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Evercore
EVR

Overview Fund Activity

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54M
2
Millennium Management
2
Millennium Management
New York
$96.6M
3
SO
3
STRS Ohio
Ohio
$32.4M
4
BTW
4
Boston Trust Walden
Massachusetts
$17.4M
5
AA
5
ALPS Advisors
Colorado
$17.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.76M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$797K
5
BlackRock
5
BlackRock
New York
$458M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$129K -$59.3K -447 -32%
AS
352
Altshuler Shaham
Israel
$123K +$67K +497 +120%
CFGS
353
Concourse Financial Group Securities
Alabama
$116K -$3.89K -29 -3%
PA
354
Parallel Advisors
California
$108K -$2.54K -19 -2%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$86K +$13.2K +99 +18%
FF
356
FourThought Financial
Florida
$78K +$2.39K +18 +3%
ST
357
Smithfield Trust
Pennsylvania
$74K -$2.28K -17 -3%
Walleye Trading
358
Walleye Trading
New York
$71K -$475K -3,545 -87%
SOW
359
State of Wyoming
Wyoming
$63K -$53.3K -399 -46%
FBT
360
First Bank & Trust
South Dakota
$59K – – –
FPS
361
Fieldpoint Private Securities
Connecticut
$51K – – –
AP
362
Atwood & Palmer
Missouri
$49K – – –
Bessemer Group
363
Bessemer Group
New Jersey
$47K +$10.9K +82 +30%
HFM
364
Harvest Fund Management
China
$46K – – –
APA
365
American Portfolios Advisors
New York
$45.6K +$21.1K +158 +86%
QCG
366
Quadrant Capital Group
Ohio
$45K -$134 -1 -0.3%
FHA
367
First Horizon Advisors
Tennessee
$45K +$45K +345 New
JWM
368
Janiczek Wealth Management
Colorado
$44K +$13.9K +103 +46%
CTC
369
Central Trust Company
Missouri
$42K -$33.4K -251 -44%
Fidelity Investments
370
Fidelity Investments
Massachusetts
$36K +$17.1K +129 +90%
EBA
371
Eagle Bay Advisors
New York
$35K -$10.4K -80 -23%
WTC
372
WhitTier Trust Company
Nevada
$33K +$33K +250 New
FQ
373
First Quadrant
California
$32K – – –
ST
374
Sageworth Trust
Pennsylvania
$32K – – –
FCA
375
FinTrust Capital Advisors
South Carolina
$30K – – –
13 14
15
16 17