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Evercore
EVR

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

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

4% more funds holding

Funds holding: 410 → 428 (+18)

2% more capital invested

Capital invested by funds: $4.92B → $5.02B (+$93.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.14% less ownership

Funds ownership: 89.18% → 87.04% (-2.1%)

13% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $30M

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 180

Holders
428
Holders Change
+18
Holders Change %
+4.39%
% 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
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.17M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$58.5M
2
NC
Nitorum Capital
New York
+$42.1M
3
Goldman Sachs
Goldman Sachs
New York
+$32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$26.9M
5
Charles Schwab
Charles Schwab
California
+$19.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$83.8M
2
SI
Scout Investments
Missouri
-$63.6M
3
SC
Samlyn Capital
New York
-$45.9M
4
BlackRock
BlackRock
New York
-$37.5M
5
MCM
Moore Capital Management
New York
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
151
Zacks Investment Management
Illinois
$3.07M -$103K -739 -3%
HSA
152
Hussman Strategic Advisors
Maryland
$3.06M +$3.03M +21,700 New
IA
153
IFP Advisors
Florida
$2.97M +$2.93M +20,979 +23,310%
MIM
154
MetLife Investment Management
New Jersey
$2.88M -$174K -1,245 -6%
VRS
155
Virginia Retirement Systems
Virginia
$2.84M +$1.19M +8,500 +73%
VCA
156
Verdence Capital Advisors
Maryland
$2.78M +$11.7K +84 +0.4%
WT
157
Washington Trust
Rhode Island
$2.62M -$177K -1,265 -6%
OSIA
158
O'Shares Investment Advisers
Massachusetts
$2.54M +$313K +2,242 +14%
DWA
159
Dorsey Wright & Associates
California
$2.51M +$32.6K +233 +1%
APF
160
Alaska Permanent Fund
Alaska
$2.51M -$2.43M -17,400 -49%
Deutsche Bank
161
Deutsche Bank
Germany
$2.48M -$16.5M -118,001 -87%
VIA
162
Vident Investment Advisory
Georgia
$2.42M -$23.1K -165 -1%
Canada Life
163
Canada Life
Manitoba, Canada
$2.4M -$4.33K -31 -0.2%
Adage Capital Partners
164
Adage Capital Partners
Massachusetts
$2.3M -$10M -71,520 -81%
ECM
165
ExodusPoint Capital Management
New York
$2.22M +$1.25M +8,950 +131%
MCM
166
Monument Capital Management
Virginia
$2.15M +$2.14M +15,298 New
HA
167
Harbor Advisors
Florida
$2.11M – – –
NFG
168
Nations Financial Group
Iowa
$2.06M +$2.05M +14,669 New
HSBC Holdings
169
HSBC Holdings
United Kingdom
$2.06M -$7.26M -51,950 -78%
HWM
170
Hohimer Wealth Management
Washington
$2M -$1.3M -9,304 -40%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.97M +$56.8K +406 +3%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$1.96M -$79.7K -570 -4%
CCM
173
Covington Capital Management
California
$1.95M – – –
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M -$52.7K -377 -3%
PCM
175
Prana Capital Management
Connecticut
$1.8M +$1.79M +12,798 New
5 6
7
8 9

EVR Hedge Fund Activity: Q2 2021 in Review

428 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2021, worth a combined $5.02B — up 1.9% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EVR positions and 48 closed out — a net gain of 20 holders — while 124 added to existing stakes and 180 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $58.5M. The largest seller was Jane Street, exiting entirely with an estimated $83.8M sold.

  • 428 institutional investors held Evercore (EVR) as of Q2 2021, up from 410 in Q1 2021.
  • Funds reported $5.02B of Evercore stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 68 funds opened new Evercore positions in Q2 2021 and 48 closed out, a net change of +20 holders.
  • The largest Evercore buyer in Q2 2021 was Lord, Abbett & Co, an estimated $58.5M added.
  • The largest Evercore seller in Q2 2021 was Jane Street, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2021.