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Evercore
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Overview Fund Activity

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.

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
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
1
Millennium Management
New York
$143M
2
Invesco
2
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
4
American Century Companies
Missouri
$69.5M
5
SI
5
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.24M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Paralel Advisors
Colorado
$41.4M 300,000 – –
EIP
27
Epoch Investment Partners
New York
$38.6M 280,148 +86,909 +45%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$38.3M 277,511 -1,408 -0.5%
Northern Trust
29
Northern Trust
Illinois
$37.5M 271,613 -7,246 -3%
ProShare Advisors
30
ProShare Advisors
Maryland
$34.8M 252,337 -8,197 -3%
Charles Schwab
31
Charles Schwab
California
$34.4M 249,767 +18,510 +8%
FCM
32
Frontier Capital Management
Massachusetts
$34.2M 248,291 -988 -0.4%
First Trust Advisors
33
First Trust Advisors
Illinois
$34.2M 248,127 -33,323 -12%
CCMG
34
Clark Capital Management Group
Pennsylvania
$33.2M 240,883 -81,533 -25%
Bank of America
35
Bank of America
North Carolina
$31.6M 228,982 -88,265 -28%
SO
36
STRS Ohio
Ohio
$29.7M 215,443 +26,191 +14%
DCM
37
Driehaus Capital Management
Illinois
$29M 210,258 +98,541 +88%
Macquarie Group
38
Macquarie Group
Australia
$27M 195,885 +794 +0.4%
NC
39
Nitorum Capital
New York
$23.9M 173,479 -26,355 -13%
AI
40
Ariel Investments
Illinois
$22.7M 164,835 +3,479 +2%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$22.2M 160,992 -154,109 -49%
Goldman Sachs
42
Goldman Sachs
New York
$20.1M 146,121 -16,101 -10%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$20M 145,252 +14,027 +11%
GT
44
Glenmede Trust
Pennsylvania
$19.1M 138,474 -38,650 -22%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$18.3M 132,757 +132,757 New
Principal Financial Group
46
Principal Financial Group
Iowa
$17.7M 128,651 -3,845 -3%
BCM
47
Basswood Capital Management
New York
$17.4M 125,971 -21,705 -15%
WCM Investment Management
48
WCM Investment Management
California
$17M 123,635 +3,309 +3%
UBS AM
49
UBS AM
Illinois
$17M 123,618 -15,672 -11%
Ameriprise
50
Ameriprise
Minnesota
$16.9M 122,468 -6,302 -5%
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