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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 Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$19.3M -$1.14M -8,512 -6%
Allianz Asset Management
52
Allianz Asset Management
Germany
$19.2M +$3.82M +28,590 +25%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$18.9M -$1.88M -13,711 -9%
ZCM
54
Ziegler Capital Management
Illinois
$18.7M +$8.76M +65,270 +88%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$18.3M -$267K -1,999 -1%
First Trust Advisors
56
First Trust Advisors
Illinois
$18M -$4.4M -32,929 -20%
BTW
57
Boston Trust Walden
Massachusetts
$17.4M +$17.4M +130,317 New
AA
58
ALPS Advisors
Colorado
$17.1M +$16.7M +125,215 +5,193%
RCYC
59
Richard C. Young & Co
Rhode Island
$16.8M -$244K -1,828 -1%
Ameriprise
60
Ameriprise
Minnesota
$15.8M -$5.79M -43,306 -27%
Barclays
61
Barclays
United Kingdom
$15.7M +$8.67M +64,873 +123%
PCM
62
Peregrine Capital Management
Minnesota
$15.5M -$3.06M -22,880 -16%
HAM
63
Hillcrest Asset Management
Texas
$15.2M -$627K -4,690 -4%
MAP
64
Moody Aldrich Partners
Massachusetts
$15M +$1.97M +14,771 +15%
UBS Group
65
UBS Group
Switzerland
$15M +$427K +3,193 +3%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$14.7M -$39.4M -295,002 -73%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$13.8M -$2M -14,940 -13%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$13.7M -$872K -6,527 -6%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$13.2M +$617K +4,614 +5%
BCM
70
Basswood Capital Management
New York
$13M – – –
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$12.9M -$229K -1,714 -2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$12.4M +$49.6K +371 +0.4%
American Century Companies
73
American Century Companies
Missouri
$12.1M +$248K +1,853 +2%
Swiss National Bank
74
Swiss National Bank
Switzerland
$12.1M -$294K -2,200 -2%
Massachusetts Financial Services
75
Massachusetts Financial Services
Massachusetts
$11.9M -$772K -5,777 -6%
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