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Evercore
EVR

Overview Fund Activity

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$114M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$132M
5
SSA
5
Schonfeld Strategic Advisors
New York
$16.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
S2L
2
Sparta 24 Ltd
Israel
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.07M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$512M 4,140,950 +420,497 +11%
BlackRock
2
BlackRock
New York
$399M 3,229,466 -124,875 -4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$197M 1,593,797 +16,898 +1%
Boston Partners
4
Boston Partners
Massachusetts
$185M 1,488,111 +1,091,246 +275%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$132M 1,069,568 +191,293 +22%
State Street
6
State Street
Massachusetts
$127M 1,030,232 -11,169 -1%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$114M 923,145 +374,285 +68%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$109M 883,718 -3,603 -0.4%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$89.6M 725,375 +714 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$83.5M 675,889 -21,522 -3%
Primecap Management
11
Primecap Management
California
$81.7M 660,880 +39,600 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$71.6M 578,934 -50,430 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$64.1M 518,828 +3,589 +0.7%
Invesco
14
Invesco
Georgia
$63.9M 516,651 +71,546 +16%
BG
15
Bahl & Gaynor
Ohio
$61.4M 497,032 +20,262 +4%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$50.6M 409,410 -87,182 -18%
Norges Bank
17
Norges Bank
Norway
$49.8M 403,290 +34,325 +9%
Fisher Asset Management
18
Fisher Asset Management
Washington
$47.3M 382,469 +26,539 +7%
American Century Companies
19
American Century Companies
Missouri
$46.3M 374,570 +67,982 +22%
CCM
20
Channing Capital Management
Illinois
$45.8M 370,727 +34,154 +10%
Franklin Resources
21
Franklin Resources
California
$42.5M 343,728 +15,797 +5%
CCMG
22
Clark Capital Management Group
Pennsylvania
$39.8M 322,416 +9,299 +3%
Bank of America
23
Bank of America
North Carolina
$39.2M 317,247 -20,812 -6%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$38.9M 315,101 +16,259 +5%
PA
25
Paralel Advisors
Colorado
$37.1M 300,000 – –
1
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