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Evercore
EVR

Overview Fund Activity

438 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 168 reducing their positions, and 42 closing their positions.

Holders
438
Holders Change
+14
Holders Change %
+3.3%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
146
Reduced
168
Closed
42
Calls
$5.78M
Puts
$3.72M
Net Calls
+$2.05M
Net Calls Change
-$3.51M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$147M
2
Deutsche Bank
2
Deutsche Bank
Germany
$43.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$32M
4
Millennium Management
4
Millennium Management
New York
$117M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$19.1M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$165M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
SO
4
STRS Ohio
Ohio
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$512M 3,765,348 +61,251 +2%
BlackRock
2
BlackRock
New York
$467M 3,434,997 +9,617 +0.3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M 1,212,030 -372,813 -24%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$147M 1,078,753 +583,769 +118%
State Street
5
State Street
Massachusetts
$145M 1,067,375 +29,773 +3%
Goldman Sachs
6
Goldman Sachs
New York
$141M 1,036,691 -6,531 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$118M 868,476 -29,809 -3%
Millennium Management
8
Millennium Management
New York
$117M 858,511 +135,959 +19%
Morgan Stanley
9
Morgan Stanley
New York
$105M 769,931 +15,442 +2%
Invesco
10
Invesco
Georgia
$91.2M 671,612 +111,315 +20%
Charles Schwab
11
Charles Schwab
California
$86.4M 636,177 -9,228 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.1M 596,670 -13,102 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$78.1M 574,856 +3,760 +0.7%
Boston Partners
14
Boston Partners
Massachusetts
$76.3M 560,489 -5,041 -0.9%
Northern Trust
15
Northern Trust
Illinois
$58.4M 429,780 +1,097 +0.3%
BG
16
Bahl & Gaynor
Ohio
$53.3M 392,532 +11,981 +3%
Franklin Resources
17
Franklin Resources
California
$52.1M 383,187 +27,048 +8%
TCM
18
TimesSquare Capital Management
New York
$51.5M 379,255 +74,480 +24%
Norges Bank
19
Norges Bank
Norway
$49.4M 363,805 -122,154 -25%
CCM
20
Copeland Capital Management
Pennsylvania
$48.8M 358,872 +81,788 +30%
CVA
21
Ceredex Value Advisors
Florida
$44.4M 326,727 -84,089 -20%
Man Group
22
Man Group
United Kingdom
$43.9M 323,255 +93,673 +41%
Deutsche Bank
23
Deutsche Bank
Germany
$43.2M 318,167 +302,865 +1,979%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$42.8M 315,177 -113,580 -26%
NC
25
Nitorum Capital
New York
$42.7M 314,500 +13,600 +5%
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