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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 %
URS
326
Utah Retirement Systems
Utah
$272K – – –
PAMP
327
Polar Asset Management Partners
Ontario, Canada
$269K -$246K -1,810 -48%
CIP
328
Convergence Investment Partners
Florida
$268K +$17.2K +127 +7%
ISL
329
Ingalls & Snyder LLC
New York
$264K -$271 -2 -0.1%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$264K +$264K +1,942 New
OR
331
Olympiad Research
Connecticut
$263K +$263K +1,935 New
CAG
332
Csenge Advisory Group
Florida
$258K +$4.12K +29 +2%
MYIA
333
Mount Yale Investment Advisors
Colorado
$255K -$3.8K -28 -1%
JSW
334
Journey Strategic Wealth
New Jersey
$237K +$237K +1,745 New
PA
335
Profund Advisors
Maryland
$236K -$16.6K -122 -7%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$235K -$72.5K -535 -24%
FQ
337
First Quadrant
California
$235K +$203K +1,495 +633%
Canada Pension Plan Investment Board
338
Canada Pension Plan Investment Board
Ontario, Canada
$229K -$142K -1,046 -38%
ONB
339
Old National Bancorp
Indiana
$229K -$45.6K -335 -17%
BNP Paribas Asset Management
340
BNP Paribas Asset Management
France
$228K +$228K +1,680 New
CP
341
Covenant Partners
Tennessee
$224K – – –
VI
342
Versor Investments
New York
$218K +$218K +1,602 New
EWM
343
Evercore Wealth Management
New York
$217K – – –
TSS
344
Two Sigma Securities
New York
$217K +$217K +1,601 New
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$215K -$12.7K -94 -6%
NFG
346
Next Financial Group
Texas
$214K -$60.6K -446 -22%
CIM
347
Contravisory Investment Management
Massachusetts
$213K +$31K +229 +17%
PSUF
348
People's United Financial
Connecticut
$209K -$42.7K -314 -17%
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$203K -$814 -6 -0.4%
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$197K +$197K +1,451 New
12 13
14
15 16