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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 %
CFB
301
Cullen/Frost Bankers
Texas
$109K – – –
SOW
302
State of Wyoming
Wyoming
$104K -$148K -1,360 -59%
EWA
303
EverSource Wealth Advisors
Alabama
$101K +$11.5K +105 +13%
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$99K -$5.58K -51 -5%
Dimensional Fund Advisors
305
Dimensional Fund Advisors
Texas
$94.8K +$396 +3,628 +0.4%
BTI
306
Blue Trust Inc
Georgia
$82K +$65K +787 +382%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$77.6K -$90.5K -830 -54%
AP
308
Arlington Partners
Alabama
$76.2K – – –
IA
309
IFP Advisors
Florida
$68K -$30.8K -225 -31%
GTCM
310
Gyon Technologies Capital Management
New Jersey
$67K +$67K +614 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$60.3K +$6.76K +62 +13%
TPCW
312
TD Private Client Wealth
New York
$60K +$23K +211 +62%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$58K +$44.1K +408 +319%
QCG
314
Quadrant Capital Group
Ohio
$56.8K +$22K +202 +63%
VFA
315
Virtus Fund Advisers
Connecticut
$51.9K +$51.9K +476 New
IAIM
316
Industrial Alliance Investment Management
Quebec, Canada
$51K +$29.5K +272 +137%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$45K +$18.5K +168 +70%
HFM
318
Harvest Fund Management
China
$38K – – –
DSC
319
Duncker Streett & Co
Missouri
$36.8K +$36.8K +337 New
NA
320
NewEdge Advisors
Louisiana
$35.2K +$35.2K +327 New
FHA
321
First Horizon Advisors
Tennessee
$33.4K -$50K -458 -60%
FCA
322
FinTrust Capital Advisors
South Carolina
$31.1K – – –
TCWA
323
Ten Capital Wealth Advisors
Washington
$30K – – –
MAM
324
Meeder Asset Management
Ohio
$28.8K -$242K -2,223 -89%
TWA
325
TCI Wealth Advisors
Arizona
$26.1K -$11.9K -109 -31%
11 12
13
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