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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 %
EP
426
Edgestream Partners
New Jersey
– -$218K -1,764 Closed
CAG
427
Csenge Advisory Group
Florida
– -$203K -1,642 Closed
JFG
428
Jefferies Financial Group
New York
– -$203K -1,641 Closed
CIC
429
Cornercap Investment Counsel
Georgia
– -$201K -1,630 Closed
ACM
430
Aquatic Capital Management
Illinois
– -$198K -1,600 Closed
TAIM
431
TD Ameritrade Investment Management
Nebraska
– -$152K -1,227 Closed
PI
432
PEAK6 Investments
Illinois
– -$119K -965 Closed
CMF
433
Counterpoint Mutual Funds
California
– -$104K -844 Closed
AP
434
Arlington Partners
Alabama
– -$86.4K -699 Closed
QL
435
Quarry LP
New York
– -$35.5K -287 Closed
FCA
436
FinTrust Capital Advisors
South Carolina
– -$31.1K -285 Closed
FGAM
437
Financial Gravity Asset Management
Texas
– -$1.62K -124 Closed
First Manhattan
438
First Manhattan
New York
– -$9.89K -80 Closed
CFO
439
CVA Family Office
Colorado
– -$4.94K -40 Closed
WTG
440
West Tower Group
Virginia
– -$4.45K -36 Closed
CPG
441
Cornerstone Planning Group
New Jersey
– -$4.08K -33 Closed
BWM
442
Baystate Wealth Management
Massachusetts
– -$3.36K -27 Closed
PMFA
443
Plante Moran Financial Advisors
Michigan
– -$2.72K -22 Closed
SF
444
Safeguard Financial
Wisconsin
– -$2K -20 Closed
CMBA
445
C.M. Bidwell & Associates
Hawaii
– -$2.23K -18 Closed
DI
446
Disciplined Investments
Oklahoma
– -$989 -8 Closed
HI
447
Harbour Investments
Wisconsin
– -$742 -6 Closed
2L
448
25 LLC
Missouri
– -$664 -5 Closed
14 15 16 17
18