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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 %
LFG
351
Larson Financial Group
Missouri
$9.67K +$109 +1 +1%
First Manhattan
352
First Manhattan
New York
$8.73K +$8.73K +80 New
MCM
353
Manchester Capital Management
Vermont
$8.29K +$4.8K +44 +138%
SIC
354
Salem Investment Counselors
North Carolina
$8.18K – – –
RFG
355
RFP Financial Group
Georgia
$7.09K +$7.09K +65 New
QC
356
Quent Capital
New York
$6.73K -$33.8K -306 -83%
BWL
357
Bogart Wealth LLC
Virginia
$6.33K +$6.33K +58 New
MPCL
358
My Personal CFO LLC
Washington
$6.33K +$6.33K +58 New
TCM
359
Tradewinds Capital Management
Washington
$6K – – –
CHA
360
Carmichael Hill & Associates
Maryland
$5.35K – – –
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.5K -15 -23%
GFPC
362
Global Financial Private Client
Florida
$4.8K – – –
CFO
363
CVA Family Office
Colorado
$4.36K – – –
ASN
364
Advisory Services Network
Georgia
$4.36K +$4.36K +40 New
CPG
365
Cornerstone Planning Group
New Jersey
$4.06K +$4.06K +33 New
CTC
366
Central Trust Company
Missouri
$3.71K – – –
ACM
367
AUA Capital Management
Pennsylvania
$3.49K +$1.42K +13 +68%
GWS
368
Glassman Wealth Services
Virginia
$3.05K -$764 -7 -20%
MWC
369
MBM Wealth Consultants
Missouri
$3K +$3K +26 New
SC
370
Schubert & Co
Texas
$2.95K +$218 +2 +8%
PMFA
371
Plante Moran Financial Advisors
Michigan
$2.4K – – –
MA
372
MCF Advisors
Kentucky
$2.29K – – –
PWMG
373
Prestige Wealth Management Group
New Jersey
$2.29K – – –
Creative Planning
374
Creative Planning
Kansas
$2.29K +$2.29K +21 New
JWA
375
JFS Wealth Advisors
Pennsylvania
$2.18K +$655 +6 +43%
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15
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