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Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
$31.7M
2
Invesco
Invesco
Georgia
$51.4M
3
SI
Scout Investments
Missouri
$27.1M
4
SO
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
401
Prestige Wealth Management Group
New Jersey
$2.42K – – –
BFPW
402
BOK Financial Private Wealth
Colorado
$2.42K +$2.42K +21 New
BAM
403
Bellevue Asset Management
Washington
$2.31K – – –
CMBA
404
C.M. Bidwell & Associates
Hawaii
$2.08K +$2.08K +18 New
FRA
405
Front Row Advisors
California
$2K – – –
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
SIC
407
SJS Investment Consulting
Ohio
$1.62K +$231 +2 +17%
MFT
408
Moisand Fitzgerald Tamayo
Florida
$1.62K – – –
AAS
409
Ameritas Advisory Services
Nebraska
$1.42K +$1.42K +12 New
AF
410
Advisornet Financial
Minnesota
$1.27K +$231 +2 +22%
SIS
411
Sound Income Strategies
Florida
$1.15K +$1.15K +10 New
DI
412
Disciplined Investments
Oklahoma
$1.04K – – –
NA
413
NewEdge Advisors
Louisiana
$602 -$38.8K -322 -98%
TAM
414
Tucker Asset Management
Colorado
$577 -$115 -1 -17%
GI
415
Gradient Investments
Minnesota
$231 – – –
TWP
416
TFO Wealth Partners
Ohio
$231 +$116 +1 +100%
HI
417
Horizon Investments
North Carolina
$231 +$231 +2 New
Commonwealth Equity Services
418
Commonwealth Equity Services
Massachusetts
$228 -$260 -2,261 -53%
PA
419
PSI Advisors
Florida
$115 – – –
FGAM
420
Financial Gravity Asset Management
Texas
$1 – +6 +6%
RRAM
421
River Road Asset Management
Kentucky
– -$16.4M -150,645 Closed
PAM
422
Panagora Asset Management
Massachusetts
– -$12.7M -116,760 Closed
LP
423
LMR Partners
United Kingdom
– -$8.89M -81,488 Closed
IP
424
Interval Partners
New York
– -$2.55M -23,413 Closed
MFS
425
Mirabella Financial Services
United Kingdom
– -$1.55M -14,233 Closed
15 16
17
18 19