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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 %
PCMC
351
Paragon Capital Management (Colorado)
Colorado
$196K +$196K +1,446 New
VanEck Associates
352
VanEck Associates
New York
$172K +$16.7K +123 +11%
PA
353
Parallel Advisors
California
$164K +$54.2K +399 +49%
FBT
354
First Bank & Trust
South Dakota
$161K +$101K +747 +168%
AS
355
Altshuler Shaham
Israel
$152K +$28K +206 +23%
AP
356
Arlington Partners
Alabama
$145K – – –
CFB
357
Cullen/Frost Bankers
Texas
$137K +$682 +5 +0.5%
CFGS
358
Concourse Financial Group Securities
Alabama
$116K -$1.36K -10 -1%
SOW
359
State of Wyoming
Wyoming
$108K +$43.7K +321 +68%
UID
360
Union Investments & Development
Israel
$95K +$95K +700 New
ST
361
Smithfield Trust
Pennsylvania
$86K +$11.1K +82 +15%
SWM
362
Spire Wealth Management
Virginia
$86K +$86K +633 New
Walleye Trading
363
Walleye Trading
New York
$81K +$8.73K +64 +12%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$80K -$7.77K -57 -9%
QC
365
Quent Capital
New York
$79K +$79K +583 New
JWM
366
Janiczek Wealth Management
Colorado
$78K +$33.5K +246 +75%
FF
367
FourThought Financial
Florida
$72K -$8.33K -61 -10%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$71K -$58.7K -440 -45%
MAM
369
Meeder Asset Management
Ohio
$59K -$1.5M -11,167 -96%
C
370
Covestor
United Kingdom
$58K +$58K +428 New
FPS
371
Fieldpoint Private Securities
Connecticut
$54K +$1.77K +13 +3%
AP
372
Atwood & Palmer
Missouri
$49K – – –
CA
373
Clearstead Advisors
Ohio
$48K +$22.4K +165 +87%
HFM
374
Harvest Fund Management
China
$47K – – –
FHA
375
First Horizon Advisors
Tennessee
$46K – – –
13 14
15
16 17