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Evercore
EVR

Overview Fund Activity

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$58.9M
2
NC
2
Nitorum Capital
New York
$42.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$281M
5
Charles Schwab
5
Charles Schwab
California
$98.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Scout Investments
Missouri
$63.2M
3
SC
3
Samlyn Capital
New York
$0
4
BlackRock
4
BlackRock
New York
$504M
5
ZCM
5
Ziegler Capital Management
Illinois
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$49.3M 350,200 -57,390 -14%
TCM
27
TimesSquare Capital Management
New York
$47.1M 334,350 -99,300 -23%
FCM
28
Frontier Capital Management
Massachusetts
$45.8M 325,240 +286 +0.1%
ACB
29
Aristotle Capital Boston
Massachusetts
$45.6M 323,697 -18,033 -5%
NC
30
Nitorum Capital
New York
$42.4M 300,900 +300,900 New
BCA
31
Bernzott Capital Advisors
California
$41.3M 293,265 -1,143 -0.4%
GIP
32
Granite Investment Partners
California
$38.8M 275,441 +712 +0.3%
CCM
33
Copeland Capital Management
Pennsylvania
$38.2M 271,470 -74,361 -22%
AI
34
Ariel Investments
Illinois
$36.4M 258,246 -1,437 -0.6%
Principal Financial Group
35
Principal Financial Group
Iowa
$35.7M 253,904 +73,597 +41%
Bank of America
36
Bank of America
North Carolina
$34.8M 247,278 -49,350 -17%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$32M 227,039 -62,768 -22%
CCMG
38
Clark Capital Management Group
Pennsylvania
$31.5M 223,989 +5,083 +2%
GT
39
Glenmede Trust
Pennsylvania
$31.1M 220,957 +10,031 +5%
WCM
40
Wedge Capital Management
North Carolina
$30.9M 219,780 -77,920 -26%
GLA
41
Great Lakes Advisors
Illinois
$30.9M 219,604 -4,742 -2%
RA
42
Royce & Associates
New York
$30.1M 214,016 -89,100 -29%
Prudential Financial
43
Prudential Financial
New Jersey
$27.6M 196,122 -151,086 -44%
UBS AM
44
UBS AM
Illinois
$24.8M 176,454 -14,092 -7%
Fuller & Thaler Asset Management
45
Fuller & Thaler Asset Management
California
$24.3M 172,289 +33,360 +24%
ZCM
46
Ziegler Capital Management
Illinois
$23.9M 74,328 -102,485 -58%
First Trust Advisors
47
First Trust Advisors
Illinois
$23.6M 167,390 +96,237 +135%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$23.2M 165,156 +18,180 +12%
Ameriprise
49
Ameriprise
Minnesota
$22.8M 161,519 -45,040 -22%
Man Group
50
Man Group
United Kingdom
$22.4M 158,771 +79,463 +100%
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