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Evercore
EVR

Overview Fund Activity

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$215M
5
Invesco
Invesco
Georgia
$223M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$1.18M -$577K -2,769 -33%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M +$675K +3,240 +135%
SPA
228
Sherbrooke Park Advisers
New York
$1.16M +$778K +3,735 +202%
IIM
229
INTECH Investment Management
Florida
$1.16M +$1.16M +5,573 New
Allspring Global Investments
230
Allspring Global Investments
North Carolina
$1.16M -$96.7K -464 -8%
VI
231
Vestcor Inc
New Brunswick, Canada
$1.1M – – –
LWAM
232
Legacy Wealth Asset Management
Minnesota
$1.07M -$1.67K -8 -0.2%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$1.05M -$1.17M -5,615 -53%
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.01M +$2.29K +11 +0.2%
HighTower Advisors
235
HighTower Advisors
Illinois
$1.01M -$124K -592 -11%
AWM
236
Angeles Wealth Management
California
$1M – – –
LAM
237
LECAP Asset Management
United Kingdom
$987K +$987K +4,736 New
PP
238
PDT Partners
New York
$959K -$294K -1,411 -23%
FDS
239
Freedom Day Solutions
Texas
$955K +$103K +495 +12%
BCM
240
Buckhead Capital Management
Georgia
$948K – – –
ACM
241
Aquatic Capital Management
Illinois
$938K -$1.4M -6,700 -60%
SIA
242
Sit Investment Associates
Minnesota
$928K – – –
BIM
243
Bridges Investment Management
Nebraska
$917K +$917K +4,399 New
MML Investors Services
244
MML Investors Services
Massachusetts
$882K -$146K -699 -14%
TPCW
245
TD Private Client Wealth
New York
$877K -$4.79K -23 -0.5%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$876K +$296K +1,420 +51%
TC
247
TownSquare Capital
Utah
$868K -$31.1K -149 -3%
BP
248
BNP Paribas
France
$868K -$481K -2,310 -36%
KeyBank National Association
249
KeyBank National Association
Ohio
$864K -$92.1K -442 -10%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$859K +$45.4K +218 +6%
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