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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 %
Balyasny Asset Management
426
Balyasny Asset Management
Illinois
– -$8.19M -58,199 Closed
Assenagon Asset Management
427
Assenagon Asset Management
Luxembourg
– -$7.24M -51,413 Closed
PFMOSF
428
Philadelphia Financial Management of San Francisco
California
– -$7.18M -50,979 Closed
GC
429
Gillson Capital
Illinois
– -$6.87M -48,825 Closed
ZDA
430
Zweig-DiMenna Associates
New York
– -$3.7M -26,250 Closed
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
– -$3.31M -23,480 Closed
DA
432
Duality Advisers
Florida
– -$3.08M -21,888 Closed
DWA
433
Dorsey Wright & Associates
California
– -$2.51M -17,820 Closed
Connor, Clark & Lunn Investment Management (CC&L)
434
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.78M -12,661 Closed
Twin Tree Management
435
Twin Tree Management
Texas
– -$1.45M -10,285 Closed
KWM
436
Kingsview Wealth Management
Oregon
– -$1.15M -8,123 Closed
TI
437
Trexquant Investment
Connecticut
– -$1.1M -7,840 Closed
Asset Management One
438
Asset Management One
Japan
– -$921K -6,548 Closed
ASN
439
Advisory Services Network
Georgia
– -$708K -5,025 Closed
MCM
440
Maltese Capital Management
New York
– -$704K -5,000 Closed
ST
441
Somerset Trust
Pennsylvania
– -$690K -4,904 Closed
BCM
442
Bayesian Capital Management
New York
– -$681K -4,841 Closed
QSS
443
Quantitative Systematic Strategies
Florida
– -$641K -4,553 Closed
Robeco Institutional Asset Management
444
Robeco Institutional Asset Management
Netherlands
– -$641K -4,553 Closed
WAM
445
Wolverine Asset Management
Illinois
– -$478K -3,401 Closed
EGM
446
Engineers Gate Manager
New York
– -$449K -3,191 Closed
Wolverine Trading
447
Wolverine Trading
Illinois
– -$439K -3,189 Closed
UFF
448
USA Financial Formulas
Michigan
– -$362K -2,573 Closed
FRM
449
Fox Run Management
Connecticut
– -$307K -2,181 Closed
SS
450
Simplicity Solutions
Minnesota
– -$270K -1,919 Closed
15 16 17
18
19