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Evercore
EVR

Overview Fund Activity

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$143M
2
Invesco
2
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
4
American Century Companies
Missouri
$69.5M
5
SI
5
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
276
XTX Topco
Cayman Islands
$388K +$388K +2,811 New
DI
277
DFPG Investments
Utah
$380K -$60.6K -442 -14%
Simplex Trading
278
Simplex Trading
Illinois
$376K +$201K +1,463 +115%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$374K – – –
IIM
280
INTECH Investment Management
Florida
$368K +$368K +2,670 New
CCM
281
Coldstream Capital Management
Washington
$365K -$3.45K -25 -0.9%
FHA
282
Flagship Harbor Advisors
Massachusetts
$342K -$14.5K -105 -4%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$340K +$16K +116 +5%
LA
284
Lane & Associates
New Jersey
$340K +$414 +3 +0.1%
YMRC
285
Yorktown Management & Research Company
Virginia
$327K – – –
APWM
286
Argonautica Private Wealth Management
Massachusetts
$327K – – –
Creative Planning
287
Creative Planning
Kansas
$322K +$63.6K +461 +25%
DFCM
288
Dark Forest Capital Management
Puerto Rico
$319K +$319K +2,316 New
M&T Bank
289
M&T Bank
New York
$319K -$141K -1,023 -31%
MYIA
290
Mount Yale Investment Advisors
Colorado
$314K -$7.03K -51 -2%
NW
291
NewEdge Wealth
Pennsylvania
$313K +$24.3K +176 +8%
IB
292
Intrust Bank
Kansas
$312K +$10.1K +73 +3%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$308K +$19.4K +141 +7%
II
294
Inspire Investing
Idaho
$307K -$41.4K -300 -12%
CS
295
Cannell & Spears
New York
$291K -$245K -1,780 -46%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$277K +$1.93K +14 +0.7%
DWM
297
Dakota Wealth Management
Florida
$275K -$167K -1,210 -38%
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
$274K +$274K +1,984 New
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$268K -$10.9K -79 -4%
URS
300
Utah Retirement Systems
Utah
$262K -$13.8K -100 -5%
10 11
12
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