EVR icon

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 %
AIM
251
Ausbil Investment Management
Australia
$845K -$2.17M -10,434 -72%
ACP
252
Aviance Capital Partners
Florida
$839K -$10.4K -50 -1%
CPBTD
253
Central Pacific Bank - Trust Division
Hawaii
$824K +$55.2K +265 +7%
X
254
Xponance
Pennsylvania
$816K -$81.5K -391 -9%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$809K – – –
IP
256
Isthmus Partners
Wisconsin
$805K – – –
CB
257
Commerce Bank
Missouri
$801K -$13.8K -66 -2%
MHI
258
Miller Howard Investments
New York
$779K +$16.7K +80 +2%
HEIP
259
Hudson Edge Investment Partners
New Jersey
$777K -$95.5K -458 -11%
XT
260
XTX Topco
Cayman Islands
$776K -$34.8K -167 -4%
Creative Planning
261
Creative Planning
Kansas
$774K -$45.4K -218 -6%
CL
262
Choreo LLC
Illinois
$772K +$772K +3,659 New
AG
263
Algert Global
California
$771K -$4.67M -22,398 -86%
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$768K – – –
DAS
265
Dynamic Advisor Solutions
Arizona
$750K +$5.21K +25 +0.7%
TCPG
266
Trivant Custom Portfolio Group
California
$694K +$694K +3,331 New
NL
267
NKCFO LLC
Illinois
$688K +$688K +3,300 New
CAIMH
268
Central Asset Investments & Management Holdings
Hong Kong
$688K -$252K -1,208 -27%
GDP
269
Great Diamond Partners
Maine
$679K +$1.25K +6 +0.2%
P
270
Pitcairn
Pennsylvania
$677K +$42.7K +205 +7%
ORC
271
O'Rourke & Company
Massachusetts
$645K +$208 +1 +0%
Federated Hermes
272
Federated Hermes
Pennsylvania
$633K -$134K -641 -17%
Swedbank
273
Swedbank
Sweden
$625K -$584K -2,800 -48%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$620K +$257K +1,232 +71%
II
275
Inspire Investing
Idaho
$618K -$250K -1,198 -29%
9 10
11
12 13