EVR icon

Evercore
EVR

Overview Fund Activity

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$44.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$139M
3
PA
3
Paralel Advisors
Colorado
$24.7M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$14M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$17.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$308M
2
BlackRock
2
BlackRock
New York
$272M
3
Holocene Advisors
3
Holocene Advisors
New York
$4.84M
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$308M 3,743,917 -311,355 -8%
BlackRock
2
BlackRock
New York
$272M 3,311,160 -272,265 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$139M 1,693,443 +317,759 +23%
State Street
4
State Street
Massachusetts
$84.9M 1,032,035 -58,581 -5%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$76.3M 927,910 +103,940 +13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$71.2M 865,850 +763 +0.1%
Charles Schwab
7
Charles Schwab
California
$64.2M 779,965 +53,002 +7%
Goldman Sachs
8
Goldman Sachs
New York
$61.4M 745,981 +134,075 +22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.9M 679,309 -19,729 -3%
Millennium Management
10
Millennium Management
New York
$53.3M 648,487 +145,048 +29%
Morgan Stanley
11
Morgan Stanley
New York
$52.3M 635,314 +59,222 +10%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$44.2M 537,589 +439,622 +449%
Primecap Management
13
Primecap Management
California
$44.2M 537,200 +99,400 +23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$41.8M 508,044 -32,900 -6%
BG
15
Bahl & Gaynor
Ohio
$37.5M 455,464 -63,715 -12%
Boston Partners
16
Boston Partners
Massachusetts
$33.5M 384,128 -7,008 -2%
Norges Bank
17
Norges Bank
Norway
$32.1M 390,422 +39,356 +11%
Renaissance Technologies
18
Renaissance Technologies
New York
$31.7M 386,000 -83,200 -18%
First Trust Advisors
19
First Trust Advisors
Illinois
$31.4M 381,727 +11,101 +3%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$30.4M 369,485 -476 -0.1%
CCM
21
Copeland Capital Management
Pennsylvania
$30.2M 367,298 +5,183 +1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$29.6M 363,796 +60,951 +20%
Franklin Resources
23
Franklin Resources
California
$28.5M 346,976 -845 -0.2%
Citadel Advisors
24
Citadel Advisors
Florida
$28.2M 343,306 -26,221 -7%
NC
25
Nitorum Capital
New York
$25.8M 313,511 -72,400 -19%
1
2 3 4 5