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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 %
Balyasny Asset Management
401
Balyasny Asset Management
Illinois
– -$15.7M -135,657 Closed
Point72 Asset Management
402
Point72 Asset Management
Connecticut
– -$13.2M -114,401 Closed
Neuberger Berman Group
403
Neuberger Berman Group
New York
– -$10.8M -93,708 Closed
CSS
404
Cubist Systematic Strategies
Connecticut
– -$7.91M -68,521 Closed
HF
405
HRT Financial
New York
– -$4.2M -36,398 Closed
MIIM
406
Mesirow Institutional Investment Management
Illinois
– -$3M -25,965 Closed
CG
407
Castellan Group
Kentucky
– -$2.83M -24,495 Closed
Voloridge Investment Management
408
Voloridge Investment Management
Florida
– -$2.6M -22,557 Closed
D.E. Shaw & Co
409
D.E. Shaw & Co
New York
– -$2.29M -19,853 Closed
Aviva
410
Aviva
United Kingdom
– -$1.65M -14,323 Closed
RIM
411
Redwood Investment Management
Arizona
– -$1.54M -13,384 Closed
CIBC World Market
412
CIBC World Market
Ontario, Canada
– -$1.43M -12,413 Closed
BCM
413
BlueCrest Capital Management
Jersey
– -$1.4M -12,153 Closed
YIH
414
Y-Intercept (HK)
Hong Kong
– -$1.34M -11,617 Closed
BCM
415
Bayesian Capital Management
New York
– -$1.31M -11,376 Closed
VFO
416
Virtus Family Office
Texas
– -$1.31M -11,352 Closed
MF
417
Magnetar Financial
Illinois
– -$1.26M -10,920 Closed
JF
418
Jump Financial
Illinois
– -$1.11M -9,602 Closed
PRS
419
Pinkerton Retirement Specialists
Idaho
– -$801K -6,944 Closed
ECM
420
ExodusPoint Capital Management
New York
– -$700K -6,064 Closed
Amundi
421
Amundi
France
– -$671K -5,924 Closed
ACM
422
Acrisure Capital Management
Texas
– -$644K -5,580 Closed
EGM
423
Engineers Gate Manager
New York
– -$589K -5,107 Closed
OTL
424
Oak Thistle LLC
New York
– -$565K -4,899 Closed
CC
425
Cipher Capital
New York
– -$545K -4,724 Closed
15 16
17
18 19