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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
Wells Fargo
76
Wells Fargo
California
$10.9M -$231K -1,700 -2%
Legal & General Group
77
Legal & General Group
United Kingdom
$10.8M -$708K -5,216 -6%
PC
78
Pier Capital
Connecticut
$10.2M -$137K -1,009 -1%
AQR Capital Management
79
AQR Capital Management
Connecticut
$9.55M -$4.12M -30,321 -30%
Renaissance Technologies
80
Renaissance Technologies
New York
$9.24M -$19.9M -146,700 -69%
Squarepoint
81
Squarepoint
New York
$8.96M +$7.78M +57,347 +751%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$8.88M +$7.51M +55,312 +607%
BCA
83
Bernzott Capital Advisors
California
$8.46M -$4.82M -35,539 -37%
First Eagle Investment Management
84
First Eagle Investment Management
New York
$8.33M +$72.2K +532 +0.9%
EWM
85
Executive Wealth Management
Michigan
$8.31M +$141K +1,040 +2%
BA
86
Bridgewater Associates
Connecticut
$8.18M +$5.63M +41,438 +231%
UBS Group
87
UBS Group
Switzerland
$7.71M -$736K -5,422 -9%
SEI Investments
88
SEI Investments
Pennsylvania
$7.41M +$316K +2,328 +5%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$7.3M -$123K -908 -2%
CS
90
Credit Suisse
Switzerland
$7.28M +$531K +3,914 +8%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$7.07M -$27.1K -200 -0.4%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$6.85M +$356K +2,623 +6%
WCM
93
Wedge Capital Management
North Carolina
$6.79M -$5.95M -43,862 -47%
AIG
94
American International Group
New York
$6.77M -$556K -4,097 -8%
CM
95
Castleark Management
Illinois
$6.65M +$6.55M +48,260 New
RJA
96
Raymond James & Associates
Florida
$6.45M +$274K +2,019 +5%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$6.36M +$6.79K +50 +0.1%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$5.76M -$2.34M -17,271 -29%
SBH
99
Segall Bryant & Hamill
Illinois
$5.72M +$5.21M +38,347 +1,229%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$5.58M -$555K -4,085 -9%
2 3
4
5 6

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.