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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 %
Citigroup
176
Citigroup
New York
$1.35M -$366K -3,175 -21%
TI
177
Tidal Investments
Wisconsin
$1.34M -$216K -1,871 -14%
YIH
178
Y-Intercept (HK)
Hong Kong
$1.34M +$1.34M +11,617 New
Asset Management One
179
Asset Management One
Japan
$1.33M -$299K -2,588 -18%
VanEck Associates
180
VanEck Associates
New York
$1.32M +$566K +4,904 +75%
BCM
181
Bayesian Capital Management
New York
$1.31M +$897K +7,776 +216%
VFO
182
Virtus Family Office
Texas
$1.31M -$11K -95 -0.8%
FDS
183
Freedom Day Solutions
Texas
$1.3M +$1.3M +11,253 New
WG
184
Winton Group
United Kingdom
$1.27M +$515K +4,465 +68%
CC
185
Centiva Capital
New York
$1.26M +$1.26M +10,925 New
MF
186
Magnetar Financial
Illinois
$1.26M +$1.26M +10,920 New
ASRS
187
Arizona State Retirement System
Arizona
$1.23M +$22.6K +196 +2%
HWAM
188
Hennion & Walsh Asset Management
New Jersey
$1.21M -$122K -1,055 -9%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$1.21M +$60.1K +460 +5%
OPERF
190
Oregon Public Employees Retirement Fund
Oregon
$1.2M -$10K -87 -0.8%
ACM
191
Aquatic Capital Management
Illinois
$1.15M +$1.15M +10,000 New
AWM
192
AE Wealth Management
Kansas
$1.14M -$493K -4,271 -30%
PRC
193
Pearl River Capital
Michigan
$1.14M +$22K +191 +2%
BCC
194
Bridge City Capital
Oregon
$1.12M -$4.15K -36 -0.4%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.12M -$27.2K -236 -2%
JF
196
Jump Financial
Illinois
$1.11M +$1.11M +9,602 New
LSERS
197
Louisiana State Employees Retirement System
Louisiana
$1.1M -$11.5K -100 -1%
CNAM
198
Campbell Newman Asset Management
Wisconsin
$1.1M +$10.2K +88 +0.9%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$1.09M -$10K -87 -0.9%
PI
200
PineBridge Investments
New York
$1.08M +$1.08M +9,344 New
6 7
8
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