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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
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$16.7M -$263K -1,940 -2%
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$16.6M +$3.66M +26,960 +29%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$15.7M +$3.49M +25,735 +29%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$15.5M -$1.68M -12,402 -10%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$14.9M -$152K -1,118 -1%
FWIA
56
Fort Washington Investment Advisors
Ohio
$14.9M -$1.81M -13,360 -11%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$14.4M -$968K -7,131 -6%
Lazard Asset Management
58
Lazard Asset Management
New York
$14.4M +$14.2M +104,730 New
Man Group
59
Man Group
United Kingdom
$14.4M -$15.6M -114,988 Closed
AllianceBernstein
60
AllianceBernstein
Tennessee
$14.1M -$660K -4,865 -5%
GPGA
61
Grandeur Peak Global Advisors
Utah
$13.4M +$1.37M +10,074 +12%
GLA
62
Great Lakes Advisors
Illinois
$12.8M +$2.95M +21,741 +30%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$12.8M -$813K -5,986 -6%
Victory Capital Management
64
Victory Capital Management
Texas
$12.5M -$148K -1,092 -1%
PCM
65
Peregrine Capital Management
Minnesota
$12.2M -$766K -5,644 -6%
ZCM
66
Ziegler Capital Management
Illinois
$12.2M -$1.52M -11,207 -11%
RA
67
Royce & Associates
New York
$12.1M -$1.55M -11,446 -12%
CIA
68
CCM Investment Advisers
South Carolina
$11.9M -$55.7K -410 -0.5%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11.9M +$167K +1,232 +1%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$11.2M +$1.97M +14,534 +22%
CVA
71
Ceredex Value Advisors
Florida
$11.1M -$903K -6,650 -8%
MAP
72
Moody Aldrich Partners
Massachusetts
$11.1M +$1.56M +11,520 +17%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$11.1M +$388K +2,857 +4%
Swiss National Bank
74
Swiss National Bank
Switzerland
$11M +$27.1K +200 +0.3%
NIP
75
Nicholas Investment Partners
California
$10.9M +$1.99M +14,684 +23%
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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.