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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.

New
Increased
Maintained
Reduced
Closed
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 %
US Bancorp
126
US Bancorp
Minnesota
$4.24M -$51.6K -380 -1%
EWM
127
Executive Wealth Management
Michigan
$4.21M +$4.21M +31,022 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$3.91M -$67.4K -496 -2%
TPSF
129
Texas Permanent School Fund
Texas
$3.84M -$147K -1,081 -4%
Stifel Financial
130
Stifel Financial
Missouri
$3.82M -$72.9K -537 -2%
AB
131
Amalgamated Bank
New York
$3.79M -$857K -6,310 -18%
WANY
132
Wealthspire Advisors (New York)
New York
$3.73M +$3.73M +27,445 New
BCI
133
Brinker Capital Investments
Pennsylvania
$3.7M +$685K +5,044 +23%
ACM
134
AlphaCrest Capital Management
New York
$3.67M +$2M +14,729 +120%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$3.67M -$3.38M -24,902 -48%
HSA
136
Hussman Strategic Advisors
Maryland
$3.53M -$258K -1,900 -7%
SG Americas Securities
137
SG Americas Securities
New York
$3.51M +$3.28M +24,156 +1,420%
SP
138
Sarasin & Partners
United Kingdom
$3.4M – – –
EAM
139
EFG Asset Management
Oregon
$3.27M +$3.27M +24,085 New
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$3.1M -$6.51M -47,932 -68%
USCWA
141
U.S. Capital Wealth Advisors
Texas
$3.08M -$89.2K -657 -3%
ZIM
142
Zacks Investment Management
Illinois
$3.08M +$82.2K +605 +3%
CA
143
Capitolis Advisors
New York
$3.06M +$3.06M +22,487 New
YCM
144
Yousif Capital Management
Michigan
$3.04M +$3.04M +22,354 New
BF
145
BOK Financial
Oklahoma
$3.03M +$54.9K +404 +2%
Verition Fund Management
146
Verition Fund Management
Connecticut
$2.96M +$415K +3,052 +16%
Canada Life
147
Canada Life
Manitoba, Canada
$2.86M +$167K +1,227 +6%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$2.85M -$153K -1,124 -5%
DF
149
Donoghue Forlines
Massachusetts
$2.81M -$127K -934 -4%
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$2.79M +$42.4K +312 +2%
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6
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