Evercore
396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.
11% more capital invested
Capital invested by funds: $4.14B → $4.59B (+$444M)
9% more call options, than puts
Call options by funds: $12M | Put options by funds: $11.1M
0.18% more ownership
Funds ownership: 87.34% → 87.53% (+0.18%)
0% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 53
1% less funds holding
Funds holding: 399 → 396 (-3)
26% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$121M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$19.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$17.6M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$44.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44.2M |
| 3 |
JP Morgan Chase
New York
|
-$28.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.9M |
| 5 |
Renaissance Technologies
New York
|
-$19.9M |
EVR Hedge Fund Activity: Q3 2023 in Review
396 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2023, worth a combined $4.59B — up 11% from $4.14B a quarter earlier.
Fund positioning in EVR was balanced in Q3 2023: 53 funds opened new positions, 53 closed out, 125 added to existing stakes and 168 trimmed.
The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $44.5M.
- 396 institutional investors held Evercore (EVR) as of Q3 2023, down from 399 in Q2 2023.
- Funds reported $4.59B of Evercore stock for Q3 2023, up 11% quarter-over-quarter.
- 53 funds opened new Evercore positions in Q3 2023 and 53 closed out, a net change of 0 holders.
- The largest Evercore buyer in Q3 2023 was Millennium Management, an estimated $121M added.
- The largest Evercore seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $44.5M sold.
Based on aggregated 13F filings for Q3 2023.