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Evercore
EVR

Overview Fund Activity

394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.

Holders
394
Holders Change
+25
Holders Change %
+6.78%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
73
Increased
112
Reduced
152
Closed
43
Calls
$5.16M
Puts
$6.49M
Net Calls
-$1.33M
Net Calls Change
-$207K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$95M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$40.5M
3
Millennium Management
3
Millennium Management
New York
$105M
4
CCM
4
Channing Capital Management
Illinois
$30.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$68M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$32M 293,178 -19,546 -6%
CCM
27
Channing Capital Management
Illinois
$30.8M 282,650 +282,650 New
S2L
28
Sparta 24 Ltd
Israel
$30M 275,400 +275,400 New
BTW
29
Boston Trust Walden
Massachusetts
$28.8M 263,805 -2,505 -0.9%
AQR Capital Management
30
AQR Capital Management
Connecticut
$28.7M 264,317 -99,479 -27%
FCM
31
Frontier Capital Management
Massachusetts
$27.8M 254,493 -5,271 -2%
KHCM
32
Kettle Hill Capital Management
New York
$26.2M 240,241 +170,162 +243%
American Century Companies
33
American Century Companies
Missouri
$24.1M 220,598 +45,846 +26%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$22.7M 208,209 +208,209 New
Wellington Management Group
35
Wellington Management Group
Massachusetts
$22.3M 204,815 -102,908 -33%
Renaissance Technologies
36
Renaissance Technologies
New York
$21.5M 197,500 -188,500 -49%
UBS AM
37
UBS AM
Illinois
$20.7M 189,648 +196 +0.1%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$19.9M 182,617 +11,972 +7%
Invesco
39
Invesco
Georgia
$19.3M 177,263 +42,025 +31%
BCA
40
Bernzott Capital Advisors
California
$19.2M 175,847 -5,604 -3%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$19M 173,835 -2,888 -2%
NC
42
Nitorum Capital
New York
$18.9M 173,544 -139,967 -45%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$18.3M 167,557 -2,122 -1%
WCM
44
Wedge Capital Management
North Carolina
$17.9M 164,528 -18,023 -10%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$17.5M 160,560 +34,590 +27%
AI
46
Ariel Investments
Illinois
$16.8M 154,111 -29,955 -16%
BCM
47
Basswood Capital Management
New York
$16.8M 154,048 +51,159 +50%
RRAM
48
River Road Asset Management
Kentucky
$16.4M 150,645 +150,645 New
Wells Fargo
49
Wells Fargo
California
$16.3M 149,642 -24 -0%
Macquarie Group
50
Macquarie Group
Australia
$15.5M 141,675 -9,773 -6%
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