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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 %
YMRC
276
Yorktown Management & Research Company
Virginia
$259K +$259K +2,375 New
BCM
277
Brookstone Capital Management
Illinois
$253K +$253K +2,105 New
TCG
278
Tremblant Capital Group
Florida
$241K +$241K +2,209 New
ProShare Advisors
279
ProShare Advisors
Maryland
$240K +$240K +2,200 New
ECM
280
ExodusPoint Capital Management
New York
$236K -$321K -2,936 -58%
II
281
Inspire Investing
Idaho
$235K -$40.4K -370 -15%
IB
282
Intrust Bank
Kansas
$229K +$229K +2,101 New
SBH
283
Segall Bryant & Hamill
Illinois
$226K +$226K +2,075 New
URS
284
Utah Retirement Systems
Utah
$218K +$218K +2,000 New
HSA
285
HBK Sorce Advisory
Pennsylvania
$212K +$212K +1,942 New
NW
286
NewEdge Wealth
Pennsylvania
$209K +$209K +1,912 New
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$208K -$24.7K -226 -11%
PCMC
288
Paragon Capital Management (Colorado)
Colorado
$206K +$206K +1,885 New
CIC
289
Cornercap Investment Counsel
Georgia
$205K -$873K -8,007 -81%
VAS
290
Vestmark Advisory Solutions
Massachusetts
$205K +$205K +1,879 New
TAIM
291
TD Ameritrade Investment Management
Nebraska
$202K -$67.4K -618 -25%
SCM
292
Shelton Capital Management
Colorado
$201K +$201K +1,844 New
SPIA
293
Steward Partners Investment Advisory
New York
$194K +$9.93K +91 +5%
JWM
294
Janiczek Wealth Management
Colorado
$191K +$62.3K +486 +48%
C
295
Covestor
United Kingdom
$175K +$8.07K +74 +5%
TRCT
296
Tower Research Capital (TRC)
New York
$171K -$50K -460 -23%
PA
297
Parallel Advisors
California
$158K +$26.4K +242 +20%
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
$154K -$39.4K -362 -20%
CMF
299
Counterpoint Mutual Funds
California
$132K +$132K +1,207 New
BAM
300
Belpointe Asset Management
Nevada
$112K +$112K +1,029 New
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12
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