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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 %
AWM
251
Angeles Wealth Management
California
$540K +$540K +4,853 New
CIP
252
Cornerstone Investment Partners
Georgia
$518K -$4.56K -41 -0.9%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$504K +$8.46K +76 +2%
ZB
254
Zions Bancorporation
Utah
$478K +$228K +2,048 +91%
X
255
Xponance
Pennsylvania
$474K -$6.67K -60 -1%
CIA
256
Capital Impact Advisors
Massachusetts
$470K -$484K -4,348 -51%
OAM
257
Origin Asset Management
United Kingdom
$470K – – –
CCM
258
Compton Capital Management
Rhode Island
$468K – – –
HIM
259
Hillsdale Investment Management
Ontario, Canada
$465K -$33.4K -300 -7%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$459K -$14.5K -130 -3%
NA
261
Navellier & Associates
Nevada
$451K -$2.12K -19 -0.5%
BCM
262
Buckhead Capital Management
Georgia
$449K +$44.8K +402 +11%
TAIM
263
TD Ameritrade Investment Management
Nebraska
$447K +$31.2K +280 +7%
LAM
264
Lingohr Asset Management
Germany
$442K +$72.4K +651 +20%
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$440K – – –
MOS
266
MGO One Seven
Ohio
$434K -$1.89K -17 -0.4%
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$432K -$260K -2,337 -38%
TC
268
TownSquare Capital
Utah
$422K -$14.1K -127 -3%
FHA
269
Flagship Harbor Advisors
Massachusetts
$419K +$26.4K +237 +7%
SAM
270
Securian Asset Management
Minnesota
$385K – – –
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$373K -$596K -5,353 -62%
CC
272
Corton Capital
Ontario, Canada
$361K +$361K +3,244 New
RWM
273
Ritholtz Wealth Management
New York
$354K +$27K +243 +8%
BS
274
Boenning & Scattergood
Pennsylvania
$346K +$668 +6 +0.2%
AA
275
ALPS Advisors
Colorado
$346K +$47.5K +426 +16%
9 10
11
12 13