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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 %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$635K -$49.5K -454 -7%
MCM
202
MAI Capital Management
Ohio
$633K +$291K +2,664 +85%
Swedbank
203
Swedbank
Sweden
$633K – – –
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$630K -$87.2K -800 -12%
DAM
205
Deltec Asset Management
New York
$628K – – –
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$591K +$4.47K +41 +0.8%
PP
207
PDT Partners
New York
$583K -$577K -5,292 -50%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$580K +$7.85K +72 +1%
Handelsbanken Fonder
209
Handelsbanken Fonder
Sweden
$571K – – –
NFG
210
Nations Financial Group
Iowa
$570K -$1.03M -9,425 -64%
HEIP
211
Hudson Edge Investment Partners
New Jersey
$568K -$4.47K -41 -0.8%
SPA
212
Sherbrooke Park Advisers
New York
$567K +$567K +5,200 New
FHB
213
First Hawaiian Bank
Hawaii
$565K +$565K +5,178 New
Federated Hermes
214
Federated Hermes
Pennsylvania
$543K -$6.84M -62,706 -93%
AWM
215
Angeles Wealth Management
California
$523K +$327 +3 +0.1%
EGM
216
Engineers Gate Manager
New York
$518K -$438K -4,017 -46%
X
217
Xponance
Pennsylvania
$518K +$53.3K +489 +11%
MML Investors Services
218
MML Investors Services
Massachusetts
$516K -$97K -890 -16%
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$513K +$241K +2,214 +89%
CIP
220
Cornerstone Investment Partners
Georgia
$508K – – –
QCM
221
Quantinno Capital Management
New York
$501K +$501K +4,595 New
BCM
222
Buckhead Capital Management
Georgia
$495K – – –
SIA
223
Sit Investment Associates
Minnesota
$485K -$134K -1,225 -22%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$485K -$24.2K -222 -5%
WA
225
Wambolt & Associates
Colorado
$481K +$35.6K +326 +8%
7 8
9
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