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Evercore
EVR

Overview Fund Activity

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M

Top Buyers

1
Jane Street
1
Jane Street
New York
$79M
2
Goldman Sachs
2
Goldman Sachs
New York
$122M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$510M
4
Millennium Management
4
Millennium Management
New York
$69.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.7M
2
FCM
2
Frontier Capital Management
Massachusetts
$42.8M
3
JCM
3
Junto Capital Management
New York
$0
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$73.3M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$45M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M 3,872,601 +430,169 +12%
BlackRock
2
BlackRock
New York
$507M 3,848,052 -112,267 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$237M 1,802,327 +13,528 +0.8%
State Street
4
State Street
Massachusetts
$128M 968,216 +16,103 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$125M 945,818 -12,436 -1%
Goldman Sachs
6
Goldman Sachs
New York
$122M 928,343 +535,921 +137%
SI
7
Scout Investments
Missouri
$119M 903,824 +250,164 +38%
Morgan Stanley
8
Morgan Stanley
New York
$96.8M 734,958 +310,754 +73%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$81.7M 619,908 +4,455 +0.7%
Jane Street
10
Jane Street
New York
$79M 599,604 +590,073 +6,191%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$74.5M 565,748 +11,199 +2%
Wells Fargo
12
Wells Fargo
California
$74.4M 564,833 +120,445 +27%
Charles Schwab
13
Charles Schwab
California
$73.9M 560,981 -22,005 -4%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$73.3M 556,757 -199,173 -26%
Boston Partners
15
Boston Partners
Massachusetts
$71M 535,045 -9,858 -2%
Millennium Management
16
Millennium Management
New York
$69.6M 528,371 +351,426 +199%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$66.7M 506,197 -56,208 -10%
Northern Trust
18
Northern Trust
Illinois
$60M 455,127 +29,832 +7%
CVA
19
Ceredex Value Advisors
Florida
$59.9M 454,509 -25,800 -5%
Invesco
20
Invesco
Georgia
$57.5M 436,207 +145,864 +50%
TCM
21
TimesSquare Capital Management
New York
$57.1M 433,650 -98,400 -18%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$53.7M 407,590 -282,593 -41%
Norges Bank
23
Norges Bank
Norway
$52.3M 397,310 -69,827 -15%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$50M 379,612 -32,531 -8%
Franklin Resources
25
Franklin Resources
California
$46.5M 352,616 -18,939 -5%
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