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Evercore

472 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 165

3.17% less ownership

Funds ownership: 90.18%87.01% (-3.2%)

15% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $12.1M

Holders
472
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$883K
252
$876K
253
$871K
254
$868K
255
$857K
256
$843K
257
$831K
258
$830K
259
$815K
260
$812K
261
$809K
262
$806K
263
$802K
264
$787K
265
$787K
266
$785K
267
$757K
268
$753K
269
$752K
270
$751K
271
$749K
272
$748K
273
$743K
274
$734K
275
$719K