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Evercore
EVR

Overview Fund Activity

438 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+14
Holders Change %
+3.3%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
146
Reduced
168
Closed
42
Calls
$5.78M
Puts
$3.72M
Net Calls
+$2.05M
Net Calls Change
-$3.51M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$147M
2
Deutsche Bank
Deutsche Bank
Germany
$43.2M
3
Millennium Management
Millennium Management
New York
$117M
4
Marshall Wace
Marshall Wace
United Kingdom
$19.1M
5
PAM
Panagora Asset Management
Massachusetts
$17.3M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
3
Wells Fargo
Wells Fargo
California
$35.1M
4
SO
STRS Ohio
Ohio
$0
5
Prudential Financial
Prudential Financial
New Jersey
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Globeflex Capital
California
$962K – – –
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$946K -$35.2K -259 -4%
PMAM
228
Picton Mahoney Asset Management
Ontario, Canada
$940K -$475K -3,495 -34%
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$932K -$25.1K -185 -3%
SAM
230
Shell Asset Management
Netherlands
$926K +$4.89K +36 +0.5%
KCM
231
Kendall Capital Management
Maryland
$912K +$182K +1,340 +25%
CB
232
Cadence Bank
Mississippi
$896K -$469K -3,449 -34%
SIA
233
Sit Investment Associates
Minnesota
$880K +$173K +1,275 +25%
NMIMC
234
Northwestern Mutual Investment Management Company
Wisconsin
$879K -$11.3K -83 -1%
CL
235
CIM LLC
New York
$878K -$134K -1,129 -13%
PP
236
Prudential plc
United Kingdom
$870K +$663K +4,884 +321%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$856K – – –
LWAM
238
Legacy Wealth Asset Management
Minnesota
$854K +$41.4K +305 +5%
VNA
239
Valley National Advisers
Pennsylvania
$848K +$107K +790 +14%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$845K – – –
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$843K -$18.5K -136 -2%
DAM
242
Deltec Asset Management
New York
$782K – – –
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$767K +$217K +1,595 +39%
JG
244
Jefferies Group
New York
$746K +$66.8K +492 +10%
MBT
245
Montecito Bank & Trust
California
$741K +$14.4K +106 +2%
MML Investors Services
246
MML Investors Services
Massachusetts
$741K +$157K +1,157 +27%
FHB
247
First Hawaiian Bank
Hawaii
$736K -$87.3K -643 -11%
TF
248
Trek Financial
Arizona
$732K +$169K +1,242 +30%
LPL Financial
249
LPL Financial
California
$728K +$25.8K +190 +4%
Citadel Advisors
250
Citadel Advisors
Florida
$712K -$2.09M -15,387 -75%
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