EVR icon

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 %
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$1.38M – – –
CIBC World Market
202
CIBC World Market
Ontario, Canada
$1.33M -$2.39K -17 -0.2%
KeyBank National Association
203
KeyBank National Association
Ohio
$1.32M -$1.81M -12,848 -58%
GAM
204
Gotham Asset Management
New York
$1.32M +$567K +4,028 +76%
ARC
205
Advisor Resource Council
Texas
$1.24M +$1.24M +8,800 New
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$1.23M +$225K +1,600 +23%
CIA
207
Capital Impact Advisors
Massachusetts
$1.22M -$2.02M -14,333 -62%
TI
208
Tidal Investments
Wisconsin
$1.21M +$1.21M +8,627 New
KWM
209
Kingsview Wealth Management
Oregon
$1.15M +$1.15M +8,123 New
Handelsbanken Fonder
210
Handelsbanken Fonder
Sweden
$1.15M +$310K +2,200 +37%
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$1.14M -$902K -6,407 -44%
SG Americas Securities
212
SG Americas Securities
New York
$1.14M +$111K +785 +11%
TI
213
Trexquant Investment
Connecticut
$1.1M +$875K +6,214 +382%
CL
214
CIM LLC
New York
$1.09M +$1.09M +8,263 New
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$1.09M -$25.1K -178 -2%
NEI
216
Northwest & Ethical Investments
Ontario, Canada
$1.09M -$1.04M -7,408 -49%
CNAM
217
Campbell Newman Asset Management
Wisconsin
$1.09M +$54.4K +386 +5%
Marshall Wace
218
Marshall Wace
United Kingdom
$1.08M +$1.08M +7,684 New
HWAM
219
Hennion & Walsh Asset Management
New Jersey
$1.07M +$290K +2,060 +37%
MWNA
220
Marshall Wace North America
New York
$1.04M +$1.04M +7,376 New
PGCM
221
Prescott Group Capital Management
Oklahoma
$1.03M – – –
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$1.01M -$131K -933 -11%
GC
223
Globeflex Capital
California
$997K +$177K +1,255 +22%
SAM
224
Shell Asset Management
Netherlands
$995K +$53.5K +380 +6%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$960K -$26.7K -190 -3%
7 8
9
10 11