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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 %
Swiss National Bank
76
Swiss National Bank
Switzerland
$11.9M 87,300 -3,100 -3%
AllianceBernstein
77
AllianceBernstein
Tennessee
$11.8M 86,742 -640 -0.7%
American Century Companies
78
American Century Companies
Missouri
$11.6M 85,478 -5,360 -6%
MAM
79
Martingale Asset Management
Massachusetts
$11.4M 84,174 +39,658 +89%
SEI Investments
80
SEI Investments
Pennsylvania
$10.3M 76,337 -413 -0.5%
Massachusetts Financial Services
81
Massachusetts Financial Services
Massachusetts
$9.95M 73,273 -15,970 -18%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$9.92M 73,076 -853 -1%
Victory Capital Management
83
Victory Capital Management
Texas
$9.59M 70,591 +16,811 +31%
EVM
84
Eaton Vance Management
Massachusetts
$9.57M 70,458 +4 +0%
VWM
85
Venturi Wealth Management
Texas
$9.38M 69,069 +1,209 +2%
AIM
86
Artemis Investment Management
United Kingdom
$9.38M 69,138 -2,492 -3%
AssetMark Inc
87
AssetMark Inc
California
$9.12M 67,143 +65,221 +3,393%
CPC
88
Cookson Peirce & Co
Pennsylvania
$9.01M 66,302 +7,057 +12%
AIG
89
American International Group
New York
$8.96M 65,976 -2,311 -3%
Federated Hermes
90
Federated Hermes
Pennsylvania
$8.66M 63,714 -343 -0.5%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$8.6M 63,273 -16 -0%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$8.58M 63,136 – –
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$8.52M 62,719 +16,825 +37%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$8.3M 61,108 -77 -0.1%
Fisher Asset Management
95
Fisher Asset Management
Washington
$8.15M 60,024 +14,689 +32%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$8.08M 59,474 -600 -1%
CSS
97
Cubist Systematic Strategies
Connecticut
$7.75M 57,052 +30,703 +117%
GC
98
Guggenheim Capital
Illinois
$7.71M 56,721 +13,295 +31%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$7.43M 54,673 -12,454 -19%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$7.31M 53,834 +4,611 +9%
2 3
4
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