EVR icon

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 %
Walleye Capital
51
Walleye Capital
New York
$20.3M +$13.4M +78,536 +195%
CPC
52
Cookson Peirce & Co
Pennsylvania
$20.2M +$20.2M +117,912 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$19.9M +$1.96M +11,473 +11%
Ameriprise
54
Ameriprise
Minnesota
$19.8M -$1.16M -6,766 -6%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$19.2M +$5.3M +31,000 +38%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$18.4M -$833K -4,871 -4%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$18.1M +$18.1M +105,700 New
RA
58
Royce & Associates
New York
$18M +$2.93M +17,138 +20%
Lazard Asset Management
59
Lazard Asset Management
New York
$17.7M -$179K -1,048 -1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$17.7M -$818K -4,785 -4%
AllianceBernstein
61
AllianceBernstein
Tennessee
$17.3M -$241K -1,408 -1%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$17.1M -$2.31M -13,485 -12%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$17M +$1.08M +6,337 +7%
Victory Capital Management
64
Victory Capital Management
Texas
$15.1M -$379K -2,218 -2%
CIA
65
CCM Investment Advisers
South Carolina
$15M +$167K +976 +1%
Man Group
66
Man Group
United Kingdom
$14.9M +$14.9M +87,095 New
Neuberger Berman Group
67
Neuberger Berman Group
New York
$14.8M +$14.8M +86,653 New
NIP
68
Nicholas Investment Partners
California
$14.8M +$1.22M +7,161 +9%
BCM
69
Basswood Capital Management
New York
$14.7M -$6.87M -40,164 -32%
GPGA
70
Grandeur Peak Global Advisors
Utah
$14.6M -$2.04M -11,898 -12%
BA
71
Bridgewater Associates
Connecticut
$13.8M +$3.6M +21,058 +35%
CRM
72
Cramer Rosenthal McGlynn
Connecticut
$13.6M +$13.6M +79,447 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$13.5M -$206K -1,206 -2%
FWIA
74
Fort Washington Investment Advisors
Ohio
$13.4M -$5.05M -29,530 -27%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$13.1M -$1.63M -9,528 -11%
1 2
3
4 5