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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$993K +$17.4K +128 +2%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$990K +$137K +1,011 +16%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$973K -$1.36M -9,995 -59%
JIR
204
James Investment Research
Ohio
$934K – – –
HWM
205
Hohimer Wealth Management
Washington
$928K – – –
FHB
206
First Hawaiian Bank
Hawaii
$918K -$1.36K -10 -0.1%
SM
207
Sciencast Management
New Jersey
$897K +$883K +6,506 New
AIM
208
Ausbil Investment Management
Australia
$870K -$234K -1,722 -21%
KCM
209
Kendall Capital Management
Maryland
$865K -$172K -1,265 -17%
DCM
210
DGS Capital Management
New Jersey
$850K +$20.6K +152 +3%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$846K -$872K -6,422 -51%
Lord, Abbett & Co
212
Lord, Abbett & Co
New Jersey
$837K +$24.3K +179 +3%
ZB
213
Zions Bancorporation
Utah
$836K +$65.7K +484 +9%
RCM
214
Radnor Capital Management
Pennsylvania
$834K +$462K +3,405 +129%
CB
215
Cadence Bank
Mississippi
$826K – – –
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$820K +$326K +2,403 +68%
PFO
217
Pathstone Family Office
New Jersey
$802K +$133K +979 +20%
Swedbank
218
Swedbank
Sweden
$800K – – –
LWAM
219
Legacy Wealth Asset Management
Minnesota
$795K -$10.2K -75 -1%
DAM
220
Deltec Asset Management
New York
$794K – – –
NFG
221
Nations Financial Group
Iowa
$788K +$35.8K +264 +5%
BCM
222
Bayesian Capital Management
New York
$786K +$774K +5,700 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$762K +$154K +1,136 +26%
VPIM
224
Vanguard Personalized Indexing Management
California
$750K +$52.5K +387 +8%
TC
225
TownSquare Capital
Utah
$745K -$282K -2,081 -28%
7 8
9
10 11

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.