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Evercore
EVR

Overview Fund Activity

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$226M
2
Millennium Management
2
Millennium Management
New York
$227M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$62.6M
4
Boston Partners
4
Boston Partners
Massachusetts
$284M
5
Invesco
5
Invesco
Georgia
$134M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$63.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$632M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M
5
Franklin Resources
5
Franklin Resources
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
151
Brinker Capital Investments
Pennsylvania
$2.9M -$227K -1,319 -7%
YCM
152
Yousif Capital Management
Michigan
$2.87M -$21.7K -127 -0.8%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$2.75M -$2.05M -11,962 -43%
HCA
154
Harbor Capital Advisors
Illinois
$2.64M -$333K -1,947 -11%
ACM
155
Advisors Capital Management
New Jersey
$2.6M +$39.8K +233 +2%
HA
156
Harbor Advisors
Florida
$2.57M – – –
CWM
157
Centric Wealth Management
Illinois
$2.55M +$110K +628 +4%
Cerity Partners
158
Cerity Partners
New York
$2.44M +$55.1K +322 +2%
Mitsubishi UFJ Trust & Banking
159
Mitsubishi UFJ Trust & Banking
Japan
$2.37M -$492K -2,879 -17%
PCM
160
Prana Capital Management
Connecticut
$2.34M +$837K +4,891 +56%
Two Sigma Advisers
161
Two Sigma Advisers
New York
$2.34M -$804K -4,700 -26%
VNA
162
Valley National Advisers
Pennsylvania
$2.32M -$132K -771 -5%
CIP
163
Cornerstone Investment Partners
Georgia
$2.29M +$77.3K +452 +3%
CCA
164
Catalyst Capital Advisors
New York
$2.27M +$2.27M +13,275 New
Two Sigma Investments
165
Two Sigma Investments
New York
$2.07M – – –
Natixis Advisors
166
Natixis Advisors
Massachusetts
$2.06M +$138K +805 +7%
SA
167
SRH Advisors
Kansas
$2.04M – – –
ASN
168
Advisory Services Network
Georgia
$2.03M +$52.3K +306 +3%
EAM
169
EFG Asset Management
Oregon
$2.02M +$68.1K +398 +3%
PHS
170
Pekin Hardy Strauss
Illinois
$2.02M -$4.51M -26,363 -69%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$1.98M -$103K -600 -5%
QCM
172
Quantinno Capital Management
New York
$1.96M +$299K +1,749 +18%
BCC
173
Bridge City Capital
Oregon
$1.87M +$218K +1,275 +13%
AG
174
Algert Global
California
$1.87M +$1.87M +10,908 New
AIM
175
Ausbil Investment Management
Australia
$1.86M +$754K +4,408 +68%
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