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Evercore
EVR

Overview Fund Activity

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$139M
3
PA
Paralel Advisors
Colorado
$24.7M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$14M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$308M
2
BlackRock
BlackRock
New York
$272M
3
Holocene Advisors
Holocene Advisors
New York
$4.84M
4
TCM
TimesSquare Capital Management
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$2.14M -$278K -3,386 -12%
TPSF
127
Texas Permanent School Fund
Texas
$2.13M -$283K -3,437 -12%
SP
128
Sarasin & Partners
United Kingdom
$2.06M – – –
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$306K +3,721 +18%
ACM
130
Advisors Capital Management
New Jersey
$1.99M +$426K +3,695 +27%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$1.99M +$285K +3,472 +17%
DA
132
Duality Advisers
Florida
$1.96M +$240K +2,917 +14%
MIM
133
MetLife Investment Management
New Jersey
$1.9M -$263K -3,203 -12%
APF
134
Alaska Permanent Fund
Alaska
$1.88M – – –
Citigroup
135
Citigroup
New York
$1.85M -$77.4K -942 -4%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$1.82M +$751K +9,133 +70%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$1.8M +$347K +4,219 +24%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$1.79M -$1.8M -21,852 -50%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.72M -$264K -3,214 -13%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$1.69M +$1.17M +14,180 +223%
Osaic Holdings
141
Osaic Holdings
Arizona
$1.67M +$111K +1,343 +7%
YCM
142
Yousif Capital Management
Michigan
$1.65M -$349K -4,245 -17%
VIA
143
Vident Investment Advisory
Georgia
$1.59M -$19K -249 -1%
ACM
144
AlphaCrest Capital Management
New York
$1.57M +$836K +10,168 +114%
VNA
145
Valley National Advisers
Pennsylvania
$1.51M +$91.7K +994 +6%
MAP
146
Moody Aldrich Partners
Massachusetts
$1.45M -$3.87M -46,985 -73%
Prudential Financial
147
Prudential Financial
New Jersey
$1.42M -$20.7K -256 -1%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$1.4M -$30.3K -369 -2%
AA
149
ALPS Advisors
Colorado
$1.39M +$200K +2,434 +17%
MCM
150
Monument Capital Management
Virginia
$1.3M +$259K +3,152 +25%
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6
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