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Evercore

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
NW
126
NewEdge Wealth
Pennsylvania
$5.35M +$5.35M +40,597 New
EIM
127
Essex Investment Management
Massachusetts
$5.28M -$382K -2,898 -7%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$5.09M +$1.19M +9,070 +31%
MOACM
129
Mutual of America Capital Management
New York
$5M +$9.09K +69 +0.2%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$4.91M -$4.13M -31,375 -46%
EVM
131
Eaton Vance Management
Massachusetts
$4.74M
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$4.66M +$4.66M +35,393 New
APF
133
Alaska Permanent Fund
Alaska
$4.64M
PP
134
Paloma Partners
Connecticut
$4.46M +$4.46M +33,842 New
AAM
135
Advisors Asset Management
Colorado
$4.43M +$792K +6,009 +22%
US Bancorp
136
US Bancorp
Minnesota
$4.2M +$1.06M +8,068 +34%
ERSOT
137
Employees Retirement System of Texas
Texas
$4.15M
TPSF
138
Texas Permanent School Fund
Texas
$4.14M -$162K -1,231 -4%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$4.03M -$113K -856 -3%
MAM
140
Morse Asset Management
Connecticut
$4M -$210K -1,595 -5%
PMAM
141
Picton Mahoney Asset Management
Ontario, Canada
$3.98M +$3.98M +30,214 New
Stifel Financial
142
Stifel Financial
Missouri
$3.63M +$390K +2,962 +12%
Truist Financial
143
Truist Financial
North Carolina
$3.54M +$769K +5,841 +28%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$3.45M -$198K -1,506 -5%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M +$732K +5,555 +27%
RJA
146
Raymond James & Associates
Florida
$3.4M -$105K -794 -3%
SP
147
Sarasin & Partners
United Kingdom
$3.29M
Macquarie Group
148
Macquarie Group
Australia
$3.19M +$93.3K +708 +3%
DF
149
Donoghue Forlines
Massachusetts
$3.14M +$1.15M +8,740 +58%
TG
150
TCW Group
California
$3.12M +$179K +1,358 +6%