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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.

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
1
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
3
Primecap Management
California
$45.8M
4
Holocene Advisors
4
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
2
Invesco
Georgia
$29.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.4M
4
Millennium Management
4
Millennium Management
New York
$57.8M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$34.5M 310,253 -768,500 -71%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$33.9M 304,450 +586 +0.2%
VRS
28
Virginia Retirement Systems
Virginia
$33.1M 297,000 +80,100 +37%
AQR Capital Management
29
AQR Capital Management
Connecticut
$32.7M 293,694 +66,132 +29%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$31M 278,042 +94,553 +52%
Holocene Advisors
31
Holocene Advisors
New York
$30.7M 275,400 +275,400 New
Wells Fargo
32
Wells Fargo
California
$30.5M 274,414 +16,153 +6%
Invesco
33
Invesco
Georgia
$29.6M 265,580 -406,032 -60%
BTW
34
Boston Trust Walden
Massachusetts
$28.2M 253,611 +85,477 +51%
Renaissance Technologies
35
Renaissance Technologies
New York
$27.6M 247,800 +198,300 +401%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$27.1M 234,288 -15,600 -6%
FCM
37
Frontier Capital Management
Massachusetts
$26.8M 241,133 -57,566 -19%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$26M 233,531 -2,292 -1%
CCMG
39
Clark Capital Management Group
Pennsylvania
$24.7M 221,973 -19,369 -8%
AI
40
Ariel Investments
Illinois
$23.7M 213,007 -4,045 -2%
BCA
41
Bernzott Capital Advisors
California
$23.3M 209,422 -897 -0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$22.5M 202,200 +16,337 +9%
UBS AM
43
UBS AM
Illinois
$22.4M 201,242 +25,290 +14%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$22M 192,568 +21,819 +13%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$22M 197,423 +166,138 +531%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$21.2M 190,812 +85,383 +81%
Marshall Wace
47
Marshall Wace
United Kingdom
$21.2M 190,402 +49,979 +36%
WCM
48
Wedge Capital Management
North Carolina
$20.9M 187,845 +15,179 +9%
Ameriprise
49
Ameriprise
Minnesota
$20.3M 182,069 -10,391 -5%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$19.1M 171,978 +18,425 +12%
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