EVR icon

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 Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$13.2M 102,103 -32,291 -24%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$12.8M 97,127 -36,132 -27%
BCM
78
Basswood Capital Management
New York
$12.8M 97,016 – –
UBS Group
79
UBS Group
Switzerland
$12.6M 96,012 +5,037 +6%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$12.4M 94,186 -7,847 -8%
Swiss National Bank
81
Swiss National Bank
Switzerland
$12.2M 92,900 +1,000 +1%
FWIA
82
Fort Washington Investment Advisors
Ohio
$12.2M 92,645 -2,516 -3%
AllianceBernstein
83
AllianceBernstein
Tennessee
$12.2M 92,288 +2,440 +3%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$11.6M 87,883 +57,481 +189%
SSA
85
Schonfeld Strategic Advisors
New York
$11.4M 86,540 +42,462 +96%
CIA
86
CCM Investment Advisers
South Carolina
$11.4M 86,400 -393 -0.5%
APG Asset Management
87
APG Asset Management
Netherlands
$11.2M 100,160 -50,000 -33%
PP
88
Prudential plc
United Kingdom
$11M 83,698 -6,177 -7%
WHG
89
Westwood Holdings Group
Texas
$10.7M 81,181 +81,181 New
Man Group
90
Man Group
United Kingdom
$10.4M 79,308 -137,194 -63%
VWM
91
Venturi Wealth Management
Texas
$9.45M 71,709 +71,709 New
First Trust Advisors
92
First Trust Advisors
Illinois
$9.37M 71,153 -107,216 -60%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$9.28M 70,420 +29,395 +72%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$9.17M 69,582 -54,673 -44%
American Century Companies
95
American Century Companies
Missouri
$9.14M 69,377 +2,981 +4%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$9.12M 69,200 -7,400 -10%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$9.1M 68,092 -2,492 -4%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$9.08M 68,913 -221 -0.3%
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$8.96M 68,018 – –
AIM
100
Artemis Investment Management
United Kingdom
$8.94M 67,877 -12,326 -15%
2 3
4
5 6