EVR icon

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 Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$22.3M -$1.24M -8,833 -5%
Fidelity International
52
Fidelity International
Bermuda
$21.5M +$3.29M +23,368 +18%
PPA
53
Parametric Portfolio Associates
Washington
$21.2M +$566K +4,022 +3%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$20.9M +$773K +5,615 +4%
N
55
Natixis
France
$19.6M -$21.2M -150,900 -52%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$19.6M -$211K -1,502 -1%
PCM
57
Peregrine Capital Management
Minnesota
$19.5M -$1.25M -8,905 -6%
RCYC
58
Richard C. Young & Co
Rhode Island
$17.9M +$29.3K +208 +0.2%
DDPIC
59
Deroy & Devereaux Private Investment Counsel
Michigan
$17.4M -$310K -2,201 -2%
HAM
60
Hillcrest Asset Management
Texas
$16.7M -$3.13M -22,240 -16%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$16.6M +$11.4M +80,664 +217%
AQR Capital Management
62
AQR Capital Management
Connecticut
$16.2M -$2.19M -15,768 -12%
Allianz Asset Management
63
Allianz Asset Management
Germany
$16.2M +$141K +1,003 +0.9%
DRZID
64
DePrince Race & Zollo Inc (DRZ)
Florida
$15.8M -$5.92M -42,091 -27%
SEI Investments
65
SEI Investments
Pennsylvania
$15.7M +$1.3M +9,248 +9%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$15.3M -$464K -3,295 -3%
UBS Group
67
UBS Group
Switzerland
$15.3M +$1.82M +12,937 +13%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$13.8M +$531K +3,773 +4%
MAP
69
Moody Aldrich Partners
Massachusetts
$13.7M -$1.66M -11,808 -11%
BCM
70
Basswood Capital Management
New York
$13.7M – – –
Massachusetts Financial Services
71
Massachusetts Financial Services
Massachusetts
$13.4M -$814K -5,785 -6%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$13.3M +$7.83M +55,595 +144%
Swiss National Bank
73
Swiss National Bank
Switzerland
$13M -$42.2K -300 -0.3%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$13M -$1.18M -8,375 -8%
AllianceBernstein
75
AllianceBernstein
Tennessee
$12.8M -$158K -1,120 -1%
1 2
3
4 5