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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.

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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$19.7M +$2.17M +16,088 +12%
PCM
52
Peregrine Capital Management
Minnesota
$19.4M -$5.1M -38,680 -21%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$19.4M -$2.27M -17,201 -10%
PPA
54
Parametric Portfolio Associates
Washington
$19.3M +$78.6K +597 +0.4%
CCM
55
CAAS Capital Management
New York
$18.7M +$18.7M +142,238 New
HAM
56
Hillcrest Asset Management
Texas
$18.6M -$80.4K -610 -0.4%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$18.5M -$4.11M -31,211 -18%
Fuller & Thaler Asset Management
58
Fuller & Thaler Asset Management
California
$18.3M -$17.4M -132,363 -49%
Deutsche Bank
59
Deutsche Bank
Germany
$17.9M +$16.7M +126,691 +1,424%
AQR Capital Management
60
AQR Capital Management
Connecticut
$17.5M +$3.69M +27,986 +27%
Fidelity International
61
Fidelity International
Bermuda
$17M +$17M +129,202 New
RCYC
62
Richard C. Young & Co
Rhode Island
$16.7M +$404K +3,069 +2%
DDPIC
63
Deroy & Devereaux Private Investment Counsel
Michigan
$16.6M -$2.28M -17,290 -12%
Allianz Asset Management
64
Allianz Asset Management
Germany
$15M +$14.6M +111,060 +3,767%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$14.8M +$120K +910 +0.8%
MAP
66
Moody Aldrich Partners
Massachusetts
$14.4M +$5.14M +39,000 +56%
Nomura Holdings
67
Nomura Holdings
Japan
$14.3M +$14.3M +108,500 New
Axa
68
Axa
France
$14M +$14M +106,300 New
Comerica Bank
69
Comerica Bank
Texas
$13.7M -$869K -6,141 -6%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$13.6M -$12M -91,391 -47%
Legal & General Group
71
Legal & General Group
United Kingdom
$13.6M +$22.3K +169 +0.2%
CSS
72
Cubist Systematic Strategies
Connecticut
$13.4M +$13.1M +99,377 +4,633%
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$13.3M +$5.42M +41,129 +69%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$13.3M +$1.25M +9,492 +10%
PC
75
Pier Capital
Connecticut
$13.2M -$4.95M -37,601 -27%
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