EVR icon

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 %
CAG
451
Csenge Advisory Group
Florida
– -$258K -1,818 Closed
PA
452
Profund Advisors
Maryland
– -$236K -1,735 Closed
ONB
453
Old National Bancorp
Indiana
– -$229K -1,681 Closed
BNP Paribas Asset Management
454
BNP Paribas Asset Management
France
– -$228K -1,680 Closed
CP
455
Covenant Partners
Tennessee
– -$224K -1,652 Closed
TSS
456
Two Sigma Securities
New York
– -$217K -1,601 Closed
EWM
457
Evercore Wealth Management
New York
– -$217K -1,600 Closed
CIBC Asset Management
458
CIBC Asset Management
Ontario, Canada
– -$215K -1,586 Closed
CIM
459
Contravisory Investment Management
Massachusetts
– -$213K -1,571 Closed
PSUF
460
People's United Financial
Connecticut
– -$209K -1,537 Closed
PWPS
461
Pinnacle Wealth Planning Services
Ohio
– -$203K -1,497 Closed
PCMC
462
Paragon Capital Management (Colorado)
Colorado
– -$196K -1,446 Closed
UID
463
Union Investments & Development
Israel
– -$95K -700 Closed
ST
464
Smithfield Trust
Pennsylvania
– -$86K -634 Closed
SWM
465
Spire Wealth Management
Virginia
– -$86K -633 Closed
CMBA
466
C.M. Bidwell & Associates
Hawaii
– -$37K -276 Closed
FGAM
467
Financial Gravity Asset Management
Texas
– -$28 -272 Closed
EBA
468
Eagle Bay Advisors
New York
– -$35K -255 Closed
CWS
469
Confluence Wealth Services
Pennsylvania
– -$25K -186 Closed
HMS
470
Hanseatic Management Services
New Mexico
– -$21K -156 Closed
CT
471
Cambridge Trust
Massachusetts
– -$14K -106 Closed
ST
472
Sageworth Trust
Pennsylvania
– -$7K -55 Closed
DFCM
473
Dark Forest Capital Management
Puerto Rico
– -$7K -52 Closed
SMG
474
Spectrum Management Group
Indiana
– -$7K -50 Closed
RPCONE
475
Retirement Planning Company of New England
Rhode Island
– -$6K -50 Closed
16 17 18
19
20