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Evercore

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$9.01M -$9K -78 -0.1%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$8.94M -$2.03M -17,594 -19%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$8.55M -$11.9K -103 -0.1%
CSS
79
Cubist Systematic Strategies
Connecticut
$7.91M +$7.91M +68,521 New
Nordea Investment Management
80
Nordea Investment Management
Sweden
$7.54M -$271K -2,379 -3%
E
81
Ergoteles
New York
$7.53M +$7.03M +60,959 +1,411%
UBS Group
82
UBS Group
Switzerland
$7.4M +$1.32M +11,429 +22%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$7.34M +$5.67M +217,174 +339%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$6.98M -$3.68M -31,909 -35%
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$6.71M +$736K +6,382 +12%
MAP
86
Moody Aldrich Partners
Massachusetts
$6.45M +$829K +7,189 +15%
AIG
87
American International Group
New York
$6.36M -$59.7K -517 -0.9%
SP
88
Sarasin & Partners
United Kingdom
$6.31M +$3.16M +25,000 +100%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$5.97M -$47.8K -414 -0.8%
MAM
90
Martingale Asset Management
Massachusetts
$5.91M -$328K -2,844 -5%
SEI Investments
91
SEI Investments
Pennsylvania
$5.84M +$1.51M +13,049 +35%
CVA
92
Ceredex Value Advisors
Florida
$5.72M -$360K -3,116 -6%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$5.6M -$4.62K -40 -0.1%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$5.55M +$642K +5,560 +13%
EWM
95
Executive Wealth Management
Michigan
$5.48M -$689K -5,969 -11%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.45M -$1.07M -9,272 -16%
SDIC
97
South Dakota Investment Council
South Dakota
$5.44M
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$5.35M -$108K -933 -2%
PC
99
Pier Capital
Connecticut
$5.22M -$3.95M -34,220 -43%
PHS
100
Pekin Hardy Strauss
Illinois
$5.14M -$2.03M -17,565 -28%