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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 Market Value Shares Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$20.8M 153,052 +4,387 +3%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$20.3M 149,687 +110,289 +280%
Fidelity International
53
Fidelity International
Bermuda
$19.6M 144,058 – –
Marshall Wace
54
Marshall Wace
United Kingdom
$19.1M 140,423 +133,339 +1,882%
Macquarie Group
55
Macquarie Group
Australia
$18.9M 138,958 +114,728 +473%
RA
56
Royce & Associates
New York
$18.6M 136,829 -11,985 -8%
ZCM
57
Ziegler Capital Management
Illinois
$18.5M 136,648 -2,950 -2%
Axa
58
Axa
France
$18.4M 135,100 +54,200 +67%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$17.9M 131,875 -5,354 -4%
PAM
60
Panagora Asset Management
Massachusetts
$17.3M 127,474 +123,988 +3,557%
PA
61
Paralel Advisors
Colorado
$17M 125,000 +125,000 New
RCYC
62
Richard C. Young & Co
Rhode Island
$16.7M 122,864 -2,646 -2%
PCM
63
Peregrine Capital Management
Minnesota
$14.6M 107,311 -8,518 -7%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$14.3M 105,429 +6,600 +7%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$13.8M 101,595 -900 -0.9%
HAM
66
Hillcrest Asset Management
Texas
$13.5M 99,534 -14,440 -13%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$13.5M 99,328 +6,611 +7%
UBS Group
68
UBS Group
Switzerland
$13.5M 99,219 -12,923 -12%
FWIA
69
Fort Washington Investment Advisors
Ohio
$13.2M 96,962 +13,710 +16%
MAP
70
Moody Aldrich Partners
Massachusetts
$13.1M 96,122 -16,077 -14%
CIA
71
CCM Investment Advisers
South Carolina
$12.4M 91,020 +6,065 +7%
Primecap Management
72
Primecap Management
California
$12.3M 90,400 +90,400 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$12.2M 89,473 -6,772 -7%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$12.1M 89,259 +8,422 +10%
Legal & General Group
75
Legal & General Group
United Kingdom
$11.9M 87,387 -234 -0.3%
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