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Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$31.7M
2
Invesco
2
Invesco
Georgia
$51.4M
3
SI
3
Scout Investments
Missouri
$27.1M
4
SO
4
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$15.7M -$8.37M -72,552 -35%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$14.7M -$5.38M -46,653 -27%
WCM
53
Wedge Capital Management
North Carolina
$14.4M -$4.59M -39,789 -24%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$14.3M +$2.16M +18,683 +18%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$14.3M -$47.2K -409 -0.3%
AQR Capital Management
56
AQR Capital Management
Connecticut
$14.2M -$16M -140,019 -53%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$13.2M +$13.2M +114,401 New
Man Group
58
Man Group
United Kingdom
$13.1M -$12.6M -115,865 Closed
WCM Investment Management
59
WCM Investment Management
California
$13M +$13M +112,522 New
DCM
60
Driehaus Capital Management
Illinois
$12.8M +$12.8M +111,200 New
BCM
61
Basswood Capital Management
New York
$12.8M -$4.95M -42,863 -28%
AllianceBernstein
62
AllianceBernstein
Tennessee
$12.7M -$50.7K -439 -0.4%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$12.5M -$131K -1,136 -1%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$12.1M -$851K -7,373 -7%
EIP
65
Epoch Investment Partners
New York
$12.1M +$308K +2,668 +3%
BCA
66
Bernzott Capital Advisors
California
$11.9M -$8.43M -73,077 -42%
FWIA
67
Fort Washington Investment Advisors
Ohio
$11.8M +$309K +2,678 +3%
RA
68
Royce & Associates
New York
$11.6M -$464K -4,019 -4%
PCM
69
Peregrine Capital Management
Minnesota
$10.9M +$324K +2,805 +3%
Victory Capital Management
70
Victory Capital Management
Texas
$10.8M +$723K +6,262 +7%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$10.8M +$10.8M +93,708 New
ZCM
72
Ziegler Capital Management
Illinois
$10.7M +$1.13M +9,822 +12%
CIA
73
CCM Investment Advisers
South Carolina
$10M -$1.31M -11,334 -12%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$9.57M +$9.57M +82,986 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$9.2M -$1.17M -10,100 -11%
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