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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 %
QCG
376
Quadrant Capital Group
Ohio
$46K – – –
APA
377
American Portfolios Advisors
New York
$42.7K -$3.67K -27 -8%
Fidelity Investments
378
Fidelity Investments
Massachusetts
$40K +$2.87K +21 +8%
CTC
379
Central Trust Company
Missouri
$37K -$5.36K -40 -13%
CMBA
380
C.M. Bidwell & Associates
Hawaii
$37K +$37K +276 New
Bessemer Group
381
Bessemer Group
New Jersey
$36K -$10.9K -82 -23%
EBA
382
Eagle Bay Advisors
New York
$35K -$1.92K -14 -5%
FCA
383
FinTrust Capital Advisors
South Carolina
$30K – – –
VRS
384
Virginia Retirement Systems
Virginia
$29.5K +$26.5K +195,000 +890%
CWS
385
Confluence Wealth Services
Pennsylvania
$25K +$25K +186 New
PSB
386
Piscataqua Savings Bank
New Hampshire
$24K -$2.67K -20 -10%
STCOSD
387
Sageworth Trust Company of South Dakota
South Dakota
$24K +$24K +179 New
MRCM
388
M&R Capital Management
New Jersey
$23K – – –
MA
389
MUFG Americas
New York
$22K – – –
TWA
390
TCI Wealth Advisors
Arizona
$21K – – –
HMS
391
Hanseatic Management Services
New Mexico
$21K – – –
TWM
392
Tradition Wealth Management
Minnesota
$19K – – –
CWC
393
Carolinas Wealth Consulting
North Carolina
$16K -$1.38K -10 -8%
HNB
394
Huntington National Bank
Ohio
$16K +$9.73K +73 +155%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$14K – – –
CT
396
Cambridge Trust
Massachusetts
$14K +$14K +106 New
S
397
SignatureFD
Georgia
$13K +$6.23K +46 +92%
LFG
398
Larson Financial Group
Missouri
$12K – – –
BIA
399
Bell Investment Advisors
California
$10K -$4.25K -31 -30%
SIC
400
Salem Investment Counselors
North Carolina
$10K – – –
14 15
16
17 18