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Evercore
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Overview Fund Activity

394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.

Holders
394
Holders Change
+25
Holders Change %
+6.78%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
73
Increased
112
Reduced
152
Closed
43
Calls
$5.16M
Puts
$6.49M
Net Calls
-$1.33M
Net Calls Change
-$207K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$95M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$40.5M
3
Millennium Management
3
Millennium Management
New York
$105M
4
CCM
4
Channing Capital Management
Illinois
$30.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$68M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$4.26M 39,056 +2,354 +6%
AAM
102
Advisors Asset Management
Colorado
$4.15M 38,043 -954 -2%
SEI Investments
103
SEI Investments
Pennsylvania
$4.1M 37,555 -1,442 -4%
GKIM
104
GW&K Investment Management
Massachusetts
$4.09M 37,474 +5 +0%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$3.96M 36,305 +25,671 +241%
AB
106
Amalgamated Bank
New York
$3.47M 31,845 +5,887 +23%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.45M 31,607 -2,548 -7%
Canada Life
108
Canada Life
Manitoba, Canada
$3.42M 31,273 +4,293 +16%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$3.25M 29,810 -2,158 -7%
MOACM
110
Mutual of America Capital Management
New York
$3.21M 29,413 +422 +1%
Aviva
111
Aviva
United Kingdom
$3.19M 29,220 +29,220 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.16M 29,002 -371 -1%
Barclays
113
Barclays
United Kingdom
$3.13M 28,721 +15,480 +117%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$2.98M 27,322 +10,320 +61%
GAM
115
Gotham Asset Management
New York
$2.93M 26,902 -3,514 -12%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$2.9M 26,624 +2,481 +10%
MAM
117
Morse Asset Management
Connecticut
$2.89M 26,499 +106 +0.4%
DDPIC
118
Deroy & Devereaux Private Investment Counsel
Michigan
$2.85M 26,155 +145 +0.6%
HSA
119
Hussman Strategic Advisors
Maryland
$2.84M 26,000 – –
SP
120
Sarasin & Partners
United Kingdom
$2.73M 25,000 – –
VCA
121
Verdence Capital Advisors
Maryland
$2.63M 24,128 -2,692 -10%
TPSF
122
Texas Permanent School Fund
Texas
$2.62M 24,022 -1,882 -7%
IP
123
Interval Partners
New York
$2.55M 23,413 -35,830 -60%
APF
124
Alaska Permanent Fund
Alaska
$2.5M 22,900 – –
MIM
125
MetLife Investment Management
New Jersey
$2.46M 22,512 -625 -3%
3 4
5
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