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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
Lord, Abbett & Co
New Jersey
$147M
2
Deutsche Bank
Deutsche Bank
Germany
$43.2M
3
Millennium Management
Millennium Management
New York
$117M
4
Marshall Wace
Marshall Wace
United Kingdom
$19.1M
5
PAM
Panagora Asset Management
Massachusetts
$17.3M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
3
Wells Fargo
Wells Fargo
California
$35.1M
4
SO
STRS Ohio
Ohio
$0
5
Prudential Financial
Prudential Financial
New Jersey
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
176
Tidal Investments
Wisconsin
$1.7M +$275K +2,026 +19%
HWM
177
Hohimer Wealth Management
Washington
$1.64M -$257K -1,892 -14%
EGM
178
Engineers Gate Manager
New York
$1.64M +$1.64M +12,056 New
ACM
179
Advisors Capital Management
New Jersey
$1.64M +$633K +4,656 +63%
WTA
180
Washington Trust Advisors
Massachusetts
$1.61M +$1.61M +11,850 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$1.59M -$8.56K -63 -0.5%
EIM
182
Essex Investment Management
Massachusetts
$1.59M -$17.1K -126 -1%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$1.58M -$24.8K -182 -2%
GAM
184
Gotham Asset Management
New York
$1.52M +$451K +3,318 +42%
SA
185
SRH Advisors
Kansas
$1.49M – – –
T. Rowe Price Associates
186
T. Rowe Price Associates
Maryland
$1.47M -$174K -1,283 -11%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$66.7K +491 +5%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.45M +$49.2K +362 +3%
ASRS
189
Arizona State Retirement System
Arizona
$1.45M -$65.2K -480 -4%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$1.44M – – –
AIP
191
Ameritas Investment Partners
Nebraska
$1.43M – – –
PHS
192
Pekin Hardy Strauss
Illinois
$1.42M -$2.96M -21,792 -68%
MCM
193
Monument Capital Management
Virginia
$1.41M -$644K -4,740 -31%
OSIA
194
O'Shares Investment Advisers
Massachusetts
$1.39M +$42.5K +313 +3%
CIC
195
Cornercap Investment Counsel
Georgia
$1.36M -$61.1K -450 -4%
LSERS
196
Louisiana State Employees Retirement System
Louisiana
$1.36M -$13.6K -100 -1%
VIA
197
Vantis Investment Advisers
Florida
$1.36M +$1.36M +10,000 New
SOMRS
198
State of Michigan Retirement System
Michigan
$1.35M – – –
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$1.34M +$532K +3,913 +66%
CIM
200
Caldwell Investment Management
Ontario, Canada
$1.34M +$1.34M +9,850 New
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