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Evercore
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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 %
JWA
376
JFS Wealth Advisors
Pennsylvania
$4K +$827 +6 +26%
GWS
377
Glassman Wealth Services
Virginia
$3.86K – – –
Mitsubishi UFJ Asset Management
378
Mitsubishi UFJ Asset Management
Japan
$3.72K +$3.72K +27 New
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$3.03K +$3.03K +22 New
PWMG
380
Prestige Wealth Management Group
New Jersey
$2.9K – – –
CTC
381
Central Trust Company
Missouri
$2.76K -$1.93K -14 -41%
BAM
382
Bellevue Asset Management
Washington
$2.76K – – –
FRA
383
Front Row Advisors
California
$2.34K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$2.21K -$138 -1 -6%
MFT
385
Moisand Fitzgerald Tamayo
Florida
$1.93K – – –
SIC
386
SJS Investment Consulting
Ohio
$1.93K +$138 +1 +8%
IA
387
IFP Advisors
Florida
$1.66K -$2.48K -18 -60%
SIS
388
Sound Income Strategies
Florida
$1.38K – – –
CWC
389
Carolinas Wealth Consulting
North Carolina
$1.04K -$5.86K -45 -85%
CAM
390
ClariVest Asset Management
California
$1K -$746K -5,968 -100%
CAL
391
Capital Analysts LLC
Pennsylvania
$1K +$1K +6 New
WT
392
Whittier Trust
California
$965 +$965 +7 New
TAM
393
Tucker Asset Management
Colorado
$689 – – –
HI
394
Horizon Investments
North Carolina
$276 +$276 +2 New
TWP
395
TFO Wealth Partners
Ohio
$247 – – –
PA
396
PSI Advisors
Florida
$138 – – –
SSA
397
Schonfeld Strategic Advisors
New York
– -$16.2M -131,435 Closed
LP
398
LMR Partners
United Kingdom
– -$15.2M -123,037 Closed
KHCM
399
Kettle Hill Capital Management
New York
– -$13.5M -108,962 Closed
SCM
400
Suvretta Capital Management
New York
– -$8.78M -71,051 Closed
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16
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