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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 %
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$1.31M – – –
MF
202
Magnetar Financial
Illinois
$1.3M +$1.3M +9,592 New
BCC
203
Bridge City Capital
Oregon
$1.3M – – –
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$1.3M +$1.3M +9,532 New
NIPH
205
NN Investment Partners Holdings
Netherlands
$1.27M – – –
CGH
206
Crossmark Global Holdings
Texas
$1.26M +$789K +5,810 +166%
PRC
207
Pearl River Capital
Michigan
$1.24M +$454K +3,344 +58%
JIR
208
James Investment Research
Ohio
$1.2M -$204K -1,500 -14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.2M -$2.12M -15,630 -64%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.18M +$719K +5,292 +155%
NMERB
211
New Mexico Educational Retirement Board
New Mexico
$1.18M – – –
CIA
212
Capital Impact Advisors
Massachusetts
$1.16M -$13.6K -100 -1%
HWAM
213
Hennion & Walsh Asset Management
New Jersey
$1.14M -$82.8K -610 -7%
CNAM
214
Campbell Newman Asset Management
Wisconsin
$1.13M +$30.1K +222 +3%
PI
215
PineBridge Investments
New York
$1.11M -$15.1K -111 -1%
RJFSA
216
Raymond James Financial Services Advisors
Florida
$1.09M +$123K +904 +13%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$1.09M +$1.09M +8,000 New
Neuberger Berman Group
218
Neuberger Berman Group
New York
$1.08M +$348K +2,576 +47%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$1.04M +$135K +994 +15%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$1.03M -$18M -130,418 -95%
PP
221
Paloma Partners
Connecticut
$1.02M +$535K +3,938 +111%
SSA
222
Schonfeld Strategic Advisors
New York
$1.01M -$4.51M -33,190 -82%
PGCM
223
Prescott Group Capital Management
Oklahoma
$989K – – –
II
224
Inspire Investing
Idaho
$977K -$381K -2,807 -28%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$973K -$90.5K -666 -9%
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