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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 %
Legal & General Group
76
Legal & General Group
United Kingdom
$11.7M +$207K +1,549 +2%
AllianceBernstein
77
AllianceBernstein
Tennessee
$11.7M -$506K -3,786 -4%
CIA
78
CCM Investment Advisers
South Carolina
$11.4M -$117K -879 -1%
FWIA
79
Fort Washington Investment Advisors
Ohio
$11.1M +$169K +1,268 +2%
Axa
80
Axa
France
$10.8M +$2.51M +18,800 +30%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$10.8M +$233K +1,746 +2%
SEI Investments
82
SEI Investments
Pennsylvania
$10.2M -$4.61M -34,601 -31%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$10.1M -$113K -822 -1%
WHG
84
Westwood Holdings Group
Texas
$10.1M -$1.46M -10,945 -13%
Comerica Bank
85
Comerica Bank
Texas
$9.99M -$793K -4,954 -7%
AIM
86
Artemis Investment Management
United Kingdom
$9.57M -$472K -3,529 -5%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$9.45M +$8.37M +62,614 +772%
EVM
88
Eaton Vance Management
Massachusetts
$9.38M – – –
PC
89
Pier Capital
Connecticut
$9.32M -$95.6K -715 -1%
AIG
90
American International Group
New York
$9.13M -$1.95M -14,558 -18%
VWM
91
Venturi Wealth Management
Texas
$9.07M -$507K -3,794 -5%
Nomura Holdings
92
Nomura Holdings
Japan
$9.07M +$5.13M +37,200 +130%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$8.97M -$158K -1,183 -2%
Alyeska Investment Group
94
Alyeska Investment Group
Illinois
$8.76M +$8.76M +65,518 New
Federated Hermes
95
Federated Hermes
Pennsylvania
$8.56M -$88.8K -664 -1%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$8.46M -$202K -1,511 -2%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$8.44M -$727K -5,442 -8%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$8.18M -$321K -2,398 -4%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$8.03M -$769K -5,749 -9%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$7.96M +$7.96M +59,558 New
2 3
4
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