EVR icon

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 %
HIM
251
Hillsdale Investment Management
Ontario, Canada
$494K +$494K +3,995 New
MML Investors Services
252
MML Investors Services
Massachusetts
$487K -$19.1K -155 -4%
Mariner
253
Mariner
Kansas
$486K +$45.9K +371 +10%
WIS
254
Wright Investors Service
Connecticut
$481K -$402K -3,249 -45%
CS
255
Cannell & Spears
New York
$481K -$51.9K -420 -10%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$480K – – –
HighTower Advisors
257
HighTower Advisors
Illinois
$480K +$218K +1,788 +83%
AG
258
AIA Group
Hong Kong
$474K +$474K +3,835 New
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
$450K +$166K +1,342 +58%
DI
260
DFPG Investments
Utah
$448K +$57.8K +415 +15%
MHI
261
Miller Howard Investments
New York
$444K +$4.57K +37 +1%
MOS
262
MGO One Seven
Ohio
$442K +$1.73K +14 +0.4%
NYLIM
263
New York Life Investment Management
New York
$441K -$80.1K -648 -15%
DF
264
Donoghue Forlines
Massachusetts
$439K +$439K +3,549 New
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$438K -$2.49M -20,176 -85%
QT
266
Quantamental Technologies
New York
$427K +$427K +3,452 New
LPL Financial
267
LPL Financial
California
$423K -$51.3K -415 -11%
LTI
268
Laffer Tengler Investments
Tennessee
$419K +$1.36K +11 +0.3%
VI
269
Vestcor Inc
New Brunswick, Canada
$414K -$2.79M -22,588 -87%
P
270
Pitcairn
Pennsylvania
$414K -$5.56K -45 -1%
DAS
271
Dynamic Advisor Solutions
Arizona
$414K +$36.8K +298 +10%
M&T Bank
272
M&T Bank
New York
$412K -$24.2K -196 -6%
DWM
273
Dakota Wealth Management
Florida
$396K -$742 -6 -0.2%
SAM
274
Securian Asset Management
Minnesota
$388K -$17.9K -145 -4%
SBH
275
Segall Bryant & Hamill
Illinois
$386K +$24.7K +200 +7%
9 10
11
12 13