Evercore Inc.
Hedge Funds Holdings

Last updated:

Evercore Inc.‘s stocks are currently a part of 327 hedge funds’ portfolios, which represents 70.42% of the total amount of its stocks outstanding. This makes up a total of 28.94M shares of Evercore Inc.. Compared to the previous quarter, the number fell by -8.19% or -2.58M shares fewer. As for the holding position changes, 33.03% (108) of current hedge fund investors increased the number of shares held, 44.95% (147) of current holders sold a part of the shares held, and 14.37% (47) closed the holdings completely. 32 hedge funds are new holders of Evercore Inc. stock in Q3 2022, it is 9.79% of total holders.

Hedge funds holding Evercore (Q4 2017 – Q3 2022)

Number of hedge funds
Q4 2017 325
Q1 2018 348
Q2 2018 362
Q3 2018 356
Q4 2018 332
Q1 2019 340
Q2 2019 328
Q3 2019 333
Q4 2019 319
Q1 2020 282
Q2 2020 294
Q3 2020 292
Q4 2020 343
Q1 2021 402
Q2 2021 419
Q3 2021 416
Q4 2021 430
Q1 2022 401
Q2 2022 373
Q3 2022 327

Hedge funds changes in Evercore positions (Q4 2017 – Q3 2022)

Changes in positions
Q4 2017 551131222015
Q1 2018 651161233311
Q2 2018 62120132453
Q3 2018 42124142453
Q4 2018 529315777-47
Q1 2019 53130109453
Q2 2019 4311313346-7
Q3 2019 40120132365
Q4 2019 4411313248-18
Q1 2020 3510211369-37
Q2 2020 5610010844-14
Q3 2020 4393112404
Q4 2020 83109112318
Q1 2021 891351412512
Q2 2021 67125176483
Q3 2021 461371624328
Q4 2021 631481624116
Q1 2022 5116714177-35
Q2 2022 4015413961-21
Q3 2022 3210814747-7

Hedge funds changes in Evercore stock options (Q4 2017 – Q3 2022)

Changes in stock options
Q4 2017 5,787,000 22,680,000
Q1 2018 7,360,000 3,455,000
Q2 2018 9,255,000 20,180,000
Q3 2018 5,882,000 14,559,000
Q4 2018 2,440,000 6,908,000
Q1 2019 3,404,000 14,468,000
Q2 2019 1,603,000 17,149,000
Q3 2019 1,370,000 6,985,000
Q4 2019 971,000 2,422,000
Q1 2020 948,000 1,478,000
Q2 2020 3,152,000 2,345,000
Q3 2020 4,457,000 2,809,000
Q4 2020 13,146,000 10,206,000
Q1 2021 11,880,000 17,886,000
Q2 2021 26,187,000 30,018,000
Q3 2021 16,813,000 11,249,000
Q4 2021 5,775,000 3,723,000
Q1 2022 3,952,000 5,054,000
Q2 2022 4,231,000 16,597,000
Q3 2022 1,126,000 2,882,000

Top 50 hedge fund holders of Evercore Inc. (NYSE:EVR)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 307.93M 3.74M 0.009%
BLACKROCK INC. Larry Fink 272.34M 3.31M 0.009%
JPMORGAN CHASE & CO 139.28M 1.69M 0.020%
STATE STREET CORP 84.88M 1.03M 0.005%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 76.32M 927.91K 0.328%
DIMENSIONAL FUND ADVISORS LP 71.21M 865.85K 0.027%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 64.15M 779.96K 0.023%
GOLDMAN SACHS GROUP INC 61.35M 745.98K 0.014%
GEODE CAPITAL MANAGEMENT, LLC 55.87M 679.30K 0.009%
MILLENNIUM MANAGEMENT LLC Israel Englander 53.33M 648.48K 0.032%
MORGAN STANLEY 52.25M 635.31K 0.007%
JACOBS LEVY EQUITY MANAGEMENT, INC 44.21M 537.58K 0.349%
PRIMECAP MANAGEMENT CO/CA/ 44.18M 537.2K 0.043%
BANK OF NEW YORK MELLON CORP 41.78M 508.04K 0.010%
BAHL & GAYNOR INC 37.46M 455.46K 0.248%
BOSTON PARTNERS 33.49M 384.12K 0.049%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 31.74M 386K 0.045%
FIRST TRUST ADVISORS LP 31.39M 381.72K 0.041%
FULLER & THALER ASSET MANAGEMENT, INC. 30.39M 369.48K 0.219%
COPELAND CAPITAL MANAGEMENT, LLC 30.21M 367.29K 0.997%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 29.64M 363.79K 0.072%
FRANKLIN RESOURCES INC 28.53M 346.97K 0.016%
CITADEL ADVISORS LLC Ken Griffin 28.23M 343.30K 0.006%
NITORUM CAPITAL, L.P. 25.78M 313.51K 2.244%
NORTHERN TRUST CORP 25.72M 312.72K 0.006%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 25.31M 307.72K 0.005%
PARALEL ADVISORS LLC 24.67M 300K 1.729%
BANK OF AMERICA CORP /DE/ 23.17M 281.78K 0.003%
NUVEEN ASSET MANAGEMENT, LLC 23.02M 279.92K 0.009%
BOSTON TRUST WALDEN CORP 21.90M 266.31K 0.217%
FRONTIER CAPITAL MANAGEMENT CO LLC 21.36M 259.76K 0.251%
CLARK CAPITAL MANAGEMENT GROUP, INC. 19.82M 240.98K 0.260%
PANAGORA ASSET MANAGEMENT INC 18.44M 224.19K 0.128%
MARSHALL WACE, LLP Paul Marshall 18.38M 223.47K 0.040%
ASSENAGON ASSET MANAGEMENT S.A. 17.13M 208.33K 0.066%
BERNZOTT CAPITAL ADVISORS 16.90M 205.5K 2.279%
UBS ASSET MANAGEMENT AMERICAS INC 15.58M 189.45K 0.009%
ARIEL INVESTMENTS, LLC 15.13M 184.06K 0.166%
WEDGE CAPITAL MANAGEMENT L L P/NC 15.01M 182.55K 0.254%
STATE OF WISCONSIN INVESTMENT BOARD 14.53M 176.72K 0.046%
AMERICAN CENTURY COMPANIES INC 14.37M 174.75K 0.013%
QUBE RESEARCH & TECHNOLOGIES LTD 14.04M 170.72K 0.084%
RUSSELL INVESTMENTS GROUP, LTD. 14.03M 170.64K 0.031%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 13.95M 169.67K 0.025%
ALLIANCEBERNSTEIN L.P. 13.60M 165.42K 0.007%
MACQUARIE GROUP LTD 12.52M 151.44K 0.015%
WELLS FARGO & COMPANY/MN 12.31M 149.66K 0.004%
PRINCIPAL FINANCIAL GROUP INC 11.55M 140.53K 0.009%
AMERIPRISE FINANCIAL INC 11.44M 139.03K 0.004%
INVESCO LTD. 11.12M 135.23K 0.004%