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Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
$31.7M
2
Invesco
Invesco
Georgia
$51.4M
3
SI
Scout Investments
Missouri
$27.1M
4
SO
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Angeles Wealth Management
California
$553K – – –
X
252
Xponance
Pennsylvania
$550K +$1.96K +17 +0.4%
CC
253
Cipher Capital
New York
$545K +$545K +4,724 New
CIP
254
Cornerstone Investment Partners
Georgia
$537K -$808 -7 -0.2%
PCM
255
Prana Capital Management
Connecticut
$535K +$535K +4,641 New
BCM
256
Buckhead Capital Management
Georgia
$523K – – –
SIA
257
Sit Investment Associates
Minnesota
$513K – – –
DTL
258
Dynamic Technology Lab
Singapore
$511K +$511K +4,428 New
CS
259
Cannell & Spears
New York
$498K -$2.31K -20 -0.5%
PAMS
260
Pictet Asset Management (Switzerland)
Switzerland
$497K -$46.3K -401 -9%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$496K -$16.5K -143 -3%
SAM
262
Shell Asset Management
Netherlands
$487K -$1.73K -15 -0.4%
NYLIM
263
New York Life Investment Management
New York
$487K +$487K +4,220 New
JCIA
264
Jackson Creek Investment Advisors
Colorado
$476K +$476K +4,128 New
MML Investors Services
265
MML Investors Services
Massachusetts
$473K -$73.5K -637 -13%
CIA
266
Capital Impact Advisors
Massachusetts
$470K – – –
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$448K – – –
LPL Financial
268
LPL Financial
California
$442K +$18.6K +161 +4%
IAN
269
Integrated Advisors Network
Texas
$442K +$442K +3,833 New
APG Asset Management
270
APG Asset Management
Netherlands
$435K +$435K +4,100 New
AI
271
AdvisorShares Investments
Maryland
$434K -$4.73K -41 -1%
TRCT
272
Tower Research Capital (TRC)
New York
$430K +$249K +2,160 +137%
FC
273
FORA Capital
Florida
$428K +$428K +3,708 New
MOS
274
MGO One Seven
Ohio
$411K -$30.2K -262 -7%
Mariner
275
Mariner
Kansas
$411K +$87.9K +761 +27%
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11
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