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Evercore
EVR

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 %
Citadel Advisors
401
Citadel Advisors
Florida
– -$7.67M -62,063 Closed
BC
402
Brookfield Corp
Ontario, Canada
– -$2.9M -23,484 Closed
E
403
Ergoteles
New York
– -$1.82M -14,727 Closed
VIA
404
Vident Investment Advisory
Georgia
– -$1.69M -13,713 Closed
TG
405
TCW Group
California
– -$1.69M -13,679 Closed
KWM
406
Kingsview Wealth Management
Oregon
– -$1.15M -9,272 Closed
Marshall Wace
407
Marshall Wace
United Kingdom
– -$1.11M -9,009 Closed
CCM
408
Cinctive Capital Management
New York
– -$1.11M -8,966 Closed
Asset Management One
409
Asset Management One
Japan
– -$1.09M -8,844 Closed
DS
410
DRW Securities
Illinois
– -$1.05M -8,500 Closed
Los Angeles Capital Management
411
Los Angeles Capital Management
California
– -$792K -6,410 Closed
GC
412
Globeflex Capital
California
– -$784K -6,342 Closed
CIA
413
Capital Impact Advisors
Massachusetts
– -$530K -4,288 Closed
HIM
414
Hillsdale Investment Management
Ontario, Canada
– -$494K -3,995 Closed
AG
415
AIA Group
Hong Kong
– -$474K -3,835 Closed
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
– -$450K -3,641 Closed
DF
417
Donoghue Forlines
Massachusetts
– -$439K -3,549 Closed
LTI
418
Laffer Tengler Investments
Tennessee
– -$419K -3,388 Closed
CC
419
Centiva Capital
New York
– -$379K -3,069 Closed
DCM
420
Dupont Capital Management
Delaware
– -$366K -2,961 Closed
TCM
421
Teza Capital Management
Illinois
– -$350K -2,833 Closed
Verition Fund Management
422
Verition Fund Management
Connecticut
– -$318K -2,571 Closed
FC
423
FORA Capital
Florida
– -$252K -2,043 Closed
MFS
424
Mirabella Financial Services
United Kingdom
– -$242K -1,955 Closed
CM
425
Capula Management
Cayman Islands
– -$222K -1,800 Closed
14 15 16
17
18