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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 %
NEI
451
Northwest & Ethical Investments
Ontario, Canada
– -$1.09M -8,164 Closed
AI
452
Atria Investments
North Carolina
– -$1.06M -7,930 Closed
QC
453
Quadrature Capital
United Kingdom
– -$694K -5,190 Closed
E
454
Ergoteles
New York
– -$662K -4,950 Closed
PP
455
PDT Partners
New York
– -$605K -4,528 Closed
PWM
456
Perigon Wealth Management
California
– -$518K -3,874 Closed
CAM
457
Cresset Asset Management
Illinois
– -$434K -3,243 Closed
PG
458
Pendal Group
Australia
– -$310K -2,316 Closed
QIM
459
Quantitative Investment Management
Virginia
– -$281K -2,105 Closed
DADC
460
D.A. Davidson & Co
Montana
– -$268K -2,006 Closed
SM
461
Sciencast Management
New Jersey
– -$286K -1,937 Closed
AIL
462
AGF Investments LLC
Ontario, Canada
– -$192K -1,433 Closed
QT
463
Quantbot Technologies
New York
– -$180K -1,353 Closed
VI
464
Vestcor Inc
New Brunswick, Canada
– -$160K -1,200 Closed
WTC
465
WhitTier Trust Company
Nevada
– -$33K -250 Closed
CFD
466
Creative Financial Designs
Indiana
– -$14K -105 Closed
Group One Trading
467
Group One Trading
Illinois
– -$13K -100 Closed
CFA
468
Cahill Financial Advisors
Minnesota
– -$9K -70 Closed
AWA
469
Arkadios Wealth Advisors
Georgia
– -$6K -49 Closed
KIG
470
Kowal Investment Group
Wisconsin
– -$5K -40 Closed
FMP
471
Financial Management Professionals
Texas
– -$5K -39 Closed
TC
472
Truvestments Capital
Florida
– -$2K -18 Closed
CI
473
Cordant Inc
Oregon
– -$2K -16 Closed
CPC
474
Consolidated Planning Corp
Georgia
– -$2K -14 Closed
DOA
475
D'Orazio & Associates
Virginia
– -$1K -10 Closed
16 17 18
19
20