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Evercore
EVR

Overview Fund Activity

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
5
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
S2L
2
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$1.94M -$25.6K -207 -1%
VNA
152
Valley National Advisers
Pennsylvania
$1.89M -$101K -813 -5%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$1.89M +$124K +1,005 +7%
VanEck Associates
154
VanEck Associates
New York
$1.88M +$471K +3,808 +33%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$1.88M -$158K -1,281 -8%
ACM
156
Advisors Capital Management
New Jersey
$1.86M +$1.61K +13 +0.1%
HA
157
Harbor Advisors
Florida
$1.85M – – –
E
158
Ergoteles
New York
$1.82M -$6.25M -50,552 -77%
EAM
159
EFG Asset Management
Oregon
$1.77M +$790K +6,390 +81%
Cerity Partners
160
Cerity Partners
New York
$1.77M +$44.6K +361 +3%
DIA
161
Dana Investment Advisors
Wisconsin
$1.74M -$35.7K -289 -2%
AWM
162
AE Wealth Management
Kansas
$1.7M +$475K +3,844 +39%
VIA
163
Vident Investment Advisory
Georgia
$1.69M -$50.5K -409 -3%
TG
164
TCW Group
California
$1.69M +$1.69M +13,679 New
BGIM
165
Brandywine Global Investment Management
Pennsylvania
$1.68M -$7.48M -60,514 -82%
CWM
166
Centric Wealth Management
Illinois
$1.65M +$68.7K +569 +4%
PP
167
PDT Partners
New York
$1.61M – – –
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$1.55M -$1.05M -8,499 -40%
ASN
169
Advisory Services Network
Georgia
$1.53M -$2.23K -18 -0.1%
Prudential Financial
170
Prudential Financial
New Jersey
$1.5M -$548K -4,430 -27%
Two Sigma Investments
171
Two Sigma Investments
New York
$1.5M – – –
Stifel Financial
172
Stifel Financial
Missouri
$1.4M -$522K -4,224 -27%
SA
173
SRH Advisors
Kansas
$1.37M – – –
TI
174
Tidal Investments
Wisconsin
$1.36M -$76.3K -617 -5%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.33M +$185K +1,500 +16%
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