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Evercore
EVR

Overview Fund Activity

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
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
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
+$2.18M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$58.9M
2
NC
2
Nitorum Capital
New York
$42.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$281M
5
Charles Schwab
5
Charles Schwab
California
$98.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SI
2
Scout Investments
Missouri
$63.2M
3
SC
3
Samlyn Capital
New York
$0
4
BlackRock
4
BlackRock
New York
$504M
5
ZCM
5
Ziegler Capital Management
Illinois
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
151
Zacks Investment Management
Illinois
$3.07M -$104K -739 -3%
HSA
152
Hussman Strategic Advisors
Maryland
$3.06M +$3.06M +21,700 New
IA
153
IFP Advisors
Florida
$2.97M +$2.96M +20,979 +23,310%
MIM
154
MetLife Investment Management
New Jersey
$2.88M -$175K -1,245 -6%
VRS
155
Virginia Retirement Systems
Virginia
$2.84M +$1.2M +8,500 +73%
VCA
156
Verdence Capital Advisors
Maryland
$2.78M +$11.8K +84 +0.4%
WT
157
Washington Trust
Rhode Island
$2.62M -$178K -1,265 -6%
OSIA
158
O'Shares Investment Advisers
Massachusetts
$2.54M +$316K +2,242 +14%
DWA
159
Dorsey Wright & Associates
California
$2.51M +$32.8K +233 +1%
APF
160
Alaska Permanent Fund
Alaska
$2.51M -$2.45M -17,400 -49%
Deutsche Bank
161
Deutsche Bank
Germany
$2.48M -$16.6M -118,001 -87%
VIA
162
Vident Investment Advisory
Georgia
$2.42M -$23.2K -165 -1%
Canada Life
163
Canada Life
Manitoba, Canada
$2.4M -$4.36K -31 -0.2%
Adage Capital Partners
164
Adage Capital Partners
Massachusetts
$2.3M -$10.1M -71,520 -81%
ECM
165
ExodusPoint Capital Management
New York
$2.22M +$1.26M +8,950 +131%
MCM
166
Monument Capital Management
Virginia
$2.15M +$2.15M +15,298 New
HA
167
Harbor Advisors
Florida
$2.11M – – –
NFG
168
Nations Financial Group
Iowa
$2.07M +$2.07M +14,669 New
HSBC Holdings
169
HSBC Holdings
United Kingdom
$2.06M -$7.27M -51,950 -78%
HWM
170
Hohimer Wealth Management
Washington
$2M -$1.31M -9,304 -40%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.97M +$57.2K +406 +3%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$1.96M -$80.2K -570 -4%
CCM
173
Covington Capital Management
California
$1.95M – – –
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M -$53.1K -377 -3%
PCM
175
Prana Capital Management
Connecticut
$1.8M +$1.8M +12,798 New
5 6
7
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