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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 %
CAL
376
Capital Advisors Ltd
Ohio
$1K +$1K +6 New
AF
377
Advisornet Financial
Minnesota
$1K +$1K +7 New
HI
378
Harbour Investments
Wisconsin
$1K +$1K +8 New
MF
379
Magnetar Financial
Illinois
$598 +$20 +209 +3%
Voloridge Investment Management
380
Voloridge Investment Management
Florida
– -$21.2M -190,812 Closed
GIP
381
Granite Investment Partners
California
– -$16.5M -148,291 Closed
SI
382
Scout Investments
Missouri
– -$12.9M -115,583 Closed
VWM
383
Venturi Wealth Management
Texas
– -$8.5M -76,361 Closed
Massachusetts Financial Services
384
Massachusetts Financial Services
Massachusetts
– -$7.7M -69,179 Closed
BC
385
Brookfield Corp
Ontario, Canada
– -$6.79M -61,014 Closed
NW
386
NewEdge Wealth
Pennsylvania
– -$6.27M -56,343 Closed
PI
387
Putnam Investments
Massachusetts
– -$3.91M -35,087 Closed
ZIM
388
Zacks Investment Management
Illinois
– -$2.51M -22,554 Closed
FLPIM
389
F.L. Putnam Investment Management
Massachusetts
– -$1.51M -13,557 Closed
WAM
390
Weiss Asset Management
Massachusetts
– -$1.26M -11,338 Closed
OSIA
391
O'Shares Investment Advisers
Massachusetts
– -$1.21M -10,830 Closed
HIIFS
392
Harel Insurance Investments & Financial Services
Israel
– -$1.11M -10,000 Closed
Squarepoint
393
Squarepoint
New York
– -$980K -8,800 Closed
N
394
Natixis
France
– -$968K -8,700 Closed
Baird Financial Group
395
Baird Financial Group
Wisconsin
– -$963K -8,648 Closed
PP
396
Paloma Partners
Connecticut
– -$890K -7,996 Closed
MBT
397
Montecito Bank & Trust
California
– -$597K -5,356 Closed
OAM
398
Origin Asset Management
United Kingdom
– -$470K -4,224 Closed
CCM
399
Compton Capital Management
Rhode Island
– -$468K -4,200 Closed
HIM
400
Hillsdale Investment Management
Ontario, Canada
– -$465K -4,180 Closed
14 15
16
17 18