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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 %
HWAM
176
Hennion & Walsh Asset Management
New Jersey
$1.3M -$3.83K -31 -0.3%
ASRS
177
Arizona State Retirement System
Arizona
$1.27M -$48.2K -390 -4%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$1.27M +$98.9K +800 +8%
HW
179
Hancock Whitney
Mississippi
$1.27M +$1.27M +10,290 New
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.26M -$24.7K -200 -2%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$1.25M -$655K -5,302 -34%
BCC
182
Bridge City Capital
Oregon
$1.2M +$618 +5 +0.1%
CNAM
183
Campbell Newman Asset Management
Wisconsin
$1.2M +$26.1K +211 +2%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$11.9K -96 -1%
KWM
185
Kingsview Wealth Management
Oregon
$1.15M +$1.15M +9,272 New
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$1.13M -$40K -324 -3%
Marshall Wace
187
Marshall Wace
United Kingdom
$1.11M +$1.11M +9,009 New
Citigroup
188
Citigroup
New York
$1.11M -$332K -2,683 -23%
CCM
189
Cinctive Capital Management
New York
$1.11M +$1.11M +8,966 New
Deutsche Bank
190
Deutsche Bank
Germany
$1.1M +$64.5K +522 +6%
WTA
191
Washington Trust Advisors
Massachusetts
$1.1M – – –
Asset Management One
192
Asset Management One
Japan
$1.09M -$330K -2,674 -23%
AIP
193
Ameritas Investment Partners
Nebraska
$1.09M -$35.5K -287 -3%
SOMRS
194
State of Michigan Retirement System
Michigan
$1.08M -$37.1K -300 -3%
AIMCA
195
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M +$1.06M +8,613 New
DS
196
DRW Securities
Illinois
$1.05M +$1.05M +8,500 New
RP
197
Riverwater Partners
Wisconsin
$1.04M +$50.8K +411 +5%
Jane Street
198
Jane Street
New York
$1.03M -$3.52M -28,493 -77%
QCM
199
Quantinno Capital Management
New York
$1.03M -$52.3K -423 -5%
AIM
200
Ausbil Investment Management
Australia
$1.01M -$447K -3,615 -31%
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