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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 %
CC
276
Centiva Capital
New York
$379K -$971K -7,856 -72%
DZ Bank
277
DZ Bank
Germany
$379K +$379K +3,064 New
DCM
278
Dupont Capital Management
Delaware
$366K -$41.7K -337 -10%
ORC
279
O'Rourke & Company
Massachusetts
$356K +$16.1K +130 +5%
MCM
280
MAI Capital Management
Ohio
$355K -$376K -3,040 -51%
TCM
281
Teza Capital Management
Illinois
$350K +$350K +2,833 New
I
282
InceptionR
California
$339K -$424K -3,431 -56%
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$336K -$37.7K -305 -10%
CCM
284
Coldstream Capital Management
Washington
$330K – – –
RCM
285
Radnor Capital Management
Pennsylvania
$327K +$6.18K +50 +2%
FHA
286
Flagship Harbor Advisors
Massachusetts
$320K -$15.3K -124 -5%
Verition Fund Management
287
Verition Fund Management
Connecticut
$318K +$318K +2,571 New
II
288
Inspire Investing
Idaho
$312K +$19.9K +161 +7%
LA
289
Lane & Associates
New Jersey
$305K +$40.7K +329 +15%
YMRC
290
Yorktown Management & Research Company
Virginia
$294K – – –
APWM
291
Argonautica Private Wealth Management
Massachusetts
$293K -$6.06K -49 -2%
KeyBank National Association
292
KeyBank National Association
Ohio
$293K +$15.1K +122 +5%
Baird Financial Group
293
Baird Financial Group
Wisconsin
$291K +$5.69K +46 +2%
MYIA
294
Mount Yale Investment Advisors
Colorado
$288K -$20.5K -166 -7%
TCG
295
Tremblant Capital Group
Florida
$280K – – –
IB
296
Intrust Bank
Kansas
$271K -$3.58K -29 -1%
PI
297
PFS Investments
Georgia
$270K +$21.1K +171 +8%
TRCT
298
Tower Research Capital (TRC)
New York
$262K -$200K -1,616 -43%
CAM
299
Cresset Asset Management
Illinois
$259K +$259K +2,098 New
VAS
300
Vestmark Advisory Solutions
Massachusetts
$258K +$9.52K +77 +4%
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