital Management
North Carolina
$45.5M 415,409 -162,297 -28%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$45.2M 412,143 +24,788 +6%
Goldman Sachs
25
Goldman Sachs
New York
$43M 392,422 -89,251 -19%
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