EVR Institutional Ownership
Evercore Inc.
1W: +3.1%
1M: -0.7%
3M: -14.7%
YTD: -25.8%
1Y: -19.6%
3Y: +106.8%
5Y: +77.4%
$259.65
+2.25 (+0.87%)
Weekly Expected Move ±3.5%
$234
$243
$252
$261
$269
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — EVR
760
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
112
New Positions
254
Increased
286
Reduced
45
Closed
1.15
Put/Call Ratio
Ownership Trends
Top Institutional Holders (815 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,715,623 | $965M | +66,765 | +1.8% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,956,150 | $508M | -17,994 | -0.9% | 2Q | SEC ↗ |
| 3 | AQR CAPITAL MANAGEMENT LLC | 1,710,982 | $444M | +394,130 | +29.9% | 43Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,680,210 | $436M | -14,739 | -0.9% | 2Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,602,673 | $416M | +177,987 | +12.5% | 78Q | SEC ↗ |
| 6 | STATE STREET CORP | 1,206,119 | $313M | +27,095 | +2.3% | 46Q | SEC ↗ |
| 7 | FMR LLC | 1,132,481 | $294M | -537,181 | -32.2% | 32Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,098,427 | $285M | +55,089 | +5.3% | 75Q | SEC ↗ |
| 9 | MORGAN STANLEY | 803,015 | $209M | -114,786 | -12.5% | 56Q | SEC ↗ |
| 10 | MILLENNIUM MANAGEMENT LLC | 637,464 | $166M | +568,306 | +821.8% | 56Q | SEC ↗ |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 624,987 | $162M | +1,728 | +0.3% | 52Q | SEC ↗ |
| 12 | Boston Partners | 614,517 | $160M | +34,343 | +5.9% | 30Q | SEC ↗ |
| 13 | TD Asset Management Inc | 609,109 | $158M | -349,363 | -36.4% | 13Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 556,420 | $144M | +7,890 | +1.4% | 73Q | SEC ↗ |
| 15 | UBS Group AG | 503,403 | $131M | +210,798 | +72.0% | 47Q | SEC ↗ |
| 16 | Fisher Asset Management, LLC | 423,875 | $110M | -844 | -0.2% | 38Q | SEC ↗ |
| 17 | NORGES BANK NEW | 417,041 | $108M | — | +0.0% | 1Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 409,197 | $106M | -59,685 | -12.7% | 54Q | SEC ↗ |
| 19 | BNP PARIBAS ASSET MANAGEMENT Holding S | 393,112 | $102M | +74,145 | +23.2% | 8Q | SEC ↗ |
| 20 | PRIMECAP MANAGEMENT CO/CA | 376,150 | $98M | +22,200 | +6.3% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 353,320 | $92M | -3,844 | -1.1% | 77Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 349,683 | $91M | -174,848 | -33.3% | 15Q | SEC ↗ |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 347,147 | $90M | +114,576 | +49.3% | 2Q | SEC ↗ |
| 24 | Point72 Asset Management, L.P. | 344,521 | $89M | -46,063 | -11.8% | 2Q | SEC ↗ |
| 25 | Capital International Investors | 324,747 | $84M | +168,978 | +108.5% | 5Q | SEC ↗ |
| 26 | Artemis Investment Management LLP | 315,762 | $82M | +40,580 | +14.7% | 4Q | SEC ↗ |
| 27 | FULLER & THALER ASSET MANAGEMENT, INC. | 310,105 | $81M | -21,004 | -6.3% | 25Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 302,828 | $79M | -16,409 | -5.1% | 76Q | SEC ↗ |
| 29 | Paralel Advisors LLC | 300,000 | $78M | — | +0.0% | 19Q | SEC ↗ |
| 30 | Stephens Investment Management Group L | 282,832 | $73M | +23,024 | +8.9% | 7Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 275,398 | $72M | +88 | +0.0% | 15Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 275,398 | $72M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 250,095 | $65M | +1,231 | +0.5% | 3Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 243,109 | $63M | +4,005 | +1.7% | 2Q | SEC ↗ |
| 35 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 239,490 | $62M | -16,986 | -6.6% | 5Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 218,035 | $57M | -16,654 | -7.1% | 15Q | SEC ↗ |
| 37 | JACOBS LEVY EQUITY MANAGEMENT, INC | 217,208 | $56M | +72,776 | +50.4% | 2Q | SEC ↗ |
| 38 | TWO SIGMA INVESTMENTS, LP | 197,932 | $51M | +96,447 | +95.0% | 15Q | SEC ↗ |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 197,638 | $51M | -1,132 | -0.6% | 28Q | SEC ↗ |
| 40 | AMERICAN CENTURY COMPANIES INC | 194,737 | $51M | +111,434 | +133.8% | 15Q | SEC ↗ |
| 41 | Azora Capital LP NEW | 186,028 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 184,970 | $48M | +9,337 | +5.3% | 15Q | SEC ↗ |
| 43 | SCHRODER INVESTMENT MANAGEMENT GROUP | 172,702 | $45M | -18,225 | -9.5% | 38Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 170,140 | $44M | -2,993 | -1.7% | 31Q | SEC ↗ |
| 45 | TimesSquare Capital Management, LLC | 165,959 | $43M | -7 | -0.0% | 5Q | SEC ↗ |
| 46 | RENAISSANCE TECHNOLOGIES LLC | 156,180 | $41M | -17,680 | -10.2% | 4Q | SEC ↗ |
| 47 | ROYCE & ASSOCIATES LP | 139,266 | $36M | +12,649 | +10.0% | 28Q | SEC ↗ |
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, | 134,065 | $35M | -27,740 | -17.1% | 53Q | SEC ↗ |
