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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 Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$7.14M -$246K -2,083 -3%
NW
102
NewEdge Wealth
Pennsylvania
$6.9M +$176K +1,297 +3%
Renaissance Technologies
103
Renaissance Technologies
New York
$6.73M -$1.01M -7,400 -13%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$6.6M +$136K +1,000 +2%
LG
105
Leuthold Group
Minnesota
$6.46M -$152K -1,117 -2%
FC
106
Full18 Capital
Connecticut
$6.17M -$2.12M -13,963 -26%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M -$42.8K -315 -0.7%
SDIC
108
South Dakota Investment Council
South Dakota
$6.03M – – –
RIM
109
Redwood Investment Management
Arizona
$5.93M +$4.83M +35,578 +440%
Citigroup
110
Citigroup
New York
$5.5M -$837K -6,164 -13%
AAM
111
Advisors Asset Management
Colorado
$5.32M +$354K +2,606 +7%
SGAM
112
Smith Group Asset Management
Texas
$5.3M +$5.3M +39,000 New
Truist Financial
113
Truist Financial
North Carolina
$5.04M -$895K -6,589 -15%
RJA
114
Raymond James & Associates
Florida
$4.96M -$597K -4,397 -11%
Barclays
115
Barclays
United Kingdom
$4.87M -$11.1M -81,859 -70%
MAM
116
Morse Asset Management
Connecticut
$4.87M +$515K +3,793 +12%
CS
117
Credit Suisse
Switzerland
$4.85M -$715K -5,261 -13%
MOACM
118
Mutual of America Capital Management
New York
$4.74M -$12K -88 -0.3%
Allianz Asset Management
119
Allianz Asset Management
Germany
$4.71M -$14.8M -108,967 -76%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$4.69M -$1.94M -14,303 -29%
SBH
121
Segall Bryant & Hamill
Illinois
$4.52M +$377K +2,772 +9%
DA
122
Duality Advisers
Florida
$4.49M +$4.49M +33,020 New
ERSOT
123
Employees Retirement System of Texas
Texas
$4.28M – – –
Prudential Financial
124
Prudential Financial
New Jersey
$4.28M -$26.8M -177,631 -86%
Jacobs Levy Equity Management
125
Jacobs Levy Equity Management
New Jersey
$4.25M -$3.84M -28,273 -47%
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5
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