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Evercore
EVR

Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
Primecap Management
California
$45.8M
4
Holocene Advisors
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
Invesco
Georgia
$29.6M
3
Goldman Sachs
Goldman Sachs
New York
$77.4M
4
Millennium Management
Millennium Management
New York
$57.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
126
Texas Permanent School Fund
Texas
$3.08M -$65.9K -592 -2%
AB
127
Amalgamated Bank
New York
$2.99M -$116K -1,046 -4%
AF
128
Amalgamated Financial
New York
$2.99M +$2.99M +26,826 New
MAM
129
Morse Asset Management
Connecticut
$2.95M -$1.04M -9,318 -26%
HSA
130
Hussman Strategic Advisors
Maryland
$2.89M – – –
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M -$2.16M -19,401 -43%
Verition Fund Management
132
Verition Fund Management
Connecticut
$2.83M +$407K +3,655 +17%
MIM
133
MetLife Investment Management
New Jersey
$2.81M +$702K +6,307 +33%
SP
134
Sarasin & Partners
United Kingdom
$2.78M – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$2.77M +$2.74M +24,589 +8,392%
Osaic Holdings
136
Osaic Holdings
Arizona
$2.64M -$162K -1,119 -6%
Canada Life
137
Canada Life
Manitoba, Canada
$2.64M +$224K +1,959 +9%
DTL
138
Dynamic Technology Lab
Singapore
$2.57M +$2.03M +18,250 +375%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$2.56M +$221K +1,985 +9%
YCM
140
Yousif Capital Management
Michigan
$2.53M +$37K +332 +1%
ZIM
141
Zacks Investment Management
Illinois
$2.51M -$11.1K -100 -0.4%
Prudential Financial
142
Prudential Financial
New Jersey
$2.5M -$646K -5,806 -21%
First Eagle Investment Management
143
First Eagle Investment Management
New York
$2.36M +$2.36M +21,181 New
VCA
144
Verdence Capital Advisors
Maryland
$2.35M +$77.9K +700 +3%
EAM
145
EFG Asset Management
Oregon
$2.25M -$435K -3,906 -16%
BCI
146
Brinker Capital Investments
Pennsylvania
$2.19M -$845K -7,593 -28%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$2.16M -$127K -1,141 -6%
PI
148
PineBridge Investments
New York
$2.15M +$1.24M +11,116 +136%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$2.13M -$103K -927 -5%
VIA
150
Vident Investment Advisory
Georgia
$2.13M +$332K +2,985 +19%
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