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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 %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$1.27M +$268K +3,253 +27%
EIM
152
Essex Investment Management
Massachusetts
$1.26M +$350K +4,254 +38%
TI
153
Tidal Investments
Wisconsin
$1.26M -$8.06K -98 -0.6%
HA
154
Harbor Advisors
Florida
$1.23M – – –
AIM
155
Aigen Investment Management
New York
$1.22M +$397K +4,822 +48%
NFG
156
Nations Financial Group
Iowa
$1.21M -$8.39K -102 -0.7%
DIA
157
Dana Investment Advisors
Wisconsin
$1.19M +$24.5K +298 +2%
AWM
158
AE Wealth Management
Kansas
$1.19M +$1.19M +14,443 New
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.17M -$147K -1,793 -11%
CWM
160
Centric Wealth Management
Illinois
$1.15M +$1.15M +13,921 New
CCM
161
Covington Capital Management
California
$1.12M -$19.2K -234 -2%
Barclays
162
Barclays
United Kingdom
$1.09M -$332K -4,039 -23%
Truist Financial
163
Truist Financial
North Carolina
$1.07M -$951K -11,557 -47%
US Bancorp
164
US Bancorp
Minnesota
$1.01M -$827K -10,058 -45%
WG
165
Winton Group
United Kingdom
$1.01M -$638K -7,757 -39%
CSS
166
Cubist Systematic Strategies
Connecticut
$1M -$6.4M -77,820 -86%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$966K -$56.8K -691 -6%
EP
168
Edgestream Partners
New Jersey
$962K +$962K +11,700 New
SA
169
SRH Advisors
Kansas
$948K +$30.8K +375 +3%
Axa
170
Axa
France
$946K -$24.7K -300 -3%
DZ Bank
171
DZ Bank
Germany
$938K +$938K +11,413 New
ASRS
172
Arizona State Retirement System
Arizona
$907K +$51.4K +625 +6%
PP
173
PDT Partners
New York
$875K +$213K +2,594 +32%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$874K +$395K +4,807 +82%
PFO
175
Pathstone Family Office
New Jersey
$873K +$552K +6,714 +173%
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