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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 %
SC
426
Schubert & Co
Texas
$1K +$1K +5 New
BA
427
Bivin & Associates
Oklahoma
$1K +$1K +5 New
JWA
428
JFS Wealth Advisors
Pennsylvania
$1K +$1K +8 New
TPCW
429
TD Private Client Wealth
New York
$815 -$679 -5 -45%
SWA
430
Sutton Wealth Advisors
Florida
$543 +$543 +4 New
MP
431
McDonald Partners
Ohio
$408 +$408 +3 New
ACM
432
Absolute Capital Management
Pennsylvania
$408 +$408 +3 New
CP
433
Castleview Partners
Texas
$83 +$83 +11,275 New
FGAM
434
Financial Gravity Asset Management
Texas
$28 +$28 +272 New
Point72 Asset Management
435
Point72 Asset Management
Connecticut
– -$54M -404,000 Closed
SO
436
STRS Ohio
Ohio
– -$32.4M -242,487 Closed
BCM
437
Basswood Capital Management
New York
– -$13M -97,016 Closed
PC
438
Pier Capital
Connecticut
– -$9.32M -69,714 Closed
Nomura Holdings
439
Nomura Holdings
Japan
– -$9.07M -65,800 Closed
Alyeska Investment Group
440
Alyeska Investment Group
Illinois
– -$8.76M -65,518 Closed
Arrowstreet Capital
441
Arrowstreet Capital
Massachusetts
– -$5.65M -42,300 Closed
HF
442
HRT Financial
New York
– -$4.99M -37,328 Closed
SFI
443
Susquehanna Fundamental Investments
Pennsylvania
– -$2.99M -22,392 Closed
WI
444
WBI Investments
New Jersey
– -$2.71M -20,539 Closed
CCM
445
Cinctive Capital Management
New York
– -$2.49M -18,636 Closed
CG
446
Castellan Group
Kentucky
– -$2.16M -16,150 Closed
PCM
447
Prana Capital Management
Connecticut
– -$2.11M -15,744 Closed
EF
448
Empowered Funds
Pennsylvania
– -$1.69M -12,607 Closed
WT
449
Washington Trust
Rhode Island
– -$1.59M -11,898 Closed
CIBC World Market
450
CIBC World Market
Ontario, Canada
– -$1.29M -9,682 Closed
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