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 %
GWS
376
Glassman Wealth Services
Virginia
$3.46K – – –
BWM
377
Baystate Wealth Management
Massachusetts
$3.36K – – –
Bessemer Group
378
Bessemer Group
New Jersey
$3K +$3K +28 New
JWA
379
JFS Wealth Advisors
Pennsylvania
$2.84K -$618 -5 -18%
FCAG
380
First Capital Advisors Group
New Jersey
$2.84K +$2.84K +23 New
PMFA
381
Plante Moran Financial Advisors
Michigan
$2.72K – – –
VWM
382
Venturi Wealth Management
Texas
$2.72K – – –
PWMG
383
Prestige Wealth Management Group
New Jersey
$2.6K – – –
BAM
384
Bellevue Asset Management
Washington
$2.47K – – –
CMBA
385
C.M. Bidwell & Associates
Hawaii
$2.23K – – –
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.1K – – –
FRA
387
Front Row Advisors
California
$2K – – –
SF
388
Safeguard Financial
Wisconsin
$2K +$2K +20 New
MFT
389
Moisand Fitzgerald Tamayo
Florida
$1.73K – – –
FGAM
390
Financial Gravity Asset Management
Texas
$1.62K +$117 +9 +8%
SIC
391
SJS Investment Consulting
Ohio
$1.61K -$124 -1 -7%
SIS
392
Sound Income Strategies
Florida
$1.24K – – –
DI
393
Disciplined Investments
Oklahoma
$989 -$124 -1 -11%
HI
394
Harbour Investments
Wisconsin
$742 +$742 +6 New
2L
395
25 LLC
Missouri
$664 +$664 +5 New
NA
396
NewEdge Advisors
Louisiana
$649 – – –
TAM
397
Tucker Asset Management
Colorado
$618 – – –
TWP
398
TFO Wealth Partners
Ohio
$247 – – –
PA
399
PSI Advisors
Florida
$124 – – –
S2L
400
Sparta 24 Ltd
Israel
– -$28.3M -245,400 Closed
14 15
16
17 18