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Evercore
EVR

Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$89M
4
VNIM
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$114M
2
Millennium Management
Millennium Management
New York
$144M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
American Century Companies
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
226
Foster & Motley
Ohio
$1.26M +$578 +3 +0%
BP
227
BNP Paribas
France
$1.25M +$1.25M +6,475 New
AI
228
Atria Investments
North Carolina
$1.23M +$1.23M +6,405 New
DCM
229
DGS Capital Management
New Jersey
$1.2M +$16.4K +85 +1%
RCM
230
Radnor Capital Management
Pennsylvania
$1.16M – – –
CB
231
Cadence Bank
Mississippi
$1.16M +$7.9K +41 +0.7%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$1.16M +$62.8K +326 +6%
PP
233
PDT Partners
New York
$1.16M +$84K +436 +8%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$122K -636 -10%
FHB
235
First Hawaiian Bank
Hawaii
$1.13M -$28.9K -150 -2%
CC
236
Centiva Capital
New York
$1.13M +$418K +2,171 +59%
Swedbank
237
Swedbank
Sweden
$1.12M – – –
DAM
238
Deltec Asset Management
New York
$1.11M – – –
SEC
239
Seven Eight Capital
New York
$1.05M +$765K +3,971 +265%
HighTower Advisors
240
HighTower Advisors
Illinois
$1.05M +$14.7K +76 +1%
VI
241
Vestcor Inc
New Brunswick, Canada
$1.02M -$11K -57 -1%
QT
242
Quantbot Technologies
New York
$1.01M +$1.01M +5,246 New
LWAM
243
Legacy Wealth Asset Management
Minnesota
$994K -$2.89K -15 -0.3%
MFS
244
Mirabella Financial Services
United Kingdom
$991K +$991K +5,147 New
SPFA
245
Summit Place Financial Advisors
New Jersey
$976K +$73.4K +381 +8%
NRD
246
Nebula Research & Development
New York
$975K +$975K +5,064 New
MML Investors Services
247
MML Investors Services
Massachusetts
$949K +$113K +585 +13%
Pictet Asset Management
248
Pictet Asset Management
Switzerland
$930K +$131K +681 +16%
AWM
249
Angeles Wealth Management
California
$924K +$1.35K +7 +0.1%
Citigroup
250
Citigroup
New York
$893K +$168K +874 +23%
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