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Evercore
EVR

Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
3
Primecap Management
California
$45.8M
4
Holocene Advisors
4
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
2
Invesco
Georgia
$29.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.4M
4
Millennium Management
4
Millennium Management
New York
$57.8M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$9.47M 85,036 -4,437 -5%
EVM
77
Eaton Vance Management
Massachusetts
$9.38M 84,287 +13,829 +20%
MAM
78
Martingale Asset Management
Massachusetts
$9.34M 83,877 -297 -0.4%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$9.29M 83,414 +20,695 +33%
Legal & General Group
80
Legal & General Group
United Kingdom
$8.92M 80,152 -7,235 -8%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$8.8M 77,212 +4,136 +6%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$8.7M 78,187 -11,072 -12%
CSS
83
Cubist Systematic Strategies
Connecticut
$8.68M 77,957 +20,905 +37%
VWM
84
Venturi Wealth Management
Texas
$8.5M 76,361 +7,292 +11%
UBS Group
85
UBS Group
Switzerland
$8.03M 72,083 -27,136 -27%
Massachusetts Financial Services
86
Massachusetts Financial Services
Massachusetts
$7.7M 69,179 -4,094 -6%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$7.37M 66,218 +3,082 +5%
AIG
88
American International Group
New York
$7.36M 66,090 +114 +0.2%
Victory Capital Management
89
Victory Capital Management
Texas
$7.33M 69,285 -1,306 -2%
Federated Hermes
90
Federated Hermes
Pennsylvania
$7.1M 63,800 +86 +0.1%
WG
91
Winton Group
United Kingdom
$7.08M 63,592 +49,979 +367%
Comerica Bank
92
Comerica Bank
Texas
$7.06M 61,745 +1,418 +2%
Fisher Asset Management
93
Fisher Asset Management
Washington
$6.94M 62,297 +2,273 +4%
BC
94
Brookfield Corp
Ontario, Canada
$6.79M 61,014 +42,956 +238%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$6.75M 60,671 +1,197 +2%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$6.73M 60,478 -630 -1%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$6.4M 57,450 -5,823 -9%
RIM
98
Redwood Investment Management
Arizona
$6.37M 57,260 +13,594 +31%
NW
99
NewEdge Wealth
Pennsylvania
$6.27M 56,343 +5,574 +11%
GC
100
Guggenheim Capital
Illinois
$6.05M 54,345 -2,376 -4%
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4
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