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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 %
NA
401
Navellier & Associates
Nevada
– -$451K -4,047 Closed
LAM
402
Lingohr Asset Management
Germany
– -$442K -3,975 Closed
TC
403
TownSquare Capital
Utah
– -$422K -3,795 Closed
CC
404
Corton Capital
Ontario, Canada
– -$361K -3,244 Closed
RWM
405
Ritholtz Wealth Management
New York
– -$354K -3,183 Closed
AWM
406
AE Wealth Management
Kansas
– -$344K -3,091 Closed
XT
407
XTX Topco
Cayman Islands
– -$343K -3,084 Closed
JF
408
Jump Financial
Illinois
– -$341K -3,062 Closed
VI
409
Versor Investments
New York
– -$310K -2,789 Closed
JCIA
410
Jackson Creek Investment Advisors
Colorado
– -$281K -2,524 Closed
RC
411
RegentAtlantic Capital
New Jersey
– -$272K -2,447 Closed
CANY
412
Caxton Associates (New York)
New York
– -$267K -2,394 Closed
IC
413
Intersect Capital
California
– -$266K -2,391 Closed
AG
414
Algert Global
California
– -$258K -2,319 Closed
DU
415
Delphia (USA)
Ontario, Canada
– -$254K -2,280 Closed
DAS
416
Dynamic Advisor Solutions
Arizona
– -$238K -2,140 Closed
SCM
417
Shelton Capital Management
Colorado
– -$234K -2,101 Closed
RHJA
418
Rice Hall James & Associates
California
– -$231K -2,074 Closed
QT
419
Quantbot Technologies
New York
– -$229K -2,063 Closed
URS
420
Utah Retirement Systems
Utah
– -$223K -2,000 Closed
OR
421
Olympiad Research
Connecticut
– -$223K -2,000 Closed
ISL
422
Ingalls & Snyder LLC
New York
– -$218K -1,957 Closed
JSW
423
Journey Strategic Wealth
New Jersey
– -$213K -1,915 Closed
GCM
424
Graham Capital Management
Connecticut
– -$209K -1,884 Closed
KPWS
425
Kestra Private Wealth Services
Texas
– -$208K -1,872 Closed
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17
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