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Evercore
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Overview Fund Activity

394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+25
Holders Change %
+6.78%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
73
Increased
112
Reduced
152
Closed
43
Calls
$5.16M
Puts
$6.49M
Net Calls
-$1.33M
Net Calls Change
-$207K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95M
2
Fisher Asset Management
Fisher Asset Management
Washington
$40.5M
3
Millennium Management
Millennium Management
New York
$105M
4
CCM
Channing Capital Management
Illinois
$30.8M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$68M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$480K +$368K +3,378 +328%
CS
227
Cannell & Spears
New York
$473K +$473K +4,334 New
E
228
Ergoteles
New York
$471K -$4.01M -36,770 -89%
Axa
229
Axa
France
$469K -$785K -7,200 -63%
SAM
230
Shell Asset Management
Netherlands
$462K -$98.1K -900 -18%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$462K +$64.2K +589 +16%
Corient Private Wealth
232
Corient Private Wealth
Florida
$458K +$458K +4,198 New
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$456K +$456K +4,075 New
GCM
234
Gallacher Capital Management
Colorado
$448K +$448K +4,103 New
CGH
235
Crossmark Global Holdings
Texas
$447K -$695K -6,365 -61%
CIA
236
Capital Impact Advisors
Massachusetts
$444K – – –
VPIM
237
Vanguard Personalized Indexing Management
California
$433K +$68.4K +627 +19%
DCM
238
Dupont Capital Management
Delaware
$428K -$478K -4,386 -53%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$423K – – –
MOS
240
MGO One Seven
Ohio
$417K -$327 -3 -0.1%
AI
241
AdvisorShares Investments
Maryland
$415K +$415K +3,800 New
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$407K -$2M -18,381 -83%
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
$405K -$4.23M -38,739 -91%
LPL Financial
244
LPL Financial
California
$401K +$34.8K +319 +10%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$398K +$398K +3,652 New
M&T Bank
246
M&T Bank
New York
$395K -$32.2K -295 -8%
BCM
247
Bayesian Capital Management
New York
$393K +$393K +3,600 New
HWM
248
Hohimer Wealth Management
Washington
$385K -$523K -4,795 -58%
ZB
249
Zions Bancorporation
Utah
$382K -$213K -1,950 -36%
LTI
250
Laffer Tengler Investments
Tennessee
$382K +$382K +3,504 New
8 9
10
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