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Evercore
EVR

Overview Fund Activity

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54M
2
Millennium Management
2
Millennium Management
New York
$96.6M
3
SO
3
STRS Ohio
Ohio
$32.4M
4
BTW
4
Boston Trust Walden
Massachusetts
$17.4M
5
AA
5
ALPS Advisors
Colorado
$17.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.76M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$797K
5
BlackRock
5
BlackRock
New York
$458M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$4.89M +$254K +1,903 +5%
MOACM
127
Mutual of America Capital Management
New York
$4.68M -$111K -832 -2%
AB
128
Amalgamated Bank
New York
$4.57M -$518K -3,879 -10%
PHS
129
Pekin Hardy Strauss
Illinois
$4.31M -$601K -4,500 -12%
MAM
130
Morse Asset Management
Connecticut
$4.28M +$251K +1,880 +6%
US Bancorp
131
US Bancorp
Minnesota
$4.23M +$136K +1,021 +3%
ERSOT
132
Employees Retirement System of Texas
Texas
$4.21M – – –
SBH
133
Segall Bryant & Hamill
Illinois
$4.08M +$115K +863 +3%
TPSF
134
Texas Permanent School Fund
Texas
$3.92M -$158K -1,181 -4%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$3.92M -$117K -877 -3%
Stifel Financial
136
Stifel Financial
Missouri
$3.83M -$262K -1,961 -6%
HSA
137
Hussman Strategic Advisors
Maryland
$3.73M +$829K +6,200 +29%
CSS
138
Cubist Systematic Strategies
Connecticut
$3.52M -$1.51M -11,284 -30%
SP
139
Sarasin & Partners
United Kingdom
$3.34M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.27M -$5.41M -40,469 -62%
Macquarie Group
141
Macquarie Group
Australia
$3.24M – – –
BCI
142
Brinker Capital Investments
Pennsylvania
$3.12M – – –
USCWA
143
U.S. Capital Wealth Advisors
Texas
$3.12M +$3.12M +23,339 New
Squarepoint
144
Squarepoint
New York
$3.06M +$2.67M +20,008 +689%
SFI
145
Susquehanna Fundamental Investments
Pennsylvania
$2.99M -$5.15M -38,551 -63%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$2.96M -$257K -1,923 -8%
ZIM
147
Zacks Investment Management
Illinois
$2.95M +$31.7K +237 +1%
BF
148
BOK Financial
Oklahoma
$2.93M +$2.93M +21,931 New
VRS
149
Virginia Retirement Systems
Virginia
$2.93M +$227K +1,700 +8%
DF
150
Donoghue Forlines
Massachusetts
$2.89M +$1.24M +9,243 +75%
4 5
6
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