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Evercore
EVR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$143M
2
Invesco
2
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
4
American Century Companies
Missouri
$69.5M
5
SI
5
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
351
SignatureFD
Georgia
$17.5K +$6.48K +47 +59%
FFA
352
Farther Finance Advisors
California
$17.1K +$2.9K +21 +20%
UB
353
UMB Bank
Missouri
$16.3K – – –
Bessemer Group
354
Bessemer Group
New Jersey
$16K +$12.2K +90 +321%
BBHC
355
Brown Brothers Harriman & Co
New York
$15.4K – – –
BIA
356
Bell Investment Advisors
California
$15.2K -$827 -6 -5%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$14.8K +$965 +7 +7%
MA
358
MCF Advisors
Kentucky
$13.1K -$2.9K -21 -18%
QC
359
Quent Capital
New York
$12.4K +$3.87K +28 +45%
CFGS
360
Concourse Financial Group Securities
Alabama
$12K -$965 -7 -7%
DSC
361
Duncker Streett & Co
Missouri
$11.3K – – –
NA
362
NewEdge Advisors
Louisiana
$10.9K +$10.2K +74 +1,480%
LFA
363
LGT Financial Advisors
Texas
$10.9K +$10.9K +79 New
SIC
364
Salem Investment Counselors
North Carolina
$10.3K – – –
RFG
365
RFP Financial Group
Georgia
$8.96K – – –
TCM
366
Tradewinds Capital Management
Washington
$7.58K – – –
CA
367
Clearstead Advisors
Ohio
$7.17K +$7.17K +52 New
MCM
368
Manchester Capital Management
Vermont
$6.76K – – –
CHA
369
Carmichael Hill & Associates
Maryland
$6.76K – – –
GFPC
370
Global Financial Private Client
Florida
$5.91K – – –
GIA
371
GHP Investment Advisors
Colorado
$5.9K – – –
VWM
372
Venturi Wealth Management
Texas
$5.24K +$2.21K +16 +73%
MIM
373
Macroview Investment Management
Maryland
$4.67K +$4.67K +34 New
LF
374
Lee Financial
Texas
$4.55K – – –
SFG
375
Steward Financial Group
Texas
$4K +$4K +31 New
13 14
15
16 17