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Adage Capital Partners’s
Evercore
EVR
Stock Holding History
Adage Capital Partners’s Portfolio
EVR Stock Details
EVR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$26.8M
Buy
+89,900
New
+$29.4M
0.04%
393
2025
Q4
–
Sell
-13,000
Closed
-$4.39M
–
947
2025
Q3
$4.39M
Buy
+13,000
New
+$4.07M
0.01%
745
2025
Q2
–
Sell
-118,000
Closed
-$23.6M
–
880
2025
Q1
$23.6M
Buy
+118,000
New
+$29.4M
0.04%
382
2022
Q1
–
Sell
-3,000
Closed
-$408K
–
1098
2021
Q4
$408K
Sell
3,000
-13,363
-82%
-$1.95M
﹤0.01%
947
2021
Q3
$2.19M
Hold
16,363
–
–
﹤0.01%
891
2021
Q2
$2.3M
Sell
16,363
-71,520
-81%
-$10M
﹤0.01%
873
2021
Q1
$11.6M
Buy
87,883
+57,481
+189%
+$7.02M
0.02%
632
2020
Q4
$3.33M
Buy
+30,402
New
+$2.71M
0.01%
720
2020
Q2
–
Sell
-35,000
Closed
-$1.61M
–
761
2020
Q1
$1.61M
Sell
35,000
-15,000
-30%
-$1M
﹤0.01%
667
2019
Q4
$3.74M
Buy
+50,000
New
+$3.81M
0.01%
635
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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