EVR icon

Evercore
EVR

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 %
LP
51
LMR Partners
United Kingdom
$15.2M +$15.2M +123,037 New
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$15.2M -$151K -1,222 -1%
WCM Investment Management
53
WCM Investment Management
California
$15M +$972K +7,804 +7%
FWIA
54
Fort Washington Investment Advisors
Ohio
$15M +$2.33M +18,880 +18%
Man Group
55
Man Group
United Kingdom
$14.2M +$14.2M +114,988 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$13.8M -$6.56M -53,039 -32%
DCM
57
Driehaus Capital Management
Illinois
$13.8M +$63.9K +517 +0.5%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$13.5M +$97.4K +788 +0.7%
KHCM
59
Kettle Hill Capital Management
New York
$13.5M -$7.48M -60,513 -36%
AllianceBernstein
60
AllianceBernstein
Tennessee
$13.3M -$301K -2,435 -2%
AQR Capital Management
61
AQR Capital Management
Connecticut
$12.3M -$3.05M -24,716 -20%
ZCM
62
Ziegler Capital Management
Illinois
$12.3M +$853K +6,900 +7%
RA
63
Royce & Associates
New York
$12.3M -$169K -1,368 -1%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$12.2M -$746K -6,040 -6%
BCA
65
Bernzott Capital Advisors
California
$12M -$730K -5,906 -6%
PCM
66
Peregrine Capital Management
Minnesota
$11.7M -$5.81K -47 -0%
Alyeska Investment Group
67
Alyeska Investment Group
Illinois
$11.5M +$11.5M +93,277 New
WCM
68
Wedge Capital Management
North Carolina
$11.5M -$3.91M -31,667 -25%
Victory Capital Management
69
Victory Capital Management
Texas
$11.3M -$251K -2,033 -2%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$10.9M +$10.9M +87,935 New
CVA
71
Ceredex Value Advisors
Florida
$10.8M +$4.68M +37,866 +76%
GPGA
72
Grandeur Peak Global Advisors
Utah
$10.8M +$10.8M +87,065 New
CIA
73
CCM Investment Advisers
South Carolina
$10.7M +$8.78K +71 +0.1%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$10.5M +$8.19M +66,270 +355%
Legal & General Group
75
Legal & General Group
United Kingdom
$10.3M +$648K +5,242 +7%
1 2
3
4 5