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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 %
SMG
401
Spectrum Management Group
Indiana
$7K +$7K +50 New
GFPC
402
Global Financial Private Client
Florida
$6.08K – – –
AWA
403
Arkadios Wealth Advisors
Georgia
$6K – – –
HNB
404
Huntington National Bank
Ohio
$6K +$3.96K +31 +194%
FMP
405
Financial Management Professionals
Texas
$5K – – –
KIG
406
Kowal Investment Group
Wisconsin
$5K +$5K +40 New
BAM
407
Bellevue Asset Management
Washington
$4K – – –
SPIA
408
Steward Partners Investment Advisory
New York
$4K – – –
Nisa Investment Advisors
409
Nisa Investment Advisors
Missouri
$3.82K +$3.24K +24,242 +563%
PMFA
410
Plante Moran Financial Advisors
Michigan
$3K – – –
SIM
411
Sonora Investment Management
Arizona
$3K – – –
TG
412
TCW Group
California
$2.01K -$1.06K -7,937 -35%
AF
413
Allworth Financial
California
$2K – – –
FRA
414
Front Row Advisors
California
$2K – – –
TC
415
Truvestments Capital
Florida
$2K – – –
ACM
416
AUA Capital Management
Pennsylvania
$2K +$533 +4 +36%
CPC
417
Consolidated Planning Corp
Georgia
$2K +$2K +14 New
CI
418
Cordant Inc
Oregon
$2K +$2K +16 New
TPCW
419
TD Private Client Wealth
New York
$1.47K – – –
WPA
420
West Paces Advisors
Georgia
$1.07K – – –
MCM
421
Manchester Capital Management
Vermont
$1K +$1K +6 New
NFSG
422
Newbridge Financial Services Group
Florida
$1K +$1K +6 New
DOA
423
D'Orazio & Associates
Virginia
$1K +$1K +10 New
N
424
Natixis
France
– -$19.6M -139,500 Closed
DRZID
425
DePrince Race & Zollo Inc (DRZ)
Florida
– -$15.8M -112,108 Closed
15 16
17
18 19