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Evercore
EVR

Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
Primecap Management
California
$45.8M
4
Holocene Advisors
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
Invesco
Georgia
$29.6M
3
Goldman Sachs
Goldman Sachs
New York
$77.4M
4
Millennium Management
Millennium Management
New York
$57.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$754K -$42.7K -384 -5%
PP
227
Prudential plc
United Kingdom
$749K +$35.6K +320 +5%
CB
228
Cadence Bank
Mississippi
$728K -$6.68K -60 -0.9%
LWAM
229
Legacy Wealth Asset Management
Minnesota
$727K +$27.4K +246 +4%
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$721K +$1.45K +13 +0.2%
MF
231
Magnetar Financial
Illinois
$687K -$380K -3,418 -36%
MML Investors Services
232
MML Investors Services
Massachusetts
$687K +$80.3K +722 +13%
RJFSA
233
Raymond James Financial Services Advisors
Florida
$677K -$215K -1,932 -24%
SAM
234
Shell Asset Management
Netherlands
$661K -$97.8K -878 -13%
TRSOTSOK
235
Teachers Retirement System of the State of Kentucky
Kentucky
$657K -$44.5K -400 -6%
Aviva
236
Aviva
United Kingdom
$653K -$1.28M -11,505 -66%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$651K +$417K +3,745 +178%
DAM
238
Deltec Asset Management
New York
$641K – – –
SIA
239
Sit Investment Associates
Minnesota
$632K -$89.1K -800 -12%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$628K +$441K +3,957 +235%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$619K -$1.05M -9,459 -63%
HEIP
242
Hudson Edge Investment Partners
New Jersey
$619K +$152K +1,369 +33%
FHB
243
First Hawaiian Bank
Hawaii
$609K +$6.45K +58 +1%
MBT
244
Montecito Bank & Trust
California
$597K -$11.1K -100 -2%
Handelsbanken Fonder
245
Handelsbanken Fonder
Sweden
$583K +$278K +2,500 +91%
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$582K +$10.6K +95 +2%
LPL Financial
247
LPL Financial
California
$556K -$40.6K -365 -7%
PFO
248
Pathstone Family Office
New Jersey
$556K +$123K +856 +28%
DIA
249
Dana Investment Advisors
Wisconsin
$545K +$545K +4,896 New
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$541K +$245K +2,208 +83%
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