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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 %
SIC
401
Salem Investment Counselors
North Carolina
$10K – – –
AAP
402
Arax Advisory Partners
Colorado
$9K +$554 +4 +7%
LC
403
Lindbrook Capital
California
$8K – – –
ST
404
Sageworth Trust
Pennsylvania
$7K -$23.5K -185 -77%
SMG
405
Spectrum Management Group
Indiana
$7K – – –
TCM
406
Tradewinds Capital Management
Washington
$7K – – –
CHA
407
Carmichael Hill & Associates
Maryland
$7K – – –
DFCM
408
Dark Forest Capital Management
Puerto Rico
$7K +$7K +52 New
RPCONE
409
Retirement Planning Company of New England
Rhode Island
$6K +$6K +50 New
Manulife (Manufacturers Life Insurance)
410
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.99K -$215 -1,583 -3%
GFPC
411
Global Financial Private Client
Florida
$5.98K – – –
DWA
412
Delos Wealth Advisors
Texas
$5K +$5K +38 New
Lazard Asset Management
413
Lazard Asset Management
New York
$4K -$17.6K -145 -81%
BAM
414
Bellevue Asset Management
Washington
$4K -$154 -1 -4%
SPIA
415
Steward Partners Investment Advisory
New York
$4K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$3K – – –
HI
417
Harbour Investments
Wisconsin
$2K -$32.7K -196 -94%
AF
418
Allworth Financial
California
$2K – – –
FRA
419
Front Row Advisors
California
$2K – – –
ACM
420
AUA Capital Management
Pennsylvania
$2K +$125 +1 +7%
NFSG
421
Newbridge Financial Services Group
Florida
$2K +$1K +6 +100%
LF
422
Lee Financial
Texas
$2K +$2K +14 New
UB
423
UMB Bank
Missouri
$2K +$2K +16 New
FAG
424
Fortitude Advisory Group
Washington
$2K +$2K +18 New
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +4 New
15 16
17
18 19