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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.

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
1
Lord, Abbett & Co
New Jersey
$147M
2
Deutsche Bank
2
Deutsche Bank
Germany
$43.2M
3
Millennium Management
3
Millennium Management
New York
$117M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$19.1M
5
PAM
5
Panagora Asset Management
Massachusetts
$17.3M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$165M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
SO
4
STRS Ohio
Ohio
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$41.5M +$6.15M +45,291 +17%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$41.3M +$5.81M +42,752 +16%
FCM
28
Frontier Capital Management
Massachusetts
$40.6M -$2.45M -18,014 -6%
GIP
29
Granite Investment Partners
California
$38M +$1.82M +13,383 +5%
Wells Fargo
30
Wells Fargo
California
$35.1M -$41.9M -308,556 -54%
First Trust Advisors
31
First Trust Advisors
Illinois
$34.7M +$16.5M +121,152 +90%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$33.9M -$11.8M -86,513 -26%
SI
33
Scout Investments
Missouri
$33.8M -$25.3M -186,140 -43%
CCMG
34
Clark Capital Management Group
Pennsylvania
$32.8M +$1.74M +12,791 +6%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$32M +$32M +235,823 New
AQR Capital Management
36
AQR Capital Management
Connecticut
$30.9M +$5.94M +43,712 +24%
ACB
37
Aristotle Capital Boston
Massachusetts
$30.1M -$737K -5,427 -2%
AI
38
Ariel Investments
Illinois
$29.5M -$3.04M -22,346 -9%
BCA
39
Bernzott Capital Advisors
California
$28.6M -$10M -73,895 -26%
GLA
40
Great Lakes Advisors
Illinois
$28.3M -$582K -4,283 -2%
Ameriprise
41
Ameriprise
Minnesota
$26.1M +$10.1M +74,247 +63%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$25.3M +$112K +823 +0.4%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$24.9M -$2.2M -16,198 -8%
GT
44
Glenmede Trust
Pennsylvania
$24.1M -$94.4K -695 -0.4%
UBS AM
45
UBS AM
Illinois
$23.9M +$1.04M +7,684 +5%
WCM
46
Wedge Capital Management
North Carolina
$23.5M -$2.54M -18,681 -10%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$23.2M +$9.21M +67,782 +66%
Principal Financial Group
48
Principal Financial Group
Iowa
$23M -$13.3M -98,055 -37%
BTW
49
Boston Trust Walden
Massachusetts
$22.8M +$5.14M +37,817 +29%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$20.9M -$706K -5,198 -3%
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