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Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.14% less ownership

Funds ownership: 89.18%87.04% (-2.1%)

13% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $30M

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 180

Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.2M
Puts
$30M
Net Calls
Net Calls Change

Top Buyers

1 +$58.9M
2 +$42.4M
3 +$32.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27.1M
5
Charles Schwab
Charles Schwab
California
+$19.8M

Top Sellers

1 -$79M
2 -$64M
3 -$45.9M
4
BlackRock
BlackRock
New York
-$37.8M
5
ZCM
Ziegler Capital Management
Illinois
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$681K
252
$674K
253
$642K
254
$641K
255
$641K
256
$637K
257
$624K
258
$601K
259
$601K
260
$591K
261
$589K
262
$583K
263
$580K
264
$574K
265
$556K
266
$538K
267
$536K
268
$533K
269
$532K
270
$530K
271
$524K
272
$523K
273
$519K
274
$510K
275
$504K