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Evercore
EVR

Overview Fund Activity

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$226M
2
Millennium Management
2
Millennium Management
New York
$227M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$62.6M
4
Boston Partners
4
Boston Partners
Massachusetts
$284M
5
Invesco
5
Invesco
Georgia
$134M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$63.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$632M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M
5
Franklin Resources
5
Franklin Resources
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
26
Boston Trust Walden
Massachusetts
$51.7M +$374K +2,188 +0.7%
PA
27
Paralel Advisors
Colorado
$51.3M – – –
Northern Trust
28
Northern Trust
Illinois
$46.9M +$400K +2,336 +0.9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$46.7M -$730K -4,265 -2%
Charles Schwab
30
Charles Schwab
California
$44M +$1.27M +7,447 +3%
DCM
31
Driehaus Capital Management
Illinois
$42.6M +$6.68M +39,060 +19%
CCMG
32
Clark Capital Management Group
Pennsylvania
$41.4M +$223K +1,303 +0.5%
Franklin Resources
33
Franklin Resources
California
$41.4M -$15.4M -90,112 -27%
ProShare Advisors
34
ProShare Advisors
Maryland
$38.6M -$4.57M -26,726 -11%
FCM
35
Frontier Capital Management
Massachusetts
$34.2M -$8.27M -48,336 -19%
Macquarie Group
36
Macquarie Group
Australia
$33.9M +$438K +2,560 +1%
First Trust Advisors
37
First Trust Advisors
Illinois
$33.9M -$8.58M -50,154 -20%
SO
38
STRS Ohio
Ohio
$29.7M -$7.13M -41,663 -19%
Bank of America
39
Bank of America
North Carolina
$29M -$10.2M -59,686 -26%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$28.4M +$899K +5,253 +3%
AI
41
Ariel Investments
Illinois
$27.8M -$357K -2,085 -1%
NC
42
Nitorum Capital
New York
$26.6M -$3.1M -18,119 -10%
Goldman Sachs
43
Goldman Sachs
New York
$25.1M +$107K +624 +0.4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$24.3M -$547K -3,195 -2%
WCM Investment Management
45
WCM Investment Management
California
$23.3M +$1.87M +10,803 +9%
GT
46
Glenmede Trust
Pennsylvania
$22.9M -$774K -4,526 -3%
UBS AM
47
UBS AM
Illinois
$21.9M +$707K +4,131 +3%
Principal Financial Group
48
Principal Financial Group
Iowa
$21.8M -$231K -1,352 -1%
GLA
49
Great Lakes Advisors
Illinois
$20.7M +$4.79M +28,020 +30%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$20.6M -$19.7K -115 -0.1%
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