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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 %
DTL
426
Dynamic Technology Lab
Singapore
– -$511K -4,428 Closed
JCIA
427
Jackson Creek Investment Advisors
Colorado
– -$476K -4,128 Closed
IAN
428
Integrated Advisors Network
Texas
– -$442K -3,833 Closed
AI
429
AdvisorShares Investments
Maryland
– -$434K -3,759 Closed
Mercer Global Advisors
430
Mercer Global Advisors
Colorado
– -$406K -3,523 Closed
VRS
431
Virginia Retirement Systems
Virginia
– -$381K -3,300 Closed
SGI
432
Summit Global Investments
Utah
– -$369K -3,201 Closed
TC
433
TwinBeech Capital
New York
– -$353K -3,063 Closed
GCM
434
Graham Capital Management
Connecticut
– -$341K -2,955 Closed
NRD
435
Nebula Research & Development
New York
– -$320K -2,776 Closed
Allianz Asset Management
436
Allianz Asset Management
Germany
– -$302K -2,614 Closed
LG
437
Leuthold Group
Minnesota
– -$271K -2,347 Closed
BAM
438
Belpointe Asset Management
Nevada
– -$227K -1,967 Closed
DA
439
Duality Advisers
Florida
– -$217K -1,884 Closed
PCMC
440
Paragon Capital Management (Colorado)
Colorado
– -$217K -1,877 Closed
FBT
441
First Bank & Trust
South Dakota
– -$206K -1,787 Closed
KI
442
Kapitalo Investimentos
Brazil
– -$202K -1,750 Closed
CFB
443
Cullen/Frost Bankers
Texas
– -$115K -1,000 Closed
FCA
444
Fortis Capital Advisors
Kansas
– -$84.3K -731 Closed
VFA
445
Virtus Fund Advisers
Connecticut
– -$54.9K -476 Closed
HFM
446
Harvest Fund Management
China
– -$40K -351 Closed
Lazard Asset Management
447
Lazard Asset Management
New York
– -$36K -318 Closed
TCWA
448
Ten Capital Wealth Advisors
Washington
– -$31.7K -275 Closed
TWA
449
TCI Wealth Advisors
Arizona
– -$27.6K -239 Closed
CA
450
Clearstead Advisors
Ohio
– -$21.8K -189 Closed
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