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Evercore
EVR

Overview Fund Activity

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$226M
2
Millennium Management
2
Millennium Management
New York
$227M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$62.6M
4
Boston Partners
4
Boston Partners
Massachusetts
$284M
5
Invesco
5
Invesco
Georgia
$134M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$63.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$632M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$221M
5
Franklin Resources
5
Franklin Resources
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$632M 3,694,904 -120,495 -3%
BlackRock
2
BlackRock
New York
$546M 3,191,340 +22,820 +0.7%
Boston Partners
3
Boston Partners
Massachusetts
$284M 1,658,488 +165,375 +11%
Millennium Management
4
Millennium Management
New York
$227M 1,327,251 +291,698 +28%
Morgan Stanley
5
Morgan Stanley
New York
$226M 1,319,284 +619,428 +89%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$221M 1,291,572 -93,653 -7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$181M 1,058,525 -12,390 -1%
State Street
8
State Street
Massachusetts
$181M 1,056,240 +11,663 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$147M 858,837 -39,545 -4%
Invesco
10
Invesco
Georgia
$134M 785,579 +128,372 +20%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$123M 718,684 -3,879 -0.5%
Primecap Management
12
Primecap Management
California
$112M 656,880 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$103M 599,962 +13,343 +2%
American Century Companies
14
American Century Companies
Missouri
$92.8M 542,267 +38,259 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$82M 479,644 -28,404 -6%
BG
16
Bahl & Gaynor
Ohio
$75.5M 441,298 -78,924 -15%
CCM
17
Channing Capital Management
Illinois
$71.4M 417,571 +143 +0%
Norges Bank
18
Norges Bank
Norway
$67.2M 393,040 -849 -0.2%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$63.5M 371,495 -223,878 -38%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$62.6M 366,229 +233,472 +176%
EIP
21
Epoch Investment Partners
New York
$60.6M 354,465 +74,317 +27%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$58.7M 343,183 +28,608 +9%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$54.1M 316,233 -27,012 -8%
SI
24
Scout Investments
Missouri
$53.3M 311,622 -29,446 -9%
Fisher Asset Management
25
Fisher Asset Management
Washington
$52.3M 305,564 -55,702 -15%
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