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Evercore
EVR

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 %
MLICM
426
Metropolitan Life Insurance Company (MetLife)
New York
– -$946K -6,963 Closed
PMAM
427
Picton Mahoney Asset Management
Ontario, Canada
– -$940K -6,915 Closed
Pacer Advisors
428
Pacer Advisors
Pennsylvania
– -$843K -6,208 Closed
JG
429
Jefferies Group
New York
– -$746K -5,492 Closed
TF
430
Trek Financial
Arizona
– -$732K -5,385 Closed
KeyBank National Association
431
KeyBank National Association
Ohio
– -$710K -5,229 Closed
AIA
432
Angeles Investment Advisors
California
– -$660K -4,861 Closed
RCM
433
Radnor Capital Management
Pennsylvania
– -$634K -4,670 Closed
OTL
434
Oak Thistle LLC
New York
– -$538K -3,964 Closed
Sumitomo Mitsui Trust Group
435
Sumitomo Mitsui Trust Group
Japan
– -$516K -3,800 Closed
PCM
436
Prelude Capital Management
New York
– -$473K -3,480 Closed
IA
437
IndexIQ Advisors
New York
– -$436K -3,206 Closed
BFM
438
Boothbay Fund Management
New York
– -$431K -3,176 Closed
BC
439
Bridgefront Capital
Texas
– -$420K -3,090 Closed
JIC
440
Joel Isaacson & Co
New York
– -$408K -3,000 Closed
Adage Capital Partners
441
Adage Capital Partners
Massachusetts
– -$408K -3,000 Closed
PAG
442
Private Advisor Group
New Jersey
– -$400K -2,947 Closed
SMF
443
Sterling Manor Financial
New York
– -$378K -2,780 Closed
BAM
444
Blueshift Asset Management
New Jersey
– -$371K -2,734 Closed
KFA
445
Krane Funds Advisors
New York
– -$363K -2,671 Closed
WHG
446
Westwood Holdings Group
Texas
– -$345K -2,537 Closed
SP
447
Symmetry Partners
Connecticut
– -$335K -2,467 Closed
Cambridge Investment Research Advisors
448
Cambridge Investment Research Advisors
Iowa
– -$329K -2,419 Closed
PAMP
449
Polar Asset Management Partners
Ontario, Canada
– -$269K -1,982 Closed
MYIA
450
Mount Yale Investment Advisors
Colorado
– -$255K -1,879 Closed
16 17
18
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