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Evercore
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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 Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$6.66M 38,940 -766 -2%
Barclays
102
Barclays
United Kingdom
$6.66M 38,937 +10,644 +38%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$6.56M 38,376 -2,120 -5%
AWM
104
AE Wealth Management
Kansas
$6.55M 37,660 +15,259 +68%
GKIM
105
GW&K Investment Management
Massachusetts
$6.47M 37,841 +67 +0.2%
SBH
106
Segall Bryant & Hamill
Illinois
$6.36M 37,178 -4,289 -10%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$6.3M 36,842 +9,207 +33%
JWM
108
Jackson Wealth Management
Florida
$6.27M 36,633 +1,011 +3%
AA
109
ALPS Advisors
Colorado
$6.07M 35,487 +4,992 +16%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$6M 35,055 -395 -1%
ZCM
111
Ziegler Capital Management
Illinois
$5.95M 34,773 -53,536 -61%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$5.68M 33,184 -8,619 -21%
AAM
113
Advisors Asset Management
Colorado
$5.5M 32,164 -3,143 -9%
SCP
114
Seizert Capital Partners
Michigan
$5.43M 31,726 -4,673 -13%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.28M 30,863 +1,900 +7%
VanEck Associates
116
VanEck Associates
New York
$5.26M 30,726 +2,253 +8%
MAM
117
Morse Asset Management
Connecticut
$5.19M 30,358 +1,388 +5%
Osaic Holdings
118
Osaic Holdings
Arizona
$5.16M 30,127 -4,596 -13%
TPSF
119
Texas Permanent School Fund
Texas
$5.12M 29,941 +336 +1%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$5.11M 29,900 -5,800 -16%
DDPIC
121
Deroy & Devereaux Private Investment Counsel
Michigan
$5.03M 29,415 -1,190 -4%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.03M 29,385 -987 -3%
VCA
123
Verdence Capital Advisors
Maryland
$4.96M 28,973 +402 +1%
AB
124
Amalgamated Bank
New York
$4.5M 26,333 +465 +2%
Renaissance Technologies
125
Renaissance Technologies
New York
$4.46M 26,100 -40,900 -61%
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