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Evercore
EVR

Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
Primecap Management
California
$45.8M
4
Holocene Advisors
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
Invesco
Georgia
$29.6M
3
Goldman Sachs
Goldman Sachs
New York
$77.4M
4
Millennium Management
Millennium Management
New York
$57.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
201
State of Michigan Retirement System
Michigan
$1.1M -$1K -9 -0.1%
CIC
202
Cornercap Investment Counsel
Georgia
$1.1M -$13.4K -120 -1%
WTA
203
Washington Trust Advisors
Massachusetts
$1.08M -$237K -2,130 -18%
BCC
204
Bridge City Capital
Oregon
$1.06M -$5.9K -53 -0.6%
Janus Henderson Group
205
Janus Henderson Group
United Kingdom
$1.05M -$54.1K -486 -5%
CGH
206
Crossmark Global Holdings
Texas
$1.02M -$16.7K -150 -2%
NIPH
207
NN Investment Partners Holdings
Netherlands
$1.01M -$29.5K -265 -3%
BCM
208
Bayesian Capital Management
New York
$1M +$1M +9,001 New
Squarepoint
209
Squarepoint
New York
$980K +$479K +4,305 +96%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$968K – – –
N
211
Natixis
France
$968K +$968K +8,700 New
Baird Financial Group
212
Baird Financial Group
Wisconsin
$963K +$963K +8,648 New
CNAM
213
Campbell Newman Asset Management
Wisconsin
$948K +$18.5K +166 +2%
DF
214
Donoghue Forlines
Massachusetts
$943K -$1.36M -12,234 -59%
KCM
215
Kendall Capital Management
Maryland
$930K +$183K +1,645 +25%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$903K +$53K +476 +6%
PP
217
PDT Partners
New York
$895K +$895K +8,042 New
II
218
Inspire Investing
Idaho
$894K +$93.9K +844 +12%
PP
219
Paloma Partners
Connecticut
$890K +$58.4K +525 +7%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$855K -$337K -3,024 -28%
JIR
221
James Investment Research
Ohio
$843K -$143K -1,281 -14%
WIS
222
Wright Investors Service
Connecticut
$830K +$830K +7,451 New
Neuberger Berman Group
223
Neuberger Berman Group
New York
$827K -$63.9K -574 -7%
HWAM
224
Hennion & Walsh Asset Management
New Jersey
$791K -$144K -1,292 -15%
GC
225
Globeflex Capital
California
$789K – – –
7 8
9
10 11