EVR icon

Evercore
EVR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
5
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
S2L
2
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
351
UMB Bank
Missouri
$14.6K – – –
BIA
352
Bell Investment Advisors
California
$14.3K -$247 -2 -2%
MA
353
MCF Advisors
Kentucky
$14.3K +$11.7K +95 +452%
BBHC
354
Brown Brothers Harriman & Co
New York
$13.8K – – –
FFA
355
Farther Finance Advisors
California
$12.7K – – –
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$12.4K -$494 -4 -4%
CFGS
357
Concourse Financial Group Securities
Alabama
$11.6K -$10K -81 -46%
DSC
358
Duncker Streett & Co
Missouri
$10.1K – – –
S
359
SignatureFD
Georgia
$9.89K -$494 -4 -5%
First Manhattan
360
First Manhattan
New York
$9.89K – – –
SIC
361
Salem Investment Counselors
North Carolina
$9.27K – – –
RFG
362
RFP Financial Group
Georgia
$8.03K – – –
QC
363
Quent Capital
New York
$7.66K – – –
TCM
364
Tradewinds Capital Management
Washington
$6.8K – – –
CWC
365
Carolinas Wealth Consulting
North Carolina
$6.6K -$7.85K -63 -54%
GIA
366
GHP Investment Advisors
Colorado
$6.22K +$6.22K +45 New
MCM
367
Manchester Capital Management
Vermont
$6.06K -$3.34K -27 -36%
CHA
368
Carmichael Hill & Associates
Maryland
$6.06K – – –
GFPC
369
Global Financial Private Client
Florida
$5.48K – – –
CFO
370
CVA Family Office
Colorado
$4.94K – – –
WTG
371
West Tower Group
Virginia
$4.45K +$4.45K +36 New
CTC
372
Central Trust Company
Missouri
$4.2K – – –
LF
373
Lee Financial
Texas
$4.08K – – –
CPG
374
Cornerstone Planning Group
New Jersey
$4.08K +$4.08K +33 New
IA
375
IFP Advisors
Florida
$3.71K -$1.36K -11 -27%
13 14
15
16 17