| 49 | Jupiter Topco LLC NEW | 132,403 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 50 | JANUS HENDERSON GROUP PLC | 127,872 | $33M | +34,817 | +37.4% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 417,041 | $108M |
| Sixth Street Partners Management Co | 275,398 | $72M |
| Azora Capital LP | 186,028 | $48M |
| Jupiter Topco LLC | 132,403 | $34M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 73,592 | $19M |
| Driehaus Capital Management LLC | 62,852 | $16M |
| Jain Global LLC | 45,101 | $12M |
| Zurich Insurance Group Ltd/FI | 35,515 | $9M |
| Walter Public Investments Inc. | 34,369 | $9M |
| CAPITAL FUND MANAGEMENT S.A. | 25,238 | $7M |
| Cinctive Capital Management LP | 22,649 | $6M |
| Philadelphia Financial Management o | 21,191 | $6M |
| Curated Wealth Partners LLC | 20,003 | $5M |
| Convergence Investment Partners, LL | 17,656 | $5M |
| Alberta Investment Management Corp | 15,200 | $4M |
| NFJ INVESTMENT GROUP, LLC | 14,986 | $4M |
| Oak Harvest Investment Services | 14,733 | $4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 13,140 | $3M |
| Apollon Wealth Management, LLC | 10,738 | $3M |
| TWINBEECH CAPITAL LP | 6,600 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MARSHALL WACE, LLP | 109,630 | $28M |
| Junto Capital Management LP | 74,760 | $19M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 69,797 | $18M |
| CITADEL ADVISORS LLC | 66,075 | $17M |
| Susquehanna Portfolio Strategies, L | 54,206 | $14M |
| THAMES CAPITAL MANAGEMENT LLC | 46,881 | $12M |
| Trexquant Investment LP | 30,884 | $8M |
| Granite Investment Partners, LLC | 28,606 | $7M |
| UNIVERSITY OF TEXAS/TEXAS AM INVEST | 17,781 | $5M |
| PEAK6 LLC | 17,138 | $4M |
| Polar Asset Management Partners Inc | 14,457 | $4M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 14,450 | $4M |
| Triasima Portfolio Management inc. | 13,096 | $3M |
| F/m Investments LLC | 10,253 | $3M |
| Verition Fund Management LLC | 9,100 | $2M |
| CPC Advisors, LLC | 8,325 | $2M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 7,202 | $2M |
| Aquatic Capital Management LLC | 6,707 | $2M |
| NLB Skladi, upravljanje premozenja, | 6,000 | $2M |
| Symmetry Investments LP | 4,280 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +568,306 | +821.8% | 637,464 |
| AQR CAPITAL MANAGEMENT LLC | +394,130 | +29.9% | 1,710,982 |
| UBS Group AG | +210,798 | +72.0% | 503,403 |
| Invesco Ltd. | +177,987 | +12.5% | 1,602,673 |
| Capital International Investors | +168,978 | +108.5% | 324,747 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +114,576 | +49.3% | 347,147 |
| AMERICAN CENTURY COMPANIES INC | +111,434 | +133.8% | 194,737 |
| TWO SIGMA INVESTMENTS, LP | +96,447 | +95.0% | 197,932 |
| Alyeska Investment Group, L.P. | +96,275 | +2573.5% | 100,016 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +74,145 | +23.2% | 393,112 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +72,776 | +50.4% | 217,208 |
| AMERIPRISE FINANCIAL INC | +71,145 | +127.1% | 127,099 |
| BlackRock, Inc. | +66,765 | +1.8% | 3,715,623 |
| GEODE CAPITAL MANAGEMENT, LLC | +55,089 | +5.3% | 1,098,427 |
| Boston Trust Walden Corp | +54,515 | +88.9% | 115,831 |
| Janney Montgomery Scott LLC | +44,747 | +1644.5% | 47,468 |
| NEUBERGER BERMAN GROUP LLC | +43,657 | +58.1% | 118,792 |
| Artemis Investment Management LLP | +40,580 | +14.7% | 315,762 |
| CITIGROUP INC | +37,857 | +311.0% | 50,031 |
| Interval Partners, LP | +37,435 | +102.0% | 74,149 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -537,181 | -32.2% | 1,132,481 |
| TD Asset Management Inc | -349,363 | -36.4% | 609,109 |
| Balyasny Asset Management L.P. | -310,243 | -84.1% | 58,797 |
| PRICE T ROWE ASSOCIATES INC /MD | -289,174 | -88.5% | 37,491 |
| GOLDMAN SACHS GROUP INC | -174,848 | -33.3% | 349,683 |
| MORGAN STANLEY | -114,786 | -12.5% | 803,015 |
| Longaeva Partners L.P. | -89,338 | -56.8% | 67,925 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -71,900 | -80.0% | 18,000 |
| Allianz Asset Management GmbH | -71,180 | -67.0% | 34,998 |
| TD Waterhouse Canada Inc. | -61,271 | -45.0% | 74,739 |
| JPMORGAN CHASE & CO | -59,685 | -12.7% | 409,197 |
| Bridgewater Associates, LP | -57,244 | -63.3% | 33,194 |
| DEUTSCHE BANK AG | -46,305 | -81.1% | 10,789 |
| Engineers Gate Manager LP | -46,235 | -52.3% | 42,180 |
| Point72 Asset Management, L.P. | -46,063 | -11.8% | 344,521 |
| AGF MANAGEMENT LTD | -38,671 | -66.1% | 19,837 |
| Jackson Wealth Management, LLC | -36,245 | -91.5% | 3,360 |
| JANE STREET GROUP, LLC | -28,385 | -92.8% | 2,191 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -27,740 | -17.1% | 134,065 |
| Amundi | -27,724 | -49.9% | 27,805 |