EVR icon

Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
$31.7M
2
Invesco
Invesco
Georgia
$51.4M
3
SI
Scout Investments
Missouri
$27.1M
4
SO
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$2.04M +$520K +4,505 +34%
VNA
152
Valley National Advisers
Pennsylvania
$1.96M +$27.4K +224 +1%
Prudential Financial
153
Prudential Financial
New Jersey
$1.91M +$19.4K +168 +1%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$1.91M -$1.53M -13,287 -45%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.86M +$2.19K +19 +0.1%
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
$1.83M +$44.2K +383 +2%
Stifel Financial
157
Stifel Financial
Missouri
$1.8M -$116K -1,007 -6%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.78M +$235K +2,039 +15%
ACM
159
Advisors Capital Management
New Jersey
$1.73M -$284K -2,460 -14%
HA
160
Harbor Advisors
Florida
$1.73M – – –
LCM
161
Legato Capital Management
California
$1.7M +$483K +4,189 +40%
DIA
162
Dana Investment Advisors
Wisconsin
$1.66M -$201K -1,739 -11%
Aviva
163
Aviva
United Kingdom
$1.65M -$1.72M -14,897 -51%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$1.65M -$475K -4,119 -22%
VIA
165
Vident Investment Advisory
Georgia
$1.63M -$711K -6,161 -30%
Cerity Partners
166
Cerity Partners
New York
$1.61M +$1.5K +13 +0.1%
RIM
167
Redwood Investment Management
Arizona
$1.54M +$1.54M +13,384 New
CWM
168
Centric Wealth Management
Illinois
$1.51M -$79.1K -686 -5%
PP
169
PDT Partners
New York
$1.5M +$887K +7,686 +144%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$1.43M +$1.43M +12,413 New
ASN
171
Advisory Services Network
Georgia
$1.43M +$1.43M +12,363 +30,908%
BCM
172
BlueCrest Capital Management
Jersey
$1.4M +$1.4M +12,153 New
Two Sigma Investments
173
Two Sigma Investments
New York
$1.4M +$623K +5,400 +81%
SA
174
SRH Advisors
Kansas
$1.37M – – –
AIM
175
Ausbil Investment Management
Australia
$1.36M +$1.36M +11,818 New
5 6
7
8 9