EVR icon

Evercore
EVR

Overview Fund Activity

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$226M
2
Millennium Management
2
Millennium Management
New York
$227M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$62.6M
4
Boston Partners
4
Boston Partners
Massachusetts
$284M
5
Invesco
5
Invesco
Georgia
$134M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$63.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$632M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M
5
Franklin Resources
5
Franklin Resources
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$13.1M -$269K -1,573 -2%
PC
77
Pier Capital
Connecticut
$12.9M +$233K +1,365 +2%
Swiss National Bank
78
Swiss National Bank
Switzerland
$12.1M -$1.56M -9,100 -11%
RJA
79
Raymond James & Associates
Florida
$12.1M +$4.07M +23,775 +51%
PCM
80
Peregrine Capital Management
Minnesota
$11.6M -$3.53M -20,662 -23%
MAP
81
Moody Aldrich Partners
Massachusetts
$11.5M -$2.3M -13,433 -17%
Wells Fargo
82
Wells Fargo
California
$11.5M -$2.09M -12,207 -15%
GACM
83
Global Alpha Capital Management
Quebec, Canada
$11.3M +$11.3M +66,300 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$10.9M -$134K -785 -1%
First Eagle Investment Management
85
First Eagle Investment Management
New York
$10.8M +$489K +2,857 +5%
EWM
86
Executive Wealth Management
Michigan
$9.96M -$351K -2,051 -3%
CS
87
Credit Suisse
Switzerland
$9.49M +$460K +2,687 +5%
CVA
88
Ceredex Value Advisors
Florida
$9.36M -$4.46M -26,050 -32%
SEI Investments
89
SEI Investments
Pennsylvania
$9.21M +$15.7K +92 +0.2%
CM
90
Castleark Management
Illinois
$9.1M +$845K +4,940 +10%
UBS Group
91
UBS Group
Switzerland
$9.02M -$554K -3,238 -6%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$8.76M -$301K -1,745 -3%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$8.7M -$61.6K -360 -0.7%
AQR Capital Management
94
AQR Capital Management
Connecticut
$8.56M -$3.29M -19,216 -28%
BCA
95
Bernzott Capital Advisors
California
$8.41M -$2.08M -12,154 -20%
AIG
96
American International Group
New York
$8.01M -$393K -2,298 -5%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$7.92M +$29.4K +172 +0.4%
WCM
98
Wedge Capital Management
North Carolina
$7.71M -$710K -4,148 -8%
PI
99
PineBridge Investments
New York
$7.11M +$3.17M +18,549 +81%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$7.02M -$1.47M -8,620 -17%
2 3
4
5 6