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Evercore
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Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
Primecap Management
California
$45.8M
4
Holocene Advisors
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
Invesco
Georgia
$29.6M
3
Goldman Sachs
Goldman Sachs
New York
$77.4M
4
Millennium Management
Millennium Management
New York
$57.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
401
Prestige Wealth Management Group
New Jersey
$1K +$727 +8 +267%
GWS
402
Glassman Wealth Services
Virginia
$1K +$727 +8 +267%
MCM
403
Manchester Capital Management
Vermont
$1K +$833 +10 +500%
T
404
TCWP
Ohio
$1K +$1K +16 New
ACB
405
Aristotle Capital Boston
Massachusetts
– -$30.1M -221,315 Closed
Fidelity International
406
Fidelity International
Bermuda
– -$19.6M -144,058 Closed
RCYC
407
Richard C. Young & Co
Rhode Island
– -$16.7M -122,864 Closed
AIM
408
Artemis Investment Management
United Kingdom
– -$9.38M -69,138 Closed
CPC
409
Cookson Peirce & Co
Pennsylvania
– -$9.01M -66,302 Closed
SBH
410
Segall Bryant & Hamill
Illinois
– -$4.52M -33,293 Closed
DA
411
Duality Advisers
Florida
– -$4.49M -33,020 Closed
WANY
412
Wealthspire Advisors (New York)
New York
– -$3.73M -27,445 Closed
USCWA
413
U.S. Capital Wealth Advisors
Texas
– -$3.08M -22,682 Closed
CA
414
Capitolis Advisors
New York
– -$3.06M -22,487 Closed
BF
415
BOK Financial
Oklahoma
– -$3.03M -22,335 Closed
ARC
416
Advisor Resource Council
Texas
– -$1.91M -14,057 Closed
CP
417
Castleview Partners
Texas
– -$83 -11,275 Closed
CIM
418
Caldwell Investment Management
Ontario, Canada
– -$1.34M -9,850 Closed
Bank Julius Baer & Co
419
Bank Julius Baer & Co
Switzerland
– -$1.31M -9,613 Closed
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
– -$1.3M -9,532 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
421
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.2M -8,801 Closed
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
– -$1.09M -8,000 Closed
SSA
423
Schonfeld Strategic Advisors
New York
– -$1.01M -7,437 Closed
CL
424
CIM LLC
New York
– -$878K -7,419 Closed
PGCM
425
Prescott Group Capital Management
Oklahoma
– -$989K -7,282 Closed
15 16
17
18 19