Evercore
EVR
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.
17% more call options, than puts
Call options by funds: $6.13M | Put options by funds: $5.25M
10% more capital invested
Capital invested by funds: $3.76B → $4.14B (+$384M)
2.71% more ownership
Funds ownership: 84.63% → 87.34% (+2.7%)
5% less funds holding
Funds holding: 419 → 399 (-20)
25% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 169
31% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 65
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$126M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.4M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$43.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$80.2M |
| 2 |
S2L
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
-$28.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.7M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$16.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.7M |
EVR Hedge Fund Activity: Q2 2023 in Review
399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2023, worth a combined $4.14B — up 10% from $3.76B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of EVR and 45 opened new positions — a net loss of 20 holders — while 169 trimmed existing stakes and 126 added.
The largest buyer was Boston Partners, adding an estimated $126M. The largest seller was Millennium Management, cutting an estimated $80.2M.
- 399 institutional investors held Evercore (EVR) as of Q2 2023, down from 419 in Q1 2023.
- Funds reported $4.14B of Evercore stock for Q2 2023, up 10% quarter-over-quarter.
- 45 funds opened new Evercore positions in Q2 2023 and 65 closed out, a net change of -20 holders.
- The largest Evercore buyer in Q2 2023 was Boston Partners, an estimated $126M added.
- The largest Evercore seller in Q2 2023 was Millennium Management, an estimated $80.2M sold.
Based on aggregated 13F filings for Q2 2023.