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Evercore
EVR

Overview Fund Activity

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$185M
2
Vanguard Group
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$17.4M
2
S2L
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
226
Zions Bancorporation
Utah
$690K -$52.4K -424 -7%
SG Americas Securities
227
SG Americas Securities
New York
$686K -$62.4K -505 -8%
NFG
228
Nations Financial Group
Iowa
$674K +$2.1K +17 +0.3%
WG
229
Winton Group
United Kingdom
$670K -$696K -5,628 -51%
Handelsbanken Fonder
230
Handelsbanken Fonder
Sweden
$647K – – –
Federated Hermes
231
Federated Hermes
Pennsylvania
$644K -$19.7K -159 -3%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$629K +$97.5K +789 +18%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$627K -$742 -6 -0.1%
WA
234
Wambolt & Associates
Colorado
$627K +$14.6K +118 +2%
VPIM
235
Vanguard Personalized Indexing Management
California
$625K +$29.5K +239 +5%
PFO
236
Pathstone Family Office
New Jersey
$598K -$1.48K -12 -0.2%
AWM
237
Angeles Wealth Management
California
$592K – – –
FDS
238
Freedom Day Solutions
Texas
$580K -$811K -6,563 -58%
CIP
239
Cornerstone Investment Partners
Georgia
$578K +$2.72K +22 +0.5%
BCM
240
Buckhead Capital Management
Georgia
$561K – – –
SIA
241
Sit Investment Associates
Minnesota
$550K – – –
PCM
242
Prana Capital Management
Connecticut
$545K -$28.7K -232 -5%
Corient Private Wealth
243
Corient Private Wealth
Florida
$543K -$90.7K -734 -14%
HEIP
244
Hudson Edge Investment Partners
New Jersey
$536K -$102K -825 -16%
X
245
Xponance
Pennsylvania
$535K -$53.8K -435 -9%
PAMS
246
Pictet Asset Management (Switzerland)
Switzerland
$532K – – –
CIA
247
Capital Impact Advisors
Massachusetts
$530K +$26.8K +217 +5%
CAN
248
Cetera Advisor Networks
California
$523K +$304K +2,456 +138%
SAM
249
Shell Asset Management
Netherlands
$519K -$2.97K -24 -0.6%
BF
250
BOK Financial
Oklahoma
$509K +$509K +4,116 New
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10
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