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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.

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
1
Massachusetts Financial Services
Massachusetts
$95M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$40.5M
3
Millennium Management
3
Millennium Management
New York
$105M
4
CCM
4
Channing Capital Management
Illinois
$30.8M
5
S2L
5
Sparta 24 Ltd
Israel
$30M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$1K
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$411M 3,764,858 +20,941 +0.6%
BlackRock
2
BlackRock
New York
$377M 3,453,530 +142,370 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$175M 1,603,886 -89,557 -5%
State Street
4
State Street
Massachusetts
$113M 1,040,211 +8,176 +0.8%
Millennium Management
5
Millennium Management
New York
$105M 960,939 +312,452 +48%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$100M 919,960 -7,950 -0.9%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$95M 870,944 +769,634 +760%
Charles Schwab
8
Charles Schwab
California
$86.6M 793,758 +13,793 +2%
Morgan Stanley
9
Morgan Stanley
New York
$78.1M 715,646 +80,332 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$69.8M 639,939 -39,370 -6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$68M 623,194 +253,709 +69%
Primecap Management
12
Primecap Management
California
$63.1M 578,880 +41,680 +8%
Goldman Sachs
13
Goldman Sachs
New York
$59.1M 541,558 -204,423 -27%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$56M 513,398 +5,354 +1%
BG
15
Bahl & Gaynor
Ohio
$54.2M 497,091 +41,627 +9%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$54.1M 496,209 -41,380 -8%
Boston Partners
17
Boston Partners
Massachusetts
$43M 379,403 -4,725 -1%
First Trust Advisors
18
First Trust Advisors
Illinois
$43M 393,790 +12,063 +3%
Fisher Asset Management
19
Fisher Asset Management
Washington
$40.5M 371,735 +313,463 +538%
Norges Bank
20
Norges Bank
Norway
$38.7M 354,875 -35,547 -9%
Franklin Resources
21
Franklin Resources
California
$37.5M 344,115 -2,861 -0.8%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$34.8M 318,724 +38,804 +14%
Bank of America
23
Bank of America
North Carolina
$34.1M 313,005 +31,222 +11%
CCMG
24
Clark Capital Management Group
Pennsylvania
$33.1M 303,328 +62,345 +26%
PA
25
Paralel Advisors
Colorado
$32.7M 300,000 – –
1
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