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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 Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$8.77M +$4.53M +34,491 +107%
MSL
102
Mackay Shields LLC
New York
$8.53M -$230K -1,743 -3%
Citigroup
103
Citigroup
New York
$8.51M -$1.73M -13,124 -17%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$8.49M -$1.09M -8,300 -11%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$8.45M +$8.45M +64,152 New
PHS
106
Pekin Hardy Strauss
Illinois
$7.51M -$1.63M -12,357 -18%
Barclays
107
Barclays
United Kingdom
$7.28M +$4.92M +37,344 +208%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$7.05M +$2.27M +17,228 +48%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$7.01M -$3.35M -25,459 -32%
MPAM
110
Monarch Partners Asset Management
Massachusetts
$6.7M +$2.43M +18,474 +57%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$6.68M +$5.2M +39,474 +351%
LG
112
Leuthold Group
Minnesota
$6.51M -$622K -4,724 -9%
CS
113
Credit Suisse
Switzerland
$6.29M +$225K +1,706 +4%
SBH
114
Segall Bryant & Hamill
Illinois
$6.23M +$2.55M +19,321 +69%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$6.21M -$83.3K -632 -1%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.21M -$254K -1,931 -4%
GC
117
Gillson Capital
Illinois
$6.18M +$6.18M +46,934 New
BF
118
BOK Financial
Oklahoma
$6.07M -$715K -5,429 -11%
Fisher Asset Management
119
Fisher Asset Management
Washington
$5.99M +$705K +5,352 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
120
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.96M -$6.65M -50,458 -53%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$5.87M +$104K +789 +2%
SDIC
122
South Dakota Investment Council
South Dakota
$5.86M -$643K -4,881 -10%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$5.85M +$999K +7,585 +21%
PFMOSF
124
Philadelphia Financial Management of San Francisco
California
$5.4M +$5.4M +40,960 New
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$5.36M +$93.5K +710 +2%
3 4
5
6 7