EVR icon

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 %
IA
151
IFP Advisors
Florida
$2.79M -$33.6K -248 -1%
VCA
152
Verdence Capital Advisors
Maryland
$2.78M +$65.3K +481 +2%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$2.73M +$205K +1,506 +8%
Osaic Holdings
154
Osaic Holdings
Arizona
$2.64M +$1.05M +7,738 +66%
MIM
155
MetLife Investment Management
New Jersey
$2.57M -$19.4K -143 -0.8%
MAM
156
Mastrapasqua Asset Management
Tennessee
$2.53M -$5.43K -40 -0.2%
BC
157
Brookfield Corp
Ontario, Canada
$2.45M +$2.45M +18,058 New
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$2.4M -$12.5M -92,209 -84%
Aviva
159
Aviva
United Kingdom
$2.36M +$688K +5,067 +41%
DDPIC
160
Deroy & Devereaux Private Investment Counsel
Michigan
$2.29M -$78.1K -575 -3%
APF
161
Alaska Permanent Fund
Alaska
$2.22M – – –
VIA
162
Vident Investment Advisory
Georgia
$2.19M +$107K +788 +5%
NFG
163
Nations Financial Group
Iowa
$2.17M +$72.3K +532 +3%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$2.04M +$712K +5,243 +54%
HA
165
Harbor Advisors
Florida
$2.04M – – –
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$1.93M +$1.62M +11,946 +533%
ARC
167
Advisor Resource Council
Texas
$1.91M +$1.15M +8,446 +151%
CCM
168
Covington Capital Management
California
$1.88M – – –
TG
169
TCW Group
California
$1.88M -$166K -1,219 -8%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$1.88M -$17.7K -130 -0.9%
WG
171
Winton Group
United Kingdom
$1.85M +$580K +4,272 +46%
APG Asset Management
172
APG Asset Management
Netherlands
$1.81M -$788K -6,600 -30%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$1.77M +$31.9K +235 +2%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M -$22.4K -165 -1%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$124K -916 -7%
5 6
7
8 9