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Evercore
EVR

Overview Fund Activity

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$43.9M
2
BlackRock
2
BlackRock
New York
$335M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$380M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$77.1M
5
BG
5
Bahl & Gaynor
Ohio
$48.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$796K
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
Man Group
3
Man Group
United Kingdom
$11.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$12.1M
5
GIP
5
Granite Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
351
Private Trust Company
Ohio
$7K +$7K +76 New
HWMA
352
Heritage Wealth Management (Arizona)
Arizona
$6.27K – – –
LC
353
Lindbrook Capital
California
$6K +$1.06K +12 +21%
AAP
354
Arax Advisory Partners
Colorado
$5K -$357 -4 -7%
CHA
355
Carmichael Hill & Associates
Maryland
$5K – – –
TCM
356
Tradewinds Capital Management
Washington
$5K – – –
GFPC
357
Global Financial Private Client
Florida
$4.14K – – –
Bessemer Group
358
Bessemer Group
New Jersey
$4K -$19.5K -224 -83%
CTC
359
Central Trust Company
Missouri
$3K -$4.59K -52 -60%
STCOSD
360
Sageworth Trust Company of South Dakota
South Dakota
$3K -$4.55K -47 -60%
CWP
361
Concord Wealth Partners
Virginia
$3K – – –
SPIA
362
Steward Partners Investment Advisory
New York
$3K +$486 +6 +19%
AF
363
Allworth Financial
California
$3K +$833 +10 +38%
JWA
364
JFS Wealth Advisors
Pennsylvania
$3K +$1.42K +17 +89%
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$2.35K +$1.18K +12,020 +102%
PMFA
366
Plante Moran Financial Advisors
Michigan
$2K – – –
FRA
367
Front Row Advisors
California
$2K – – –
BAM
368
Bellevue Asset Management
Washington
$2K – – –
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$2K – – –
ACM
370
AUA Capital Management
Pennsylvania
$2K +$316 +3 +19%
SC
371
Schubert & Co
Texas
$2K +$1.16K +11 +138%
MA
372
MCF Advisors
Kentucky
$2K +$2K +21 New
CFO
373
CVA Family Office
Colorado
$2K +$2K +25 New
LF
374
Lee Financial
Texas
$1K -$1.06K -17 -52%
GWS
375
Glassman Wealth Services
Virginia
$1K -$375 -3 -27%
13 14
15
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