Evercore
EVR
419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.
73% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 41
8% more capital invested
Capital invested by funds: $3.49B → $3.76B (+$267M)
6% more funds holding
Funds holding: 394 → 419 (+25)
1% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 139
0.1% more ownership
Funds ownership: 84.54% → 84.63% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
30% less call options, than puts
Call options by funds: $5.54M | Put options by funds: $7.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$33.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.3M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$29.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$70.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$46.1M |
| 3 |
Goldman Sachs
New York
|
-$42.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$17.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPCL
451
My Personal CFO LLC
Vancouver,
Washington
| – | -$6.33K | -58 | Closed |
|
|
ACM
452
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$3.49K | -32 | Closed |
|
|
MWC
453
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$3K | -26 | Closed |
|
454
Creative Planning
Overland Park,
Kansas
| – | -$2.29K | -21 | Closed |
|
|
GEA
455
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$1.53K | -14 | Closed |
|
|
CS
456
Comerica Securities
Detroit,
Michigan
| – | -$1.42K | -13 | Closed |
|
|
HI
457
Harbour Investments
Madison,
Wisconsin
| – | -$1.42K | -13 | Closed |
|
|
CCM
458
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$1K | -10 | Closed |
|
|
HS
459
Horan Securities
Cincinnati,
United States
| – | -$545 | -5 | Closed |
|
|
SWA
460
Sutton Wealth Advisors
Tampa,
Florida
| – | -$218 | -2 | Closed |
|
EVR Hedge Fund Activity: Q1 2023 in Review
419 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q1 2023, worth a combined $3.76B — up 7.7% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EVR positions and 41 closed out — a net gain of 30 holders — while 140 added to existing stakes and 139 trimmed.
The largest buyer was ProShare Advisors, adding an estimated $33.9M. The largest seller was Charles Schwab, cutting an estimated $70.1M.
- 419 institutional investors held Evercore (EVR) as of Q1 2023, up from 394 in Q4 2022.
- Funds reported $3.76B of Evercore stock for Q1 2023, up 7.7% quarter-over-quarter.
- 71 funds opened new Evercore positions in Q1 2023 and 41 closed out, a net change of +30 holders.
- The largest Evercore buyer in Q1 2023 was ProShare Advisors, an estimated $33.9M added.
- The largest Evercore seller in Q1 2023 was Charles Schwab, an estimated $70.1M sold.
Based on aggregated 13F filings for Q1 2023.