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Evercore
EVR

Overview Fund Activity

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$43.9M
2
BlackRock
2
BlackRock
New York
$335M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$380M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$77.1M
5
BG
5
Bahl & Gaynor
Ohio
$48.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$796K
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
Man Group
3
Man Group
United Kingdom
$11.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$12.1M
5
GIP
5
Granite Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$29.8M -$2.76M -29,532 -8%
AQR Capital Management
27
AQR Capital Management
Connecticut
$28.1M +$850K +9,151 +3%
Holocene Advisors
28
Holocene Advisors
New York
$27.1M +$1.27M +13,563 +5%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$26.9M +$4.99M +53,268 +23%
BTW
30
Boston Trust Walden
Massachusetts
$24.2M +$411K +4,391 +2%
FCM
31
Frontier Capital Management
Massachusetts
$22.6M +$3.37K +36 +0%
CCMG
32
Clark Capital Management Group
Pennsylvania
$21.8M +$1.02M +10,943 +5%
PAM
33
Panagora Asset Management
Massachusetts
$21.3M +$6.98M +74,617 +49%
American Century Companies
34
American Century Companies
Missouri
$20.6M +$11.3M +120,711 +122%
BCA
35
Bernzott Capital Advisors
California
$19.6M +$13.2K +141 +0.1%
UBS AM
36
UBS AM
Illinois
$19.6M +$713K +7,619 +4%
TCM
37
TimesSquare Capital Management
New York
$18.9M -$12.4M -132,100 -40%
WCM
38
Wedge Capital Management
North Carolina
$17.7M +$123K +1,317 +0.7%
AI
39
Ariel Investments
Illinois
$17.7M -$2.25M -24,030 -11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17.3M -$1.6M -17,055 -8%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$16.7M +$637K +6,801 +4%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$16.7M -$5.17M -55,232 -24%
Ameriprise
43
Ameriprise
Minnesota
$16.2M -$805K -8,605 -5%
Wells Fargo
44
Wells Fargo
California
$16M -$9.72M -103,830 -38%
Marshall Wace
45
Marshall Wace
United Kingdom
$15.4M -$2.38M -25,460 -13%
Principal Financial Group
46
Principal Financial Group
Iowa
$14.9M +$909K +9,710 +6%
Invesco
47
Invesco
Georgia
$14.6M -$10.2M -109,486 -41%
GT
48
Glenmede Trust
Pennsylvania
$14.2M -$1.83M -19,524 -11%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$13.8M -$4.57M -47,945 -25%
Macquarie Group
50
Macquarie Group
Australia
$13.7M +$27K +288 +0.2%
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