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Evercore
EVR

Overview Fund Activity

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$20.7M
2
BlackRock
BlackRock
New York
+$18.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$17.4M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$16M
5
BG
Bahl & Gaynor
Ohio
+$14.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$48.9M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$21.2M
3
Man Group
Man Group
United Kingdom
-$17.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$16.9M
5
GIP
Granite Investment Partners
California
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
226
Swedbank
Sweden
$543K +$543K +5,800 New
DAM
227
Deltec Asset Management
New York
$539K – – –
SIA
228
Sit Investment Associates
Minnesota
$531K – – –
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$529K +$39.8K +425 +8%
FHB
230
First Hawaiian Bank
Hawaii
$512K -$281 -3 -0.1%
TI
231
Trexquant Investment
Connecticut
$511K -$518K -5,535 -50%
HEIP
232
Hudson Edge Investment Partners
New Jersey
$510K -$10K -107 -2%
ZB
233
Zions Bancorporation
Utah
$504K +$101K +1,082 +25%
CCIA
234
Campbell & Co Investment Adviser
Maryland
$503K -$44.2K -472 -8%
Handelsbanken Fonder
235
Handelsbanken Fonder
Sweden
$490K – – –
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$484K -$150K -1,602 -24%
AWM
237
Angeles Wealth Management
California
$453K -$935 -10 -0.2%
BDF
238
Balasa Dinverno & Foltz
$451K +$451K +4,813 New
X
239
Xponance
Pennsylvania
$446K +$47.3K +506 +12%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$443K +$19.4K +207 +5%
CIP
241
Cornerstone Investment Partners
Georgia
$434K -$1.5K -16 -0.3%
GLA
242
Great Lakes Advisors
Illinois
$430K -$15.3M -163,607 -97%
DF
243
Donoghue Forlines
Massachusetts
$429K -$363K -3,883 -46%
DCM
244
DGS Capital Management
New Jersey
$423K +$179K +1,916 +74%
MM
245
MQS Management
New York
$421K +$421K +4,502 New
SCA
246
Snowden Capital Advisors
New York
$402K +$167K +1,784 +71%
P
247
Pitcairn
Pennsylvania
$401K +$401K +4,283 New
BCM
248
Buckhead Capital Management
Georgia
$383K +$5.15K +55 +1%
PCM
249
Prelude Capital Management
New York
$383K +$383K +4,095 New
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$371K +$371K +3,965 New
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10
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