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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
$43.9M
2
BlackRock
BlackRock
New York
$335M
3
Vanguard Group
Vanguard Group
Pennsylvania
$380M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$77.1M
5
BG
Bahl & Gaynor
Ohio
$48.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$796K
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
Man Group
Man Group
United Kingdom
$11.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$12.1M
5
GIP
Granite Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$369K -$2.01M -21,476 -85%
PFO
252
Pathstone Family Office
New Jersey
$364K +$1.22K +13 +0.3%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$363K -$1.97M -21,005 -84%
MOS
254
MGO One Seven
Ohio
$363K -$2.06K -22 -0.6%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$363K – – –
PAS
256
Park Avenue Securities
New York
$358K +$79.9K +855 +29%
SAM
257
Securian Asset Management
Minnesota
$346K +$22.9K +245 +7%
Jane Street
258
Jane Street
New York
$340K -$694K -7,407 -67%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$338K -$118K -1,256 -26%
LPL Financial
260
LPL Financial
California
$336K -$131K -1,403 -28%
Los Angeles Capital Management
261
Los Angeles Capital Management
California
$333K -$37.5K -400 -10%
WA
262
Wambolt & Associates
Colorado
$322K +$37.9K +405 +13%
VPIM
263
Vanguard Personalized Indexing Management
California
$319K +$140K +1,492 +78%
CIA
264
Capital Impact Advisors
Massachusetts
$316K -$78.3K -838 -20%
E
265
Ergoteles
New York
$315K +$62K +661 +24%
FHA
266
Flagship Harbor Advisors
Massachusetts
$311K -$40.7K -435 -12%
GCP
267
GSA Capital Partners
United Kingdom
$308K +$308K +3,292 New
DWM
268
Dakota Wealth Management
Florida
$296K +$296K +3,168 New
BS
269
Boenning & Scattergood
Pennsylvania
$291K – – –
TAIM
270
TD Ameritrade Investment Management
Nebraska
$290K -$85.9K -918 -23%
M&T Bank
271
M&T Bank
New York
$284K +$101K +1,537 +56%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$283K – – –
GTCM
273
Gyon Technologies Capital Management
New Jersey
$276K +$276K +2,950 New
BFM
274
Boothbay Fund Management
New York
$275K +$275K +2,942 New
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$272K -$1.11M -11,827 -80%
9 10
11
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