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Evercore
EVR

Overview Fund Activity

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$143M
2
Invesco
2
Invesco
Georgia
$90.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.3M
4
American Century Companies
4
American Century Companies
Missouri
$69.5M
5
SI
5
Scout Investments
Missouri
$45.8M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$82.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$191M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$526M 3,815,399 -325,551 -8%
BlackRock
2
BlackRock
New York
$437M 3,168,520 -60,946 -2%
Boston Partners
3
Boston Partners
Massachusetts
$205M 1,493,113 +5,002 +0.3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$191M 1,385,225 -208,572 -13%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$148M 1,070,915 +1,347 +0.1%
State Street
6
State Street
Massachusetts
$144M 1,044,577 +14,345 +1%
Millennium Management
7
Millennium Management
New York
$143M 1,035,553 +894,719 +635%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$124M 898,382 +14,664 +2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$99.6M 722,563 -2,812 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$96.5M 699,856 +23,967 +4%
Invesco
11
Invesco
Georgia
$90.6M 657,207 +140,556 +27%
Primecap Management
12
Primecap Management
California
$90.6M 656,880 -4,000 -0.6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$82.1M 595,373 -327,772 -36%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$80.9M 586,619 +7,685 +1%
BG
15
Bahl & Gaynor
Ohio
$71.7M 520,222 +23,190 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70M 508,048 -10,780 -2%
American Century Companies
17
American Century Companies
Missouri
$69.5M 504,008 +129,438 +35%
CCM
18
Channing Capital Management
Illinois
$57.6M 417,428 +46,701 +13%
Norges Bank
19
Norges Bank
Norway
$54.3M 393,889 -9,401 -2%
Fisher Asset Management
20
Fisher Asset Management
Washington
$49.8M 361,266 -21,203 -6%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$47.3M 343,245 +71,666 +26%
Franklin Resources
22
Franklin Resources
California
$45.8M 332,171 -11,557 -3%
SI
23
Scout Investments
Missouri
$45.8M 341,068 +110,442 +48%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$43.4M 314,575 -94,835 -23%
BTW
25
Boston Trust Walden
Massachusetts
$41.4M 300,048 +18,183 +6%
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