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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
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$2.44M -$136 -1 -0%
HCA
152
Harbor Capital Advisors
Illinois
$2.39M -$449K -3,307 -16%
YCM
153
Yousif Capital Management
Michigan
$2.33M -$159K -1,170 -6%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$2.31M -$721K -5,312 -24%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$2.27M +$109K +806 +5%
HA
156
Harbor Advisors
Florida
$2.07M – – –
ACM
157
Advisors Capital Management
New Jersey
$2.06M -$9.1K -67 -0.4%
VNA
158
Valley National Advisers
Pennsylvania
$1.98M -$121K -892 -6%
Cerity Partners
159
Cerity Partners
New York
$1.93M -$43.2K -318 -2%
CWM
160
Centric Wealth Management
Illinois
$1.92M +$44K +324 +2%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$1.9M -$398K -2,934 -18%
PP
162
PDT Partners
New York
$1.8M – – –
CIP
163
Cornerstone Investment Partners
Georgia
$1.78M +$1.12M +8,262 +177%
APG Asset Management
164
APG Asset Management
Netherlands
$1.76M -$1.19M -8,800 -41%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$1.7M -$395K -2,912 -19%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M +$791K +5,824 +91%
Two Sigma Investments
167
Two Sigma Investments
New York
$1.67M – – –
SA
168
SRH Advisors
Kansas
$1.64M – – –
ASN
169
Advisory Services Network
Georgia
$1.6M -$111K -814 -7%
RIM
170
Redwood Investment Management
Arizona
$1.58M +$1.56M +11,473 New
EAM
171
EFG Asset Management
Oregon
$1.58M -$391K -2,879 -20%
Aviva
172
Aviva
United Kingdom
$1.57M +$1.54M +11,351 New
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.55M +$1.52M +11,233 New
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$1.54M -$551K -4,057 -27%
Truist Financial
175
Truist Financial
North Carolina
$1.53M -$1.51M -11,089 -50%
5 6
7
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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.