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Evercore
EVR

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.

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

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$2.27M -$19.1K -175 -0.8%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$2.25M -$418K -3,828 -16%
VIA
128
Vident Investment Advisory
Georgia
$2.21M -$58.7K -538 -3%
Osaic Holdings
129
Osaic Holdings
Arizona
$2.16M -$49.6K -454 -2%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$2.12M -$268K -2,461 -11%
YCM
131
Yousif Capital Management
Michigan
$2.09M -$102K -935 -5%
AA
132
ALPS Advisors
Colorado
$2.06M +$215K +1,970 +12%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$2.01M -$235K -2,156 -10%
VNA
134
Valley National Advisers
Pennsylvania
$2M -$68K -538 -3%
ACM
135
Advisors Capital Management
New Jersey
$1.91M +$24.4K +224 +1%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$1.85M -$1.8M -16,540 -49%
Stifel Financial
137
Stifel Financial
Missouri
$1.81M -$1.52M -13,926 -46%
US Bancorp
138
US Bancorp
Minnesota
$1.8M +$460K +4,213 +34%
Prudential Financial
139
Prudential Financial
New Jersey
$1.79M -$126K -1,156 -7%
DIA
140
Dana Investment Advisors
Wisconsin
$1.76M +$181K +1,657 +11%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.75M +$196K +1,796 +13%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$1.69M +$3.6K +33 +0.2%
EIM
143
Essex Investment Management
Massachusetts
$1.66M -$11.7K -107 -0.7%
HA
144
Harbor Advisors
Florida
$1.64M – – –
Squarepoint
145
Squarepoint
New York
$1.63M -$3.92M -35,939 -71%
Citigroup
146
Citigroup
New York
$1.62M -$837K -7,672 -34%
Asset Management One
147
Asset Management One
Japan
$1.56M +$808K +7,305 +107%
MFS
148
Mirabella Financial Services
United Kingdom
$1.55M +$1.55M +14,233 New
AWM
149
AE Wealth Management
Kansas
$1.55M -$27.4K -251 -2%
Cerity Partners
150
Cerity Partners
New York
$1.52M +$1.52M +13,910 New
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