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Evercore
EVR

Overview Fund Activity

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54M
2
Millennium Management
2
Millennium Management
New York
$96.6M
3
SO
3
STRS Ohio
Ohio
$32.4M
4
BTW
4
Boston Trust Walden
Massachusetts
$17.4M
5
AA
5
ALPS Advisors
Colorado
$17.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.76M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$797K
5
BlackRock
5
BlackRock
New York
$458M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$495M 3,704,097 -135,431 -4%
BlackRock
2
BlackRock
New York
$458M 3,425,380 -154,345 -4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$212M 1,584,843 -410,202 -21%
Goldman Sachs
4
Goldman Sachs
New York
$139M 1,043,222 -113,784 -10%
State Street
5
State Street
Massachusetts
$139M 1,037,602 -14,439 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$120M 898,285 +8,951 +1%
Morgan Stanley
7
Morgan Stanley
New York
$101M 754,489 -80,048 -10%
Millennium Management
8
Millennium Management
New York
$96.6M 722,552 +354,082 +96%
Charles Schwab
9
Charles Schwab
California
$86.3M 645,405 -56,041 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$81.5M 609,772 +8,124 +1%
Boston Partners
11
Boston Partners
Massachusetts
$76.4M 565,530 +33,846 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$76.3M 571,096 -9,366 -2%
Wells Fargo
13
Wells Fargo
California
$75.8M 566,817 -62,138 -10%
Invesco
14
Invesco
Georgia
$74.9M 560,297 +87,537 +19%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$66.2M 494,984 +76,763 +18%
Norges Bank
16
Norges Bank
Norway
$65M 485,959 +39,969 +9%
SI
17
Scout Investments
Missouri
$58.1M 434,826 -14,070 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$57.3M 428,757 -980 -0.2%
Northern Trust
19
Northern Trust
Illinois
$57.3M 428,683 -15,531 -3%
CVA
20
Ceredex Value Advisors
Florida
$54.9M 410,816 +13,707 +3%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$54M 404,000 +404,000 New
BG
22
Bahl & Gaynor
Ohio
$50.9M 380,551 +8,820 +2%
Franklin Resources
23
Franklin Resources
California
$47.6M 356,139 +2,657 +0.8%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$45M 336,401 -15,620 -4%
FCM
25
Frontier Capital Management
Massachusetts
$42.3M 316,713 -8,527 -3%
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