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Evercore
EVR

Overview Fund Activity

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.

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
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
1
Millennium Management
New York
$143M
2
Invesco
2
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
4
American Century Companies
Missouri
$69.5M
5
SI
5
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$10.9M -$234K -1,700 -2%
Legal & General Group
77
Legal & General Group
United Kingdom
$10.8M -$719K -5,216 -6%
PC
78
Pier Capital
Connecticut
$10.2M -$139K -1,009 -1%
AQR Capital Management
79
AQR Capital Management
Connecticut
$9.55M -$4.18M -30,321 -30%
Renaissance Technologies
80
Renaissance Technologies
New York
$9.24M -$20.2M -146,700 -69%
Squarepoint
81
Squarepoint
New York
$8.96M +$7.91M +57,347 +751%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$8.88M +$7.63M +55,312 +607%
BCA
83
Bernzott Capital Advisors
California
$8.46M -$4.9M -35,539 -37%
First Eagle Investment Management
84
First Eagle Investment Management
New York
$8.33M +$73.4K +532 +0.9%
EWM
85
Executive Wealth Management
Michigan
$8.31M +$143K +1,040 +2%
BA
86
Bridgewater Associates
Connecticut
$8.18M +$5.71M +41,438 +231%
UBS Group
87
UBS Group
Switzerland
$7.71M -$748K -5,422 -9%
SEI Investments
88
SEI Investments
Pennsylvania
$7.41M +$321K +2,328 +5%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$7.3M -$126K -908 -2%
CS
90
Credit Suisse
Switzerland
$7.28M +$540K +3,914 +8%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$7.07M -$27.6K -200 -0.4%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$6.85M +$362K +2,623 +6%
WCM
93
Wedge Capital Management
North Carolina
$6.79M -$6.05M -43,862 -47%
AIG
94
American International Group
New York
$6.77M -$565K -4,097 -8%
CM
95
Castleark Management
Illinois
$6.65M +$6.65M +48,260 New
RJA
96
Raymond James & Associates
Florida
$6.45M +$278K +2,019 +5%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$6.36M +$6.89K +50 +0.1%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$5.76M -$2.38M -17,271 -29%
SBH
99
Segall Bryant & Hamill
Illinois
$5.72M +$5.29M +38,347 +1,229%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$5.58M -$563K -4,085 -9%
2 3
4
5 6