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Evercore
EVR

Overview Fund Activity

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$36.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$26.1M
3
PA
Paralel Advisors
Colorado
+$14.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$12.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$12.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$25.6M
2
BlackRock
BlackRock
New York
-$22.4M
3
Holocene Advisors
Holocene Advisors
New York
-$18.9M
4
TCM
TimesSquare Capital Management
New York
-$18.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$273K -$50.6K -616 -16%
SAM
252
Securian Asset Management
Minnesota
$270K -$33.9K -413 -11%
PAS
253
Park Avenue Securities
New York
$269K -$46.2K -561 -15%
FRM
254
Fox Run Management
Connecticut
$268K +$268K +3,261 New
DWM
255
Dakota Wealth Management
Florida
$264K +$2.89K +35 +1%
MM
256
MQS Management
New York
$263K -$108K -1,309 -29%
MCM
257
MAI Capital Management
Ohio
$258K +$258K +3,138 New
BS
258
Boenning & Scattergood
Pennsylvania
$255K -$494 -6 -0.2%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$248K – – –
GLA
260
Great Lakes Advisors
Illinois
$243K -$136K -1,650 -36%
RFC
261
Regions Financial Corp
Alabama
$227K -$3.87K -47 -2%
ORC
262
O'Rourke & Company
Massachusetts
$214K +$165 +2 +0.1%
II
263
Inspire Investing
Idaho
$207K +$21K +256 +11%
SFM
264
Spartan Fund Management
Canada
$206K +$206K +2,500 New
PAMS
265
Pictet Asset Management (Switzerland)
Switzerland
$205K – – –
MAM
266
Meeder Asset Management
Ohio
$205K +$66.3K +804 +48%
PCS
267
Personal CFO Solutions
New Jersey
$204K -$5.1K -62 -2%
TAIM
268
TD Ameritrade Investment Management
Nebraska
$203K -$51.7K -629 -20%
HSBC Holdings
269
HSBC Holdings
United Kingdom
$202K -$1.12M -13,651 -85%
IUHSA
270
Itau Unibanco Holding S.A.
Brazil
$201K +$201K +2,447 New
SOW
271
State of Wyoming
Wyoming
$190K +$103K +1,255 +119%
ACM
272
Aquatic Capital Management
Illinois
$181K +$49.4K +600 +38%
VanEck Associates
273
VanEck Associates
New York
$176K +$37.6K +458 +27%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$175K -$24.9K -304 -12%
TRCT
275
Tower Research Capital (TRC)
New York
$167K -$36.5K -444 -18%
9 10
11
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