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Evercore
EVR

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

11% more capital invested

Capital invested by funds: $4.14B → $4.59B (+$444M)

9% more call options, than puts

Call options by funds: $12M | Put options by funds: $11.1M

0.18% more ownership

Funds ownership: 87.34% → 87.53% (+0.18%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 399 → 396 (-3)

26% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 168

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.28%
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
Millennium Management
New York
+$121M
2
Invesco
Invesco
Georgia
+$19.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18M
4
American Century Companies
American Century Companies
Missouri
+$17.6M
5
SI
Scout Investments
Missouri
+$15M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$44.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$44.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
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
– -$131K -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
FMP
449
Financial Management Professionals
Texas
– +$271 +2 New
14 15 16 17
18

EVR Hedge Fund Activity: Q3 2023 in Review

396 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2023, worth a combined $4.59B — up 11% from $4.14B a quarter earlier.

Fund positioning in EVR was balanced in Q3 2023: 53 funds opened new positions, 53 closed out, 125 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $44.5M.

  • 396 institutional investors held Evercore (EVR) as of Q3 2023, down from 399 in Q2 2023.
  • Funds reported $4.59B of Evercore stock for Q3 2023, up 11% quarter-over-quarter.
  • 53 funds opened new Evercore positions in Q3 2023 and 53 closed out, a net change of 0 holders.
  • The largest Evercore buyer in Q3 2023 was Millennium Management, an estimated $121M added.
  • The largest Evercore seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.