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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 %
FHA
276
Flagship Harbor Advisors
Massachusetts
$479K -$84.3K -620 -15%
ProShare Advisors
277
ProShare Advisors
Maryland
$479K +$106K +780 +28%
PCM
278
Prelude Capital Management
New York
$473K +$473K +3,480 New
SAM
279
Securian Asset Management
Minnesota
$469K -$13.6K -100 -3%
LAM
280
Lingohr Asset Management
Germany
$453K -$10.4K -76 -2%
PAS
281
Park Avenue Securities
New York
$444K +$77K +567 +21%
IA
282
IndexIQ Advisors
New York
$436K -$28.2K -207 -6%
BFM
283
Boothbay Fund Management
New York
$431K +$431K +3,176 New
RFC
284
Regions Financial Corp
Alabama
$427K -$6.12K -45 -1%
BS
285
Boenning & Scattergood
Pennsylvania
$421K – – –
BC
286
Bridgefront Capital
Texas
$420K +$199K +1,466 +90%
GKIM
287
GW&K Investment Management
Massachusetts
$410K -$2.99K -22 -0.7%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$410K – – –
PFO
289
Pathstone Family Office
New Jersey
$410K +$63.3K +467 +18%
Adage Capital Partners
290
Adage Capital Partners
Massachusetts
$408K -$1.82M -13,363 -82%
JIC
291
Joel Isaacson & Co
New York
$408K – – –
PAG
292
Private Advisor Group
New Jersey
$400K +$400K +2,947 New
RWM
293
Ritholtz Wealth Management
New York
$399K +$141K +1,040 +55%
PCS
294
Personal CFO Solutions
New Jersey
$382K +$6.25K +46 +2%
SMF
295
Sterling Manor Financial
New York
$378K -$81.4K -599 -18%
ORC
296
O'Rourke & Company
Massachusetts
$378K +$378K +2,782 New
Handelsbanken Fonder
297
Handelsbanken Fonder
Sweden
$372K -$734K -5,400 -66%
BAM
298
Blueshift Asset Management
New Jersey
$371K -$1.14M -8,427 -76%
WA
299
Wambolt & Associates
Colorado
$369K +$81.4K +599 +28%
AA
300
ALPS Advisors
Colorado
$364K -$17M -124,946 -98%
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