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Evercore
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Overview Fund Activity

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
5
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
S2L
2
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
26
Boston Trust Walden
Massachusetts
$34.8M +$1.02M +8,241 +3%
First Trust Advisors
27
First Trust Advisors
Illinois
$34.8M -$8.64M -69,877 -20%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$34.5M +$386K +3,122 +1%
Northern Trust
29
Northern Trust
Illinois
$34.5M -$1.94M -15,690 -5%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$33.6M -$3.91M -31,673 -10%
ProShare Advisors
31
ProShare Advisors
Maryland
$32.2M -$1.78M -14,406 -5%
SI
32
Scout Investments
Missouri
$31.5M -$576K -4,218 -2%
FCM
33
Frontier Capital Management
Massachusetts
$30.8M -$447K -3,617 -1%
Charles Schwab
34
Charles Schwab
California
$28.6M +$144K +1,165 +0.5%
Renaissance Technologies
35
Renaissance Technologies
New York
$26.4M +$8.56M +69,300 +48%
NC
36
Nitorum Capital
New York
$24.7M -$1.11K -9 -0%
Macquarie Group
37
Macquarie Group
Australia
$24.1M +$3.55M +28,711 +17%
EIP
38
Epoch Investment Partners
New York
$23.9M +$10.9M +88,378 +84%
SO
39
STRS Ohio
Ohio
$23.4M -$1.85M -14,952 -7%
GT
40
Glenmede Trust
Pennsylvania
$20.5M +$25.1K +217 +0.1%
Goldman Sachs
41
Goldman Sachs
New York
$20M -$4.7M -38,021 -19%
AI
42
Ariel Investments
Illinois
$19.9M +$610K +4,934 +3%
BCM
43
Basswood Capital Management
New York
$18.3M +$4.51M +36,491 +33%
Millennium Management
44
Millennium Management
New York
$17.4M -$86.2M -697,344 -83%
Principal Financial Group
45
Principal Financial Group
Iowa
$16.4M -$1.12M -9,028 -6%
SSA
46
Schonfeld Strategic Advisors
New York
$16.2M +$16.2M +131,435 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$16.2M +$876K +7,086 +6%
UBS AM
48
UBS AM
Illinois
$16.1M – – –
Ameriprise
49
Ameriprise
Minnesota
$15.9M -$2.91M -23,506 -15%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$15.4M -$315K -2,547 -2%
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