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Evercore
EVR

Overview Fund Activity

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M

Top Buyers

1
Jane Street
1
Jane Street
New York
$79M
2
Goldman Sachs
2
Goldman Sachs
New York
$122M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$510M
4
Millennium Management
4
Millennium Management
New York
$69.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.7M
2
FCM
2
Frontier Capital Management
Massachusetts
$42.8M
3
JCM
3
Junto Capital Management
New York
$0
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$73.3M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Samlyn Capital
New York
$45.9M +$2.38M +18,049 +5%
Prudential Financial
27
Prudential Financial
New Jersey
$45.7M +$36.4M +276,571 +392%
CCM
28
Copeland Capital Management
Pennsylvania
$45.6M +$119K +905 +0.3%
ACB
29
Aristotle Capital Boston
Massachusetts
$45M -$21.3M -161,446 -32%
FCM
30
Frontier Capital Management
Massachusetts
$42.8M -$30.6M -232,196 -42%
RA
31
Royce & Associates
New York
$39.9M -$2.13M -16,205 -5%
WCM
32
Wedge Capital Management
North Carolina
$39.2M -$15.5M -117,709 -28%
Bank of America
33
Bank of America
North Carolina
$39.1M -$6.13M -46,495 -14%
BCA
34
Bernzott Capital Advisors
California
$38.8M -$2.74M -20,776 -7%
N
35
Natixis
France
$38.3M +$32.3M +245,326 +544%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$38.2M -$10.8M -82,354 -22%
BG
37
Bahl & Gaynor
Ohio
$37.6M -$1.86M -14,115 -5%
GIP
38
Granite Investment Partners
California
$36.2M -$1.19M -9,027 -3%
AI
39
Ariel Investments
Illinois
$34.2M -$65.9K -500 -0.2%
Citadel Advisors
40
Citadel Advisors
Florida
$31.4M -$1.92M -14,579 -6%
GLA
41
Great Lakes Advisors
Illinois
$29.6M +$1.22M +9,248 +4%
CCMG
42
Clark Capital Management Group
Pennsylvania
$28.8M -$12.6M -95,496 -30%
GT
43
Glenmede Trust
Pennsylvania
$27.8M -$4.96M -37,645 -15%
Ameriprise
44
Ameriprise
Minnesota
$27.2M -$516K -3,917 -2%
UBS AM
45
UBS AM
Illinois
$25.1M +$6.7M +50,838 +36%
Principal Financial Group
46
Principal Financial Group
Iowa
$23.8M +$3.91M +29,687 +20%
ZCM
47
Ziegler Capital Management
Illinois
$23.3M -$1.27M -9,668 -5%
MCM
48
Moore Capital Management
New York
$23M +$12.8M +97,050 +126%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$22.1M -$1.41M -10,677 -6%
DRZID
50
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M -$10.4M -78,770 -34%
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