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Evercore
EVR

Overview Fund Activity

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
Invesco
Georgia
$326M
5
Vanguard Group
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Cadence Bank
Mississippi
$1.52M -$5.57K -22 -0.4%
DTL
227
Dynamic Technology Lab
Singapore
$1.47M +$1.47M +5,786 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$1.46M -$45.3K -179 -3%
DAM
229
Deltec Asset Management
New York
$1.46M – – –
CPC
230
Consolidated Planning Corp
Georgia
$1.45M +$875K +3,453 +151%
AIM
231
Ausbil Investment Management
Australia
$1.43M +$399K +1,573 +39%
EGM
232
Engineers Gate Manager
New York
$1.42M +$836K +3,299 +144%
FM
233
Foster & Motley
Ohio
$1.39M -$244K -963 -15%
HighTower Advisors
234
HighTower Advisors
Illinois
$1.37M +$140K +547 +11%
FHB
235
First Hawaiian Bank
Hawaii
$1.37M -$204K -805 -13%
LAM
236
LECAP Asset Management
United Kingdom
$1.36M +$163K +644 +14%
HIM
237
Hanlon Investment Management
New Jersey
$1.35M +$758K +2,990 +127%
Allspring Global Investments
238
Allspring Global Investments
North Carolina
$1.35M -$52.7K -208 -4%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$1.31M -$383K -1,513 -23%
Asset Management One
240
Asset Management One
Japan
$1.3M -$228K -899 -15%
LWAM
241
Legacy Wealth Asset Management
Minnesota
$1.3M -$9.12K -36 -0.7%
SPFA
242
Summit Place Financial Advisors
New Jersey
$1.25M -$228K -901 -15%
AWM
243
Angeles Wealth Management
California
$1.22M +$4.05K +16 +0.3%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$1.21M +$1.21M +4,761 New
Pictet Asset Management
245
Pictet Asset Management
Switzerland
$1.19M -$35.5K -140 -3%
II
246
Inspire Investing
Idaho
$1.17M +$416K +1,642 +55%
FDS
247
Freedom Day Solutions
Texas
$1.17M +$6.33K +25 +0.5%
BCM
248
Buckhead Capital Management
Georgia
$1.15M – – –
SIA
249
Sit Investment Associates
Minnesota
$1.13M – – –
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.12M +$76.8K +303 +7%
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