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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
+$136M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Millennium Management
Millennium Management
New York
-$112M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
4
American Century Companies
American Century Companies
Missouri
-$46.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
251
KeyBank National Association
Ohio
$883K +$40.6K +211 +5%
BCM
252
Buckhead Capital Management
Georgia
$876K +$1.93K +10 +0.2%
CAM
253
Cresset Asset Management
Illinois
$871K +$115K +596 +15%
CAIMH
254
Central Asset Investments & Management Holdings
Hong Kong
$868K +$868K +4,508 New
SIA
255
Sit Investment Associates
Minnesota
$857K – – –
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$843K -$296K -1,539 -26%
TC
257
TownSquare Capital
Utah
$831K -$162K -843 -16%
X
258
Xponance
Pennsylvania
$830K +$3.85K +20 +0.5%
TPCW
259
TD Private Client Wealth
New York
$815K +$70.9K +368 +10%
MF
260
Magnetar Financial
Illinois
$812K +$812K +4,218 New
HEIP
261
Hudson Edge Investment Partners
New Jersey
$806K – – –
II
262
Inspire Investing
Idaho
$802K +$370K +1,923 +86%
QC
263
Quadrature Capital
United Kingdom
$787K +$787K +4,089 New
FDS
264
Freedom Day Solutions
Texas
$787K -$16K -83 -2%
ACP
265
Aviance Capital Partners
Florida
$785K +$785K +4,075 New
Creative Planning
266
Creative Planning
Kansas
$757K +$112K +584 +17%
CB
267
Commerce Bank
Missouri
$753K -$73.6K -382 -9%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$752K -$222K -1,155 -23%
Asset Management One
269
Asset Management One
Japan
$751K +$751K +3,901 New
XT
270
XTX Topco
Cayman Islands
$749K +$136K +708 +22%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$748K – – –
IP
272
Isthmus Partners
Wisconsin
$743K +$743K +3,860 New
PHS
273
Pekin Hardy Strauss
Illinois
$734K -$1.54M -8,016 -68%
ZB
274
Zions Bancorporation
Utah
$719K -$371K -1,927 -34%
VF
275
Virtu Financial
New York
$713K +$422K +2,193 +145%
9 10
11
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