EVR icon

Evercore
EVR

Overview Fund Activity

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

Top Buyers

1
Jane Street
Jane Street
New York
$79M
2
Goldman Sachs
Goldman Sachs
New York
$122M
3
Vanguard Group
Vanguard Group
Pennsylvania
$510M
4
Millennium Management
Millennium Management
New York
$69.6M
5
Morgan Stanley
Morgan Stanley
New York
$96.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$53.7M
2
FCM
Frontier Capital Management
Massachusetts
$42.8M
3
JCM
Junto Capital Management
New York
$0
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$73.3M
5
ACB
Aristotle Capital Boston
Massachusetts
$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
151
Hohimer Wealth Management
Washington
$3.1M +$483K +3,667 +18%
CIA
152
Capital Impact Advisors
Massachusetts
$3.03M +$3.03M +23,000 New
UR
153
USCA RIA
Texas
$3.01M +$3.01M +22,882 New
ZIM
154
Zacks Investment Management
Illinois
$2.97M +$230K +1,748 +8%
KeyBank National Association
155
KeyBank National Association
Ohio
$2.92M +$525K +3,986 +22%
MIM
156
MetLife Investment Management
New Jersey
$2.86M -$69.4K -527 -2%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$2.67M -$221K -1,681 -8%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$2.65M +$244K +1,850 +10%
WT
159
Washington Trust
Rhode Island
$2.62M -$13.2K -100 -0.5%
Rafferty Asset Management
160
Rafferty Asset Management
New York
$2.62M +$464K +3,520 +21%
VCA
161
Verdence Capital Advisors
Maryland
$2.59M +$71K +539 +3%
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$2.5M +$1.6M +12,184 +179%
CC
163
Cipher Capital
New York
$2.4M +$1.74M +13,175 +262%
VIA
164
Vident Investment Advisory
Georgia
$2.28M +$2.28M +17,323 New
Canada Life
165
Canada Life
Manitoba, Canada
$2.25M -$102K -777 -4%
OSIA
166
O'Shares Investment Advisers
Massachusetts
$2.08M +$53.5K +406 +3%
SOMRS
167
State of Michigan Retirement System
Michigan
$2.04M +$92.2K +700 +5%
Jacobs Levy Equity Management
168
Jacobs Levy Equity Management
New Jersey
$2.02M -$475K -3,607 -19%
NEI
169
Northwest & Ethical Investments
Ontario, Canada
$1.99M +$1.99M +15,120 New
HA
170
Harbor Advisors
Florida
$1.98M – – –
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.95M -$12.5M -94,700 -86%
MAM
172
Martingale Asset Management
Massachusetts
$1.92M -$896K -6,801 -32%
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$1.91M -$3.46M -26,262 -64%
Twin Tree Management
174
Twin Tree Management
Texas
$1.91M +$1.91M +14,513 New
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$1.91M -$5.27K -40 -0.3%
5 6
7
8 9