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Evercore
EVR

Overview Fund Activity

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$31.7M
2
Invesco
2
Invesco
Georgia
$51.4M
3
SI
3
Scout Investments
Missouri
$27.1M
4
SO
4
STRS Ohio
Ohio
$23.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$35M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$26.5M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$63.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$609K
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$429M 3,720,453 -44,405 -1%
BlackRock
2
BlackRock
New York
$387M 3,354,341 -99,189 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$182M 1,576,899 -26,987 -2%
State Street
4
State Street
Massachusetts
$120M 1,041,401 +1,190 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$102M 887,321 +17,843 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$101M 878,275 +7,331 +0.8%
Millennium Management
7
Millennium Management
New York
$96.7M 838,178 -122,761 -13%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$83.6M 724,661 +101,467 +16%
Morgan Stanley
9
Morgan Stanley
New York
$80.5M 697,411 -18,235 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$72.6M 629,364 -10,575 -2%
Primecap Management
11
Primecap Management
California
$71.7M 621,280 +42,400 +7%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$63.3M 548,860 -371,100 -40%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$59.4M 515,239 +1,841 +0.4%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$57.3M 496,592 +383 +0.1%
BG
15
Bahl & Gaynor
Ohio
$55M 476,770 -20,321 -4%
Invesco
16
Invesco
Georgia
$51.4M 445,105 +267,842 +151%
Boston Partners
17
Boston Partners
Massachusetts
$45.5M 396,865 +17,462 +5%
Norges Bank
18
Norges Bank
Norway
$42.6M 368,965 +14,090 +4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$41.1M 355,930 -15,805 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$40.5M 351,327 -42,463 -11%
Bank of America
21
Bank of America
North Carolina
$39M 338,059 +25,054 +8%
CCM
22
Channing Capital Management
Illinois
$38.8M 336,573 +53,923 +19%
Franklin Resources
23
Franklin Resources
California
$37.8M 327,931 -16,184 -5%
CCMG
24
Clark Capital Management Group
Pennsylvania
$36.1M 313,117 +9,789 +3%
American Century Companies
25
American Century Companies
Missouri
$35.4M 306,588 +85,990 +39%
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