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Evercore
EVR

Overview Fund Activity

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$58.9M
2
NC
2
Nitorum Capital
New York
$42.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$281M
5
Charles Schwab
5
Charles Schwab
California
$98.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Scout Investments
Missouri
$63.2M
3
SC
3
Samlyn Capital
New York
$0
4
BlackRock
4
BlackRock
New York
$504M
5
ZCM
5
Ziegler Capital Management
Illinois
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
126
Mutual of America Capital Management
New York
$5.04M -$295K -2,094 -6%
AAM
127
Advisors Asset Management
Colorado
$4.88M +$147K +1,042 +3%
ERSOT
128
Employees Retirement System of Texas
Texas
$4.43M – – –
RJA
129
Raymond James & Associates
Florida
$4.43M +$793K +5,631 +22%
Stifel Financial
130
Stifel Financial
Missouri
$4.31M +$432K +3,066 +11%
US Bancorp
131
US Bancorp
Minnesota
$4.31M -$187K -1,328 -4%
TPSF
132
Texas Permanent School Fund
Texas
$4.3M -$124K -878 -3%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$4.25M -$58.6K -416 -1%
MAM
134
Morse Asset Management
Connecticut
$4.25M -$31K -220 -0.7%
SBH
135
Segall Bryant & Hamill
Illinois
$4.17M -$2.48M -17,621 -37%
GC
136
Guggenheim Capital
Illinois
$4.04M +$2.43M +17,242 +150%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M +$362K +2,572 +10%
Nomura Holdings
138
Nomura Holdings
Japan
$4.01M -$11.2M -79,900 -74%
ZDA
139
Zweig-DiMenna Associates
New York
$3.7M +$3.7M +26,250 New
SP
140
Sarasin & Partners
United Kingdom
$3.52M – – –
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$3.47M -$11.1M -78,742 -76%
Macquarie Group
142
Macquarie Group
Australia
$3.41M – – –
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$3.38M -$308K -2,188 -8%
Rafferty Asset Management
144
Rafferty Asset Management
New York
$3.31M +$507K +3,602 +18%
BAMF
145
BI Asset Management Fondsmaeglerselskab
Denmark
$3.31M +$3.31M +23,480 New
HF
146
HRT Financial
New York
$3.27M +$3.27M +23,253 New
UR
147
USCA RIA
Texas
$3.26M +$37.9K +269 +1%
TG
148
TCW Group
California
$3.23M -$106K -756 -3%
BCI
149
Brinker Capital Investments
Pennsylvania
$3.12M +$2.36M +16,752 +308%
DA
150
Duality Advisers
Florida
$3.08M +$3.08M +21,888 New
4 5
6
7 8