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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 %
HI
376
Harbour Investments
Wisconsin
$28K +$20.6K +153 +278%
PSB
377
Piscataqua Savings Bank
New Hampshire
$27K – – –
BCA
378
Berman Capital Advisors
Georgia
$25K +$131 +1 +0.5%
CA
379
Clearstead Advisors
Ohio
$25K +$25K +189 New
Lazard Asset Management
380
Lazard Asset Management
New York
$23K -$2.46K -19 -10%
MRCM
381
M&R Capital Management
New Jersey
$22K – – –
MA
382
MUFG Americas
New York
$22K +$22K +162 New
HMS
383
Hanseatic Management Services
New Mexico
$21K – – –
TWA
384
TCI Wealth Advisors
Arizona
$20K +$10.3K +78 +105%
TWM
385
Tradition Wealth Management
Minnesota
$18K – – –
CWC
386
Carolinas Wealth Consulting
North Carolina
$17K -$9.44K -70 -36%
CFD
387
Creative Financial Designs
Indiana
$14K – – –
BIA
388
Bell Investment Advisors
California
$14K +$14K +104 New
BFEC
389
Benjamin F. Edwards & Company
Missouri
$13K – – –
Group One Trading
390
Group One Trading
Illinois
$13K +$13K +100 New
LFG
391
Larson Financial Group
Missouri
$11K +$128 +1 +1%
SIC
392
Salem Investment Counselors
North Carolina
$10K – – –
KFI
393
Key Financial Inc
Pennsylvania
$10K – – –
HWMA
394
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
CFA
395
Cahill Financial Advisors
Minnesota
$9K +$9K +70 New
AAP
396
Arax Advisory Partners
Colorado
$8K – – –
S
397
SignatureFD
Georgia
$7K – – –
TCM
398
Tradewinds Capital Management
Washington
$7K – – –
LC
399
Lindbrook Capital
California
$7K – – –
CHA
400
Carmichael Hill & Associates
Maryland
$7K +$2K +14 +40%
14 15
16
17 18