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Evercore

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$540M 3,839,528 -33,073 -0.9%
BlackRock
2
BlackRock
New York
$504M 3,579,725 -268,327 -7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$281M 1,995,045 +192,718 +11%
Goldman Sachs
4
Goldman Sachs
New York
$163M 1,157,006 +228,663 +25%
State Street
5
State Street
Massachusetts
$148M 1,052,041 +83,825 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$125M 889,334 -56,484 -6%
Morgan Stanley
7
Morgan Stanley
New York
$117M 834,537 +99,579 +14%
Charles Schwab
8
Charles Schwab
California
$98.7M 701,446 +140,465 +25%
Wells Fargo
9
Wells Fargo
California
$88.5M 628,955 +64,122 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$84.7M 601,648 -18,260 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$81.7M 580,462 +14,714 +3%
Boston Partners
12
Boston Partners
Massachusetts
$74.8M 531,684 -3,361 -0.6%
Invesco
13
Invesco
Georgia
$66.6M 472,760 +36,553 +8%
SI
14
Scout Investments
Missouri
$63.2M 448,896 -454,928 -50%
Norges Bank
15
Norges Bank
Norway
$62.8M 445,990 +48,680 +12%
Northern Trust
16
Northern Trust
Illinois
$62.5M 444,214 -10,913 -2%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$60.5M 429,737 -127,020 -23%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$58.9M 418,221 +418,221 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$57M 404,879 +25,267 +7%
CVA
20
Ceredex Value Advisors
Florida
$55.9M 397,109 -57,400 -13%
BG
21
Bahl & Gaynor
Ohio
$52.3M 371,731 +85,948 +30%
Millennium Management
22
Millennium Management
New York
$51.9M 368,470 -159,901 -30%
Citadel Advisors
23
Citadel Advisors
Florida
$51.3M 364,678 +126,382 +53%
Franklin Resources
24
Franklin Resources
California
$49.8M 353,482 +866 +0.2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$49.6M 352,021 -154,176 -30%