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Evercore
EVR

Overview Fund Activity

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
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$58.9M
2
NC
2
Nitorum Capital
New York
$42.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$281M
5
Charles Schwab
5
Charles Schwab
California
$98.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Scout Investments
Missouri
$63.2M
3
SC
3
Samlyn Capital
New York
$0
4
BlackRock
4
BlackRock
New York
$504M
5
ZCM
5
Ziegler Capital Management
Illinois
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
351
Arlington Partners
Alabama
$150K -$2.81K -20 -2%
PAM
352
Panagora Asset Management
Massachusetts
$148K +$8.19K +58 +6%
FGAM
353
Financial Gravity Asset Management
Texas
$141K -$41 – –
CFB
354
Cullen/Frost Bankers
Texas
$141K – – –
CFGS
355
Concourse Financial Group Securities
Alabama
$126K -$3.1K -22 -2%
SOW
356
State of Wyoming
Wyoming
$123K +$123K +871 New
PA
357
Parallel Advisors
California
$116K +$2.24K +16 +2%
SFSIG
358
San Francisco Sentry Investment Group
California
$113K – – –
BAM
359
Belpointe Asset Management
Nevada
$112K +$112K +800 New
IP
360
Isthmus Partners
Wisconsin
$95K +$95K +675 New
EAM
361
Exos Asset Management
New York
$86K +$86K +609 New
FF
362
FourThought Financial
Florida
$80K -$1.54K -11 -2%
CTC
363
Central Trust Company
Missouri
$80K +$2.12K +15 +3%
ST
364
Smithfield Trust
Pennsylvania
$80K +$80K +569 New
VanEck Associates
365
VanEck Associates
New York
$79K +$48K +342 +155%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$77K +$4.1K +29 +6%
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
$67K -$2.59M -18,510 -97%
FBT
368
First Bank & Trust
South Dakota
$62K +$52.1K +373 +525%
AS
369
Altshuler Shaham
Israel
$58K +$58K +415 New
FPS
370
Fieldpoint Private Securities
Connecticut
$52K -$20K -148 -28%
EBA
371
Eagle Bay Advisors
New York
$52K +$52K +349 New
AP
372
Atwood & Palmer
Missouri
$51K +$51K +364 New
HFM
373
Harvest Fund Management
China
$49K – – –
QCG
374
Quadrant Capital Group
Ohio
$47K -$9.09K -65 -16%
Skandinaviska Enskilda Banken (SEB)
375
Skandinaviska Enskilda Banken (SEB)
Sweden
$42K -$2.03M -14,500 -98%
13 14
15
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