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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 %
PI
176
PEAK6 Investments
Illinois
$999K +$820K +7,520 +460%
SOMRS
177
State of Michigan Retirement System
Michigan
$993K – – –
WTA
178
Washington Trust Advisors
Massachusetts
$978K – – –
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$972K -$527K -4,758 -35%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$964K +$194K +1,779 +25%
PP
181
Prudential plc
United Kingdom
$941K -$39.5K -362 -4%
DF
182
Donoghue Forlines
Massachusetts
$935K +$391K +3,581 +72%
Deutsche Bank
183
Deutsche Bank
Germany
$927K +$192K +1,761 +26%
EAM
184
EFG Asset Management
Oregon
$927K -$31.2K -282 -3%
KCM
185
Kendall Capital Management
Maryland
$867K -$49.1K -450 -5%
RP
186
Riverwater Partners
Wisconsin
$867K +$867K +7,948 New
JIR
187
James Investment Research
Ohio
$828K – – –
GC
188
Globeflex Capital
California
$805K – – –
CM
189
Capula Management
Cayman Islands
$773K +$773K +7,084 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$763K -$70.1K -643 -8%
TC
191
TownSquare Capital
Utah
$754K +$754K +6,912 New
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$744K +$744K +6,823 New
Two Sigma Investments
193
Two Sigma Investments
New York
$731K +$731K +6,700 New
LWAM
194
Legacy Wealth Asset Management
Minnesota
$725K -$3.82K -35 -0.5%
WG
195
Winton Group
United Kingdom
$718K -$618K -5,665 -46%
VanEck Associates
196
VanEck Associates
New York
$713K +$479K +4,390 +205%
SG Americas Securities
197
SG Americas Securities
New York
$710K -$364K -3,332 -34%
CB
198
Cadence Bank
Mississippi
$700K -$4.47K -41 -0.6%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$698K – – –
DCM
200
DGS Capital Management
New Jersey
$638K +$176K +1,611 +38%
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