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Evercore
EVR

Overview Fund Activity

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$56M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$72.6M
3
Primecap Management
3
Primecap Management
California
$45.8M
4
Holocene Advisors
4
Holocene Advisors
New York
$30.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$59.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$34.5M
2
Invesco
2
Invesco
Georgia
$29.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.4M
4
Millennium Management
4
Millennium Management
New York
$57.8M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$431M 3,869,775 +104,427 +3%
BlackRock
2
BlackRock
New York
$377M 3,388,082 -46,915 -1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$151M 1,356,790 +144,760 +12%
State Street
4
State Street
Massachusetts
$120M 1,076,550 +9,175 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.8M 869,545 +1,069 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$79.3M 712,294 -57,637 -7%
Goldman Sachs
7
Goldman Sachs
New York
$77.4M 695,136 -341,555 -33%
Charles Schwab
8
Charles Schwab
California
$75.6M 678,753 +42,576 +7%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$72.6M 652,540 +337,363 +107%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$66.7M 598,893 +24,037 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$62.4M 560,561 -36,109 -6%
Boston Partners
12
Boston Partners
Massachusetts
$59.5M 539,077 -21,412 -4%
Deutsche Bank
13
Deutsche Bank
Germany
$59.1M 530,524 +212,357 +67%
Millennium Management
14
Millennium Management
New York
$57.8M 519,058 -339,453 -40%
Citadel Advisors
15
Citadel Advisors
Florida
$56M 502,810 +497,569 +9,494%
Primecap Management
16
Primecap Management
California
$45.8M 411,300 +320,900 +355%
Northern Trust
17
Northern Trust
Illinois
$44M 395,048 -34,732 -8%
NC
18
Nitorum Capital
New York
$43M 385,911 +71,411 +23%
BG
19
Bahl & Gaynor
Ohio
$40.8M 366,428 -26,104 -7%
CCM
20
Copeland Capital Management
Pennsylvania
$40.5M 363,627 +4,755 +1%
Franklin Resources
21
Franklin Resources
California
$39.9M 358,363 -24,824 -6%
Norges Bank
22
Norges Bank
Norway
$39.4M 354,026 -9,779 -3%
Bank of America
23
Bank of America
North Carolina
$38.7M 347,989 +42,170 +14%
First Trust Advisors
24
First Trust Advisors
Illinois
$37.4M 336,108 +80,495 +31%
TCM
25
TimesSquare Capital Management
New York
$37.2M 334,055 -45,200 -12%
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