EVR icon

Evercore
EVR

Overview Fund Activity

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
5
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
S2L
2
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
126
Gotham Asset Management
New York
$3.17M -$280K -2,264 -8%
MOACM
127
Mutual of America Capital Management
New York
$3.17M -$390K -3,156 -11%
SP
128
Sarasin & Partners
United Kingdom
$3.09M -$3.09M -25,000 -50%
VCA
129
Verdence Capital Advisors
Maryland
$3.07M -$27.3K -221 -0.9%
AB
130
Amalgamated Bank
New York
$2.94M -$112K -906 -4%
BC
131
Brookfield Corp
Ontario, Canada
$2.9M -$644K -5,207 -18%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$2.74M +$381K +3,085 +16%
Truist Financial
133
Truist Financial
North Carolina
$2.74M -$54.1K -438 -2%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$2.72M +$168K +1,359 +7%
EIM
135
Essex Investment Management
Massachusetts
$2.69M +$379K +3,066 +16%
MIM
136
MetLife Investment Management
New Jersey
$2.61M -$95.9K -776 -4%
GCM
137
Genus Capital Management
British Columbia, Canada
$2.58M +$2.58M +20,900 New
HCA
138
Harbor Capital Advisors
Illinois
$2.55M +$2.55M +20,666 New
LCM
139
Legato Capital Management
California
$2.51M +$688K +5,569 +38%
Osaic Holdings
140
Osaic Holdings
Arizona
$2.5M +$29K +234 +1%
US Bancorp
141
US Bancorp
Minnesota
$2.5M +$194K +1,571 +8%
APG Asset Management
142
APG Asset Management
Netherlands
$2.45M +$1.98M +17,500 +427%
OPS
143
Orion Portfolio Solutions
Nebraska
$2.31M -$104K -838 -4%
BCI
144
Brinker Capital Investments
Pennsylvania
$2.31M -$104K -838 -4%
YCM
145
Yousif Capital Management
Michigan
$2.24M -$102K -825 -4%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$2.22M -$580K -4,689 -21%
BA
147
Bridgewater Associates
Connecticut
$2.21M +$2.21M +17,916 New
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$2.18M – – –
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.11M +$119K +961 +6%
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$2.07M -$18M -145,974 -90%
4 5
6
7 8