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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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$10M 80,979 -58,008 -42%
Swiss National Bank
77
Swiss National Bank
Switzerland
$9.87M 79,900 +200 +0.3%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$9.62M 77,812 -5,174 -6%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$9.56M 77,381 -103 -0.1%
PC
80
Pier Capital
Connecticut
$9.28M 75,067 +29,868 +66%
GLA
81
Great Lakes Advisors
Illinois
$8.82M 71,358 +68,616 +2,502%
SCM
82
Suvretta Capital Management
New York
$8.78M 71,051 +71,051 New
MAP
83
Moody Aldrich Partners
Massachusetts
$8.55M 69,141 +13,247 +24%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$8.26M 66,819 -214,495 -76%
NIP
85
Nicholas Investment Partners
California
$8M 64,691 +21,266 +49%
Citadel Advisors
86
Citadel Advisors
Florida
$7.67M 62,063 +61,559 +12,214%
UBS Group
87
UBS Group
Switzerland
$7.59M 61,373 -2,788 -4%
First Eagle Investment Management
88
First Eagle Investment Management
New York
$7.4M 59,892 +30,004 +100%
EWM
89
Executive Wealth Management
Michigan
$7.32M 59,250 +11,730 +25%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$7.3M 59,074 -1,430 -2%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$6.65M 53,390 -12,820 -19%
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$6.6M 53,050 -5,130 -9%
AIG
93
American International Group
New York
$6.58M 53,215 -1,924 -3%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$6.36M 51,443 -307 -0.6%
SEI Investments
95
SEI Investments
Pennsylvania
$6.35M 51,400 +796 +2%
CS
96
Credit Suisse
Switzerland
$6.04M 48,879 +4,487 +10%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$5.89M 47,688 -437 -0.9%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$5.82M 47,065 -198 -0.4%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$5.69M 46,053 -2,463 -5%
PHS
100
Pekin Hardy Strauss
Illinois
$5.58M 45,136 +625 +1%
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4
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