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Evercore
EVR

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 %
P
251
Pitcairn
Pennsylvania
$381K -$3.05K -28 -0.8%
AG
252
Algert Global
California
$374K – – –
NMIMC
253
Northwestern Mutual Investment Management Company
Wisconsin
$361K -$207K -1,895 -36%
SAM
254
Securian Asset Management
Minnesota
$359K – – –
PAS
255
Park Avenue Securities
New York
$353K -$3.49K -32 -1%
BS
256
Boenning & Scattergood
Pennsylvania
$346K +$668 +6 +0.2%
ACM
257
Acrisure Capital Management
Texas
$345K +$345K +3,159 New
HSBC Holdings
258
HSBC Holdings
United Kingdom
$342K +$73.5K +674 +27%
DWM
259
Dakota Wealth Management
Florida
$333K -$16.5K -151 -5%
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$330K – – –
DAS
261
Dynamic Advisor Solutions
Arizona
$320K +$320K +2,935 New
GLA
262
Great Lakes Advisors
Illinois
$315K -$6.87K -63 -2%
DI
263
DFPG Investments
Utah
$306K +$306K +2,417 New
Mariner
264
Mariner
Kansas
$305K +$305K +2,798 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$300K -$62.6K -574 -17%
ORC
266
O'Rourke & Company
Massachusetts
$296K +$12.4K +114 +4%
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$293K +$293K +2,690 New
CCM
268
Coldstream Capital Management
Washington
$288K +$288K +2,638 New
RCM
269
Radnor Capital Management
Pennsylvania
$287K +$287K +2,595 New
MYIA
270
Mount Yale Investment Advisors
Colorado
$282K +$282K +2,589 New
BC
271
Bridgefront Capital
Texas
$278K +$278K +2,552 New
LG
272
Leuthold Group
Minnesota
$272K -$3.34M -30,623 -92%
DA
273
Duality Advisers
Florida
$270K -$2.34M -21,407 -90%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$267K +$267K +2,448 New
APWM
275
Argonautica Private Wealth Management
Massachusetts
$264K +$264K +2,421 New
9 10
11
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