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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 %
CWM
151
Centric Wealth Management
Illinois
$1.5M -$18.8K -172 -1%
TI
152
Tidal Investments
Wisconsin
$1.47M -$193K -1,774 -12%
Jane Street
153
Jane Street
New York
$1.47M +$651K +5,971 +79%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$1.46M +$528K +4,843 +56%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$1.44M -$1.69M -15,490 -54%
SSA
156
Schonfeld Strategic Advisors
New York
$1.37M -$9.61M -88,072 -87%
SA
157
SRH Advisors
Kansas
$1.3M +$40.9K +375 +3%
Truist Financial
158
Truist Financial
North Carolina
$1.27M -$145K -1,329 -10%
HWAM
159
Hennion & Walsh Asset Management
New Jersey
$1.26M +$186K +1,707 +17%
VFO
160
Virtus Family Office
Texas
$1.25M +$211K +1,936 +20%
AIP
161
Ameritas Investment Partners
Nebraska
$1.17M – – –
LCM
162
Legato Capital Management
California
$1.15M +$1.15M +10,525 New
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$1.15M – – –
ASRS
164
Arizona State Retirement System
Arizona
$1.14M -$58.7K -538 -5%
CPC
165
Cookson Peirce & Co
Pennsylvania
$1.13M +$1.13M +10,318 New
WIS
166
Wright Investors Service
Connecticut
$1.12M -$11.9K -109 -1%
PFO
167
Pathstone Family Office
New Jersey
$1.09M -$44.2K -414 -4%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$196K -1,799 -15%
SLWA
169
San Luis Wealth Advisors
California
$1.08M +$142K +1,300 +15%
BCC
170
Bridge City Capital
Oregon
$1.07M -$7.42K -68 -0.7%
PRC
171
Pearl River Capital
Michigan
$1.06M -$14.3K -131 -1%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$1.05M – – –
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$1.04M -$1.53K -14 -0.1%
CNAM
174
Campbell Newman Asset Management
Wisconsin
$1.03M +$32.4K +297 +3%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.01M – – –
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