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Evercore
EVR

Overview Fund Activity

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54M
2
Millennium Management
2
Millennium Management
New York
$96.6M
3
SO
3
STRS Ohio
Ohio
$32.4M
4
BTW
4
Boston Trust Walden
Massachusetts
$17.4M
5
AA
5
ALPS Advisors
Colorado
$17.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.76M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$797K
5
BlackRock
5
BlackRock
New York
$458M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
TimesSquare Capital Management
New York
$40.7M 304,775 -29,575 -9%
NC
27
Nitorum Capital
New York
$40.2M 300,900 – –
BCA
28
Bernzott Capital Advisors
California
$38M 284,214 -9,051 -3%
CCM
29
Copeland Capital Management
Pennsylvania
$37M 277,084 +5,614 +2%
Principal Financial Group
30
Principal Financial Group
Iowa
$35.8M 267,721 +13,817 +5%
GIP
31
Granite Investment Partners
California
$35.6M 266,510 -8,931 -3%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$34.9M 261,112 +88,823 +52%
Bank of America
33
Bank of America
North Carolina
$34.8M 260,528 +13,250 +5%
SO
34
STRS Ohio
Ohio
$32.4M 242,487 +232,262 +2,272%
AI
35
Ariel Investments
Illinois
$32M 239,398 -18,848 -7%
Man Group
36
Man Group
United Kingdom
$30.7M 229,582 +70,811 +45%
CCMG
37
Clark Capital Management Group
Pennsylvania
$30.6M 228,551 +4,562 +2%
ACB
38
Aristotle Capital Boston
Massachusetts
$30.3M 226,742 -96,955 -30%
GLA
39
Great Lakes Advisors
Illinois
$28.4M 212,663 -6,941 -3%
Prudential Financial
40
Prudential Financial
New Jersey
$27.5M 205,928 +9,806 +5%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$26.7M 199,687 -150,513 -43%
MWA
42
Marshall Wace Asia
Hong Kong
$25.9M 193,627 +102,560 +113%
WCM
43
Wedge Capital Management
North Carolina
$25.6M 191,347 -28,433 -13%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$24.7M 185,040 +19,884 +12%
AQR Capital Management
45
AQR Capital Management
Connecticut
$24.6M 183,850 +66,797 +57%
GT
46
Glenmede Trust
Pennsylvania
$23.8M 177,925 -43,032 -19%
UBS AM
47
UBS AM
Illinois
$22.5M 168,268 -8,186 -5%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$21.2M 158,751 +76 +0%
RA
49
Royce & Associates
New York
$19.9M 148,814 -65,202 -30%
PPA
50
Parametric Portfolio Associates
Washington
$19.9M 148,665 -1,975 -1%
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