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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 %
BAM
376
Bellevue Asset Management
Washington
$2.18K – – –
FRA
377
Front Row Advisors
California
$2K – – –
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$1.85K -$218 -2 -11%
GEA
379
Glen Eagle Advisors
New Jersey
$1.53K +$1.53K +14 New
MFT
380
Moisand Fitzgerald Tamayo
Florida
$1.53K +$1.53K +14 New
HI
381
Harbour Investments
Wisconsin
$1.42K +$545 +5 +63%
CS
382
Comerica Securities
Michigan
$1.42K +$1.42K +13 New
SIC
383
SJS Investment Consulting
Ohio
$1.31K +$654 +6 +100%
CCM
384
Copeland Capital Management
Pennsylvania
$1K -$36.7M -367,288 -100%
DI
385
Disciplined Investments
Oklahoma
$982 – – –
AF
386
Advisornet Financial
Minnesota
$982 +$982 +9 New
TAM
387
Tucker Asset Management
Colorado
$664 – – –
LF
388
Lee Financial
Texas
$654 -$3.38K -31 -84%
HS
389
Horan Securities
United States
$545 +$545 +5 New
TWP
390
TFO Wealth Partners
Ohio
$249 +$249 +1 New
GI
391
Gradient Investments
Minnesota
$218 – – –
SWA
392
Sutton Wealth Advisors
Florida
$218 +$218 +2 New
FGAM
393
Financial Gravity Asset Management
Texas
$186 +$186 +109 New
PA
394
PSI Advisors
Florida
$109 – – –
Marshall Wace
395
Marshall Wace
United Kingdom
– -$18.4M -223,472 Closed
Assenagon Asset Management
396
Assenagon Asset Management
Luxembourg
– -$17.1M -208,332 Closed
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
– -$14M -170,725 Closed
Allianz Asset Management
398
Allianz Asset Management
Germany
– -$4.93M -59,964 Closed
Holocene Advisors
399
Holocene Advisors
New York
– -$4.84M -58,798 Closed
TC
400
TwinBeech Capital
New York
– -$2.8M -34,080 Closed
14 15
16
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