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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.

New
Increased
Maintained
Reduced
Closed
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
Millennium Management
New York
$143M
2
Invesco
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
American Century Companies
Missouri
$69.5M
5
SI
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52M -$228K -1,650 -6%
GAM
127
Gotham Asset Management
New York
$3.49M -$49.2K -357 -1%
GCM
128
Genus Capital Management
British Columbia, Canada
$3.46M +$574K +4,160 +20%
SP
129
Sarasin & Partners
United Kingdom
$3.45M – – –
MAM
130
Martingale Asset Management
Massachusetts
$3.42M -$1.79M -12,978 -34%
EIM
131
Essex Investment Management
Massachusetts
$3.35M +$354K +2,566 +12%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$3.3M -$1.99M -14,400 -38%
PI
133
PineBridge Investments
New York
$3.18M -$2.6M -18,879 -45%
Allianz Asset Management
134
Allianz Asset Management
Germany
$3.15M +$3.15M +22,817 New
MOACM
135
Mutual of America Capital Management
New York
$3.13M -$403K -2,920 -11%
BMSSC
136
B. Metzler seel. Sohn & Co
Germany
$3.12M -$2.72M -19,763 -47%
AWM
137
AE Wealth Management
Kansas
$3.09M +$1.19M +8,636 +63%
Jane Street
138
Jane Street
New York
$2.99M +$1.83M +13,307 +159%
US Bancorp
139
US Bancorp
Minnesota
$2.96M +$169K +1,226 +6%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$148K -1,077 -5%
HSA
141
Hussman Strategic Advisors
Maryland
$2.9M -$689K -5,000 -19%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$2.89M -$1.18M -8,572 -29%
HW
143
Hancock Whitney
Mississippi
$2.84M +$1.43M +10,340 +100%
MIM
144
MetLife Investment Management
New Jersey
$2.76M -$159K -1,156 -5%
LCM
145
Legato Capital Management
California
$2.73M -$65.1K -472 -2%
MCM
146
Monument Capital Management
Virginia
$2.71M +$2.71M +19,670 New
GC
147
Guggenheim Capital
Illinois
$2.71M -$1.57M -11,361 -37%
Two Sigma Advisers
148
Two Sigma Advisers
New York
$2.54M -$1.43M -10,400 -36%
BCI
149
Brinker Capital Investments
Pennsylvania
$2.5M -$74.2K -538 -3%
OPS
150
Orion Portfolio Solutions
Nebraska
$2.5M -$74.2K -538 -3%
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