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Evercore
EVR

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.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.14B → $4.59B (+$444M)

9% more call options, than puts

Call options by funds: $12M | Put options by funds: $11.1M

0.18% more ownership

Funds ownership: 87.34% → 87.53% (+0.18%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 399 → 396 (-3)

26% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 168

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.28%
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
Millennium Management
New York
+$121M
2
Invesco
Invesco
Georgia
+$19.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18M
4
American Century Companies
American Century Companies
Missouri
+$17.6M
5
SI
Scout Investments
Missouri
+$15M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$44.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$44.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Paralel Advisors
Colorado
$41.4M – – –
EIP
27
Epoch Investment Partners
New York
$38.6M +$11.8M +86,909 +45%
N
28
Nuveen
North Carolina
$38.3M -$191K -1,408 -0.5%
Northern Trust
29
Northern Trust
Illinois
$37.5M -$984K -7,246 -3%
ProShare Advisors
30
ProShare Advisors
Maryland
$34.8M -$1.11M -8,197 -3%
Charles Schwab
31
Charles Schwab
California
$34.4M +$2.51M +18,510 +8%
FCM
32
Frontier Capital Management
Massachusetts
$34.2M -$134K -988 -0.4%
First Trust Advisors
33
First Trust Advisors
Illinois
$34.2M -$4.52M -33,323 -12%
CCMG
34
Clark Capital Management Group
Pennsylvania
$33.2M -$11.1M -81,533 -25%
Bank of America
35
Bank of America
North Carolina
$31.6M -$12M -88,265 -28%
SO
36
STRS Ohio
Ohio
$29.7M +$3.56M +26,191 +14%
DCM
37
Driehaus Capital Management
Illinois
$29M +$13.4M +98,541 +88%
Macquarie Group
38
Macquarie Group
Australia
$27M +$108K +794 +0.4%
NC
39
Nitorum Capital
New York
$23.9M -$3.58M -26,355 -13%
AI
40
Ariel Investments
Illinois
$22.7M +$472K +3,479 +2%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$22.2M -$20.9M -154,109 -49%
Goldman Sachs
42
Goldman Sachs
New York
$20.1M -$2.19M -16,101 -10%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$20M +$1.9M +14,027 +11%
GT
44
Glenmede Trust
Pennsylvania
$19.1M -$5.25M -38,650 -22%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$18.3M +$18M +132,757 New
Principal Financial Group
46
Principal Financial Group
Iowa
$17.7M -$522K -3,845 -3%
BCM
47
Basswood Capital Management
New York
$17.4M -$2.95M -21,705 -15%
WCM Investment Management
48
WCM Investment Management
California
$17M +$449K +3,309 +3%
UBS AM
49
UBS AM
Illinois
$17M -$2.13M -15,672 -11%
Ameriprise
50
Ameriprise
Minnesota
$16.9M -$855K -6,302 -5%
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EVR Hedge Fund Activity: Q3 2023 in Review

396 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2023, worth a combined $4.59B — up 11% from $4.14B a quarter earlier.

Fund positioning in EVR was balanced in Q3 2023: 53 funds opened new positions, 53 closed out, 125 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $44.5M.

  • 396 institutional investors held Evercore (EVR) as of Q3 2023, down from 399 in Q2 2023.
  • Funds reported $4.59B of Evercore stock for Q3 2023, up 11% quarter-over-quarter.
  • 53 funds opened new Evercore positions in Q3 2023 and 53 closed out, a net change of 0 holders.
  • The largest Evercore buyer in Q3 2023 was Millennium Management, an estimated $121M added.
  • The largest Evercore seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.