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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 %
Walleye Capital
101
Walleye Capital
New York
$5.54M +$5.54M +40,177 New
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$5.53M -$1.04M -7,557 -16%
Comerica Bank
103
Comerica Bank
Texas
$5.47M +$5.47M +39,706 New
PHS
104
Pekin Hardy Strauss
Illinois
$5.27M -$958K -6,947 -15%
GKIM
105
GW&K Investment Management
Massachusetts
$5.21M -$16.1K -117 -0.3%
SCP
106
Seizert Capital Partners
Michigan
$5.02M +$149K +1,078 +3%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$4.92M +$2.45M +17,767 +99%
JWM
108
Jackson Wealth Management
Florida
$4.91M +$237K +1,716 +5%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$4.89M -$31.7K -230 -0.6%
AAM
110
Advisors Asset Management
Colorado
$4.87M -$102K -737 -2%
Osaic Holdings
111
Osaic Holdings
Arizona
$4.79M +$2M +14,483 +72%
DDPIC
112
Deroy & Devereaux Private Investment Counsel
Michigan
$4.22M +$249K +1,805 +6%
AA
113
ALPS Advisors
Colorado
$4.2M -$47.2K -342 -1%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.19M +$528K +3,828 +14%
SDIC
115
South Dakota Investment Council
South Dakota
$4.18M -$400K -2,900 -9%
TPSF
116
Texas Permanent School Fund
Texas
$4.08M -$201K -1,458 -5%
Canada Life
117
Canada Life
Manitoba, Canada
$4.01M +$170K +1,234 +4%
MAM
118
Morse Asset Management
Connecticut
$3.99M +$40K +290 +1%
AIMCA
119
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.99M +$2.81M +20,350 +236%
VCA
120
Verdence Capital Advisors
Maryland
$3.94M +$519K +3,763 +15%
VanEck Associates
121
VanEck Associates
New York
$3.93M +$1.82M +13,227 +87%
Barclays
122
Barclays
United Kingdom
$3.9M -$316K -2,296 -8%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$3.87M +$15.7K +114 +0.4%
BGIM
124
Brandywine Global Investment Management
Pennsylvania
$3.81M +$1.94M +14,082 +104%
AB
125
Amalgamated Bank
New York
$3.57M +$288K +2,089 +9%
3 4
5
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