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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
326
$270K
327
$258K
328
$252K
329
$245K
330
$244K
331
$243K
332
$242K
333
$238K
334
$237K
335
$237K
336
$234K
337
$231K
338
$227K
339
$226K
340
$225K
341
$223K
342
$222K
343
$214K
344
$212K
345
$207K
346
$205K
347
$204K
348
$199K
349
$169K
350
$162K