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Evercore
EVR

Overview Fund Activity

394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.

Holders
394
Holders Change
+25
Holders Change %
+6.78%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
73
Increased
112
Reduced
152
Closed
43
Calls
$5.16M
Puts
$6.49M
Net Calls
-$1.33M
Net Calls Change
-$207K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$95M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$40.5M
3
Millennium Management
3
Millennium Management
New York
$105M
4
CCM
4
Channing Capital Management
Illinois
$30.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$68M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$8.09M 74,170 +11,287 +18%
Comerica Bank
77
Comerica Bank
Texas
$7.81M 61,753 +2,868 +5%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$7.45M 68,589 -846 -1%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$7M 64,140 -29,520 -32%
PHS
80
Pekin Hardy Strauss
Illinois
$6.77M 62,076 +5,509 +10%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$6.17M 56,535 -13,354 -19%
AIG
82
American International Group
New York
$6.07M 55,656 -1,178 -2%
MAM
83
Martingale Asset Management
Massachusetts
$5.9M 54,070 -3,143 -5%
EWM
84
Executive Wealth Management
Michigan
$5.83M 53,489 +49,421 +1,215%
UBS Group
85
UBS Group
Switzerland
$5.75M 52,732 -8,164 -13%
CVA
86
Ceredex Value Advisors
Florida
$5.75M 52,700 -1,117 -2%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$5.69M 52,164 +100 +0.2%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$5.65M 51,798 +47,112 +1,005%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$5.55M 50,841 +4,900 +11%
BC
90
Brookfield Corp
Ontario, Canada
$5.42M 49,657 -36,103 -42%
MAP
91
Moody Aldrich Partners
Massachusetts
$5.31M 48,705 +31,055 +176%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$5.3M 48,556 – –
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$5.16M 47,343 -2,385 -5%
SDIC
94
South Dakota Investment Council
South Dakota
$5.14M 47,157 – –
CS
95
Credit Suisse
Switzerland
$4.81M 44,116 +7,212 +20%
SCP
96
Seizert Capital Partners
Michigan
$4.77M 43,707 -3,869 -8%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$4.64M 42,565 -4,563 -10%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$4.54M 41,612 +19,841 +91%
Two Sigma Advisers
99
Two Sigma Advisers
New York
$4.52M 41,400 -5,700 -12%
GC
100
Guggenheim Capital
Illinois
$4.33M 39,728 -1,490 -4%
2 3
4
5 6