Evercore
437 hedge funds and large institutions have $4.67B invested in Evercore in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 168 reducing their positions, and 42 closing their positions.
55% more call options, than puts
Call options by funds: $5.78M | Put options by funds: $3.72M
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
3% more funds holding
Funds holding: 424 → 437 (+13)
0.65% more ownership
Funds ownership: 87.45% → 88.1% (+0.65%)
1% more capital invested
Capital invested by funds: $4.64B → $4.67B (+$29.9M)
13% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 168
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$85.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44.2M |
| 3 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$28.4M |
| 4 |
Millennium Management
New York
|
+$19.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$54.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$54M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$45M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$32.4M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$27.1M |
EVR Hedge Fund Activity: Q4 2021 in Review
437 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2021, worth a combined $4.67B — up 0.64% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EVR positions and 42 closed out — a net gain of 21 holders — while 146 added to existing stakes and 168 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $85.1M. The largest seller was JP Morgan Chase, cutting an estimated $54.4M.
- 437 institutional investors held Evercore (EVR) as of Q4 2021, up from 424 in Q3 2021.
- Funds reported $4.67B of Evercore stock for Q4 2021, up 0.64% quarter-over-quarter.
- 63 funds opened new Evercore positions in Q4 2021 and 42 closed out, a net change of +21 holders.
- The largest Evercore buyer in Q4 2021 was Lord, Abbett & Co, an estimated $85.1M added.
- The largest Evercore seller in Q4 2021 was JP Morgan Chase, an estimated $54.4M sold.
Based on aggregated 13F filings for Q4 2021.