EVERCORE INC - A (EVR) Institutional Ownership Changes & 13F Activity

EVERCORE INC - A (EVR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, First Eagle U.S. Value, and Ariel Appreciation Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2023Ariel Appreciation FundBuy3,479164,835$22,727,450
Q3 2023First Eagle U.S. ValueBuy53260,424$8,331,261
Q2 2023Renaissance Technologies LLCBuy69,300213,700$26,411
Q2 2023First Eagle U.S. ValueBuy30,00459,892$7,402,052
Q2 2023Ariel Appreciation FundBuy4,934161,356$19,941,988
Q1 2023Renaissance Technologies LLCSell-53,100144,400$16,661
Q1 2023First Eagle U.S. ValueBuy29,79329,888$3,448,478
Q1 2023Ariel Appreciation FundBuy2,311156,422$18,047,970
Q4 2022Renaissance Technologies LLCSell-188,500197,500$21,543
Q4 2022Ariel Appreciation FundSell-29,955154,111$16,810,428
Q3 2022Renaissance Technologies LLCSell-83,200386,000$31,749
Q3 2022Ariel Appreciation FundSell-4,911184,066$15,139
Q2 2022Renaissance Technologies LLCBuy221,400469,200$43,922
Q2 2022Ariel Appreciation FundSell-24,030188,977$17,690
Q2 2022First Eagle U.S. ValueSell-21,08695$9
Q1 2022Renaissance Technologies LLCBuy198,300247,800$27,585
Q1 2022First Eagle U.S. ValueBuy21,18121,181$2,358
Q1 2022Ariel Appreciation FundSell-4,045213,007$23,712
Q4 2021Ariel Appreciation FundSell-22,346217,052$29,487
Q4 2021Renaissance Technologies LLCSell-7,40049,500$6,725
Q3 2021Renaissance Technologies LLCSell-100,00056,900$7,606
Q3 2021Ariel Appreciation FundSell-18,848239,398$32,000
Q2 2021Ariel Appreciation FundSell-1,437258,246$36,353
Q1 2021Ariel Appreciation FundSell-500259,683$34,211
Q4 2020Ariel Appreciation FundBuy68,365260,183$28,526
Q2 2020Renaissance Technologies LLCSell-150,800156,900$9,245
Q2 2020Ariel Appreciation FundBuy136,918191,818$11,302
Q1 2020Renaissance Technologies LLCBuy65,500307,700$14,173
Q1 2020Ariel Appreciation FundBuy6,20054,900$2,529
Q4 2019Renaissance Technologies LLCBuy201,600242,200$18,107

Frequently asked questions about EVR activity

  • Which institutional owners are buying EVR?

    Institutional owners buying EVR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EVR activity?

    "Buy" means an investor increased their reported position in EVR compared to the prior reporting period. This reflects growing exposure to EVERCORE INC - A (EVR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EVR increasing?

    Institutional interest in EVR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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