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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$1.48M +$679 +5 +0%
ASRS
177
Arizona State Retirement System
Arizona
$1.43M +$9.77K +72 +0.7%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$1.37M -$54.3K -400 -4%
TI
179
Tidal Investments
Wisconsin
$1.36M -$162K -1,195 -11%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$54.3K -400 -4%
QCM
181
Quantinno Capital Management
New York
$1.34M +$182K +1,342 +16%
BCC
182
Bridge City Capital
Oregon
$1.33M -$8.55K -63 -0.6%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$9.25M -68,145 -88%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$1.32M -$77K -567 -6%
CNAM
185
Campbell Newman Asset Management
Wisconsin
$1.31M -$23.2K -171 -2%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$15.9K -117 -1%
DIA
187
Dana Investment Advisors
Wisconsin
$1.31M -$623K -4,590 -33%
ECM
188
ExodusPoint Capital Management
New York
$1.29M +$1.27M +9,333 New
ERIC
189
Eagle Rock Investment Company
Georgia
$1.28M +$1.26M +9,263 New
PCM
190
Prana Capital Management
Connecticut
$1.21M +$597K +4,401 +100%
HWAM
191
Hennion & Walsh Asset Management
New Jersey
$1.18M -$260K -1,916 -18%
Deutsche Bank
192
Deutsche Bank
Germany
$1.16M -$66K -486 -5%
WTA
193
Washington Trust Advisors
Massachusetts
$1.15M -$67.9K -500 -6%
RP
194
Riverwater Partners
Wisconsin
$1.15M -$9.23K -68 -0.8%
SOMRS
195
State of Michigan Retirement System
Michigan
$1.15M -$54.3K -400 -5%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.12M +$14.7K +108 +1%
Stifel Financial
197
Stifel Financial
Missouri
$1.09M -$467K -3,438 -30%
AIP
198
Ameritas Investment Partners
Nebraska
$1.08M -$135K -992 -11%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$15.1K -111 -1%
NMERB
200
New Mexico Educational Retirement Board
New Mexico
$1.01M – – –
6 7
8
9 10

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.