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Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$31.7M
2
Invesco
2
Invesco
Georgia
$51.4M
3
SI
3
Scout Investments
Missouri
$27.1M
4
SO
4
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
101
Credit Suisse
Switzerland
$5.12M 44,392 +276 +0.6%
NIP
102
Nicholas Investment Partners
California
$5.01M 43,425 +43,425 New
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$4.94M 42,800 -8,041 -16%
RJA
104
Raymond James & Associates
Florida
$4.84M 41,979 +2,923 +7%
Squarepoint
105
Squarepoint
New York
$4.76M 41,239 +26,268 +175%
GKIM
106
GW&K Investment Management
Massachusetts
$4.36M 37,824 +350 +0.9%
SCP
107
Seizert Capital Partners
Michigan
$4.31M 37,338 -6,369 -15%
AAM
108
Advisors Asset Management
Colorado
$4.3M 37,273 -770 -2%
Jane Street
109
Jane Street
New York
$4.25M 36,846 +23,349 +173%
HF
110
HRT Financial
New York
$4.2M 36,398 +36,398 New
SOADOR
111
State of Alaska Department of Revenue
Alaska
$4.18M 36,230 -75 -0.2%
GC
112
Guggenheim Capital
Illinois
$4.15M 35,945 -3,783 -10%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.04M 34,974 +3,367 +11%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$3.95M 34,200 -7,200 -17%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$3.77M 32,703 -8,909 -21%
TPSF
116
Texas Permanent School Fund
Texas
$3.7M 32,044 +8,022 +33%
Canada Life
117
Canada Life
Manitoba, Canada
$3.53M 30,614 -659 -2%
First Eagle Investment Management
118
First Eagle Investment Management
New York
$3.45M 29,888 +29,888 New
MOACM
119
Mutual of America Capital Management
New York
$3.32M 28,809 -604 -2%
BC
120
Brookfield Corp
Ontario, Canada
$3.31M 28,691 -20,966 -42%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$3.3M 28,637 +1,315 +5%
MAM
122
Morse Asset Management
Connecticut
$3.26M 28,254 +1,755 +7%
GAM
123
Gotham Asset Management
New York
$3.22M 27,944 +1,042 +4%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.22M 27,882 -1,120 -4%
Barclays
125
Barclays
United Kingdom
$3.18M 27,600 -1,121 -4%
3 4
5
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