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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 %
MWA
76
Marshall Wace Asia
Hong Kong
$12.8M +$12.8M +91,067 New
American Century Companies
77
American Century Companies
Missouri
$12.5M +$2.76M +19,608 +28%
WHG
78
Westwood Holdings Group
Texas
$12.2M +$759K +5,389 +7%
Legal & General Group
79
Legal & General Group
United Kingdom
$12.1M -$2.4M -17,061 -17%
CIA
80
CCM Investment Advisers
South Carolina
$12.1M -$79.7K -566 -0.7%
FWIA
81
Fort Washington Investment Advisors
Ohio
$11.5M -$1.5M -10,661 -12%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$11.1M +$4.5M +31,966 +68%
CPC
83
Cookson Peirce & Co
Pennsylvania
$10.8M +$8.77M +62,285 +441%
AIM
84
Artemis Investment Management
United Kingdom
$10.6M +$1.03M +7,282 +11%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$10.5M +$937K +6,659 +10%
SSA
86
Schonfeld Strategic Advisors
New York
$10.5M -$1.73M -12,295 -14%
Citigroup
87
Citigroup
New York
$10.4M +$1.3M +9,209 +14%
VWM
88
Venturi Wealth Management
Texas
$10.1M -$7.74K -55 -0.1%
EVM
89
Eaton Vance Management
Massachusetts
$9.92M +$4.86M +34,495 +96%
PC
90
Pier Capital
Connecticut
$9.91M -$4.23M -30,060 -30%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$9.74M – – –
FC
92
Full18 Capital
Connecticut
$9.71M +$9.71M +68,988 New
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$9.65M -$141K -1,004 -1%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$9.62M -$84.9K -603 -0.9%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$9.27M +$1.74M +12,349 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.14M +$2.77M +19,658 +43%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$9.12M +$45.8K +325 +0.5%
Federated Hermes
98
Federated Hermes
Pennsylvania
$9.11M +$7.8M +55,439 +597%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$8.95M +$3.23M +22,935 +56%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$8.86M -$4.81M -34,191 -35%
2 3
4
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