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Evercore
EVR

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

11% more capital invested

Capital invested by funds: $4.14B → $4.59B (+$444M)

9% more call options, than puts

Call options by funds: $12M | Put options by funds: $11.1M

0.18% more ownership

Funds ownership: 87.34% → 87.53% (+0.18%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 399 → 396 (-3)

26% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 168

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.28%
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
+$121M
2
Invesco
Invesco
Georgia
+$19.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18M
4
American Century Companies
American Century Companies
Missouri
+$17.6M
5
SI
Scout Investments
Missouri
+$15M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$44.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$44.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52M -$224K -1,650 -6%
GAM
127
Gotham Asset Management
New York
$3.49M -$48.5K -357 -1%
GCM
128
Genus Capital Management
British Columbia, Canada
$3.46M +$565K +4,160 +20%
SP
129
Sarasin & Partners
United Kingdom
$3.45M – – –
MAM
130
Martingale Asset Management
Massachusetts
$3.42M -$1.76M -12,978 -34%
EIM
131
Essex Investment Management
Massachusetts
$3.35M +$348K +2,566 +12%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$3.3M -$1.95M -14,400 -38%
PI
133
PineBridge Investments
New York
$3.18M -$2.56M -18,879 -45%
Allianz Asset Management
134
Allianz Asset Management
Germany
$3.15M +$3.1M +22,817 New
MOACM
135
Mutual of America Capital Management
New York
$3.13M -$396K -2,920 -11%
BMSSC
136
B. Metzler seel. Sohn & Co
Germany
$3.12M -$2.68M -19,763 -47%
AWM
137
AE Wealth Management
Kansas
$3.09M +$1.17M +8,636 +63%
Jane Street
138
Jane Street
New York
$2.99M +$1.81M +13,307 +159%
US Bancorp
139
US Bancorp
Minnesota
$2.96M +$166K +1,226 +6%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$146K -1,077 -5%
HSA
141
Hussman Strategic Advisors
Maryland
$2.9M -$679K -5,000 -19%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$2.89M -$1.16M -8,572 -29%
HW
143
Hancock Whitney
Mississippi
$2.84M +$1.4M +10,340 +100%
MIM
144
MetLife Investment Management
New Jersey
$2.76M -$157K -1,156 -5%
LCM
145
Legato Capital Management
California
$2.73M -$64.1K -472 -2%
MCM
146
Monument Capital Management
Virginia
$2.71M +$2.67M +19,670 New
GC
147
Guggenheim Capital
Illinois
$2.71M -$1.54M -11,361 -37%
Two Sigma Advisers
148
Two Sigma Advisers
New York
$2.54M -$1.41M -10,400 -36%
BCI
149
Brinker Capital Investments
Pennsylvania
$2.5M -$73K -538 -3%
OPS
150
Orion Portfolio Solutions
Nebraska
$2.5M -$73K -538 -3%
4 5
6
7 8

EVR Hedge Fund Activity: Q3 2023 in Review

396 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2023, worth a combined $4.59B — up 11% from $4.14B a quarter earlier.

Fund positioning in EVR was balanced in Q3 2023: 53 funds opened new positions, 53 closed out, 125 added to existing stakes and 168 trimmed.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $44.5M.

  • 396 institutional investors held Evercore (EVR) as of Q3 2023, down from 399 in Q2 2023.
  • Funds reported $4.59B of Evercore stock for Q3 2023, up 11% quarter-over-quarter.
  • 53 funds opened new Evercore positions in Q3 2023 and 53 closed out, a net change of 0 holders.
  • The largest Evercore buyer in Q3 2023 was Millennium Management, an estimated $121M added.
  • The largest Evercore seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.