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Evercore
EVR

Overview Fund Activity

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$43.9M
2
BlackRock
2
BlackRock
New York
$335M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$380M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$77.1M
5
BG
5
Bahl & Gaynor
Ohio
$48.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$796K
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
Man Group
3
Man Group
United Kingdom
$11.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$12.1M
5
GIP
5
Granite Investment Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$380M 4,055,272 +185,497 +5%
BlackRock
2
BlackRock
New York
$335M 3,583,425 +195,343 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129M 1,375,684 +18,894 +1%
State Street
4
State Street
Massachusetts
$102M 1,090,616 +14,066 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$81M 865,087 -4,458 -0.5%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$77.1M 823,970 +171,430 +26%
Charles Schwab
7
Charles Schwab
California
$68.1M 726,963 +48,210 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$65.4M 699,038 +100,145 +17%
Goldman Sachs
9
Goldman Sachs
New York
$57.3M 611,906 -83,230 -12%
Morgan Stanley
10
Morgan Stanley
New York
$53.9M 576,092 -136,202 -19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$50.6M 540,944 -19,617 -3%
BG
12
Bahl & Gaynor
Ohio
$48.6M 519,179 +152,751 +42%
Millennium Management
13
Millennium Management
New York
$47.1M 503,439 -15,619 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$43.9M 469,200 +221,400 +89%
Primecap Management
15
Primecap Management
California
$41M 437,800 +26,500 +6%
Boston Partners
16
Boston Partners
Massachusetts
$37M 391,136 -147,941 -27%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$36.6M 390,849 +112,807 +41%
NC
18
Nitorum Capital
New York
$36.1M 385,911 – –
First Trust Advisors
19
First Trust Advisors
Illinois
$34.7M 370,626 +34,518 +10%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$34.6M 369,961 +65,511 +22%
Citadel Advisors
21
Citadel Advisors
Florida
$34.6M 369,527 -133,283 -27%
CCM
22
Copeland Capital Management
Pennsylvania
$33.9M 362,115 -1,512 -0.4%
Norges Bank
23
Norges Bank
Norway
$32.9M 351,066 -2,960 -0.8%
Franklin Resources
24
Franklin Resources
California
$32.6M 347,821 -10,542 -3%
Northern Trust
25
Northern Trust
Illinois
$31.2M 333,389 -61,659 -16%
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