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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 %
BIM
251
Bridges Investment Management
Nebraska
$1.11M – – –
CL
252
Choreo LLC
Illinois
$1.11M +$196K +779 +21%
RP
253
Riverwater Partners
Wisconsin
$1.11M -$981K -3,942 -47%
TC
254
TownSquare Capital
Utah
$1.1M +$41.3K +163 +4%
TPCW
255
TD Private Client Wealth
New York
$1.09M +$28.1K +111 +3%
SA
256
Sanctuary Advisors
Indiana
$1.09M +$153K +493 +16%
MML Investors Services
257
MML Investors Services
Massachusetts
$1.08M +$7.35K +29 +0.7%
Verition Fund Management
258
Verition Fund Management
Connecticut
$1.05M +$1.05M +4,152 New
BP
259
BNP Paribas
France
$1.03M -$25.1K -99 -2%
Creative Planning
260
Creative Planning
Kansas
$1.02M +$83.3K +329 +9%
MF
261
Magnetar Financial
Illinois
$1M +$1M +3,954 New
PCS
262
Private Client Services
Kentucky
$1M +$1M +3,951 New
X
263
Xponance
Pennsylvania
$999K +$7.09K +28 +0.7%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$983K – – –
IP
265
Isthmus Partners
Wisconsin
$978K – – –
SEC
266
Seven Eight Capital
New York
$947K +$947K +3,737 New
CIP
267
Cornerstone Investment Partners
Georgia
$941K -$2.33M -9,180 -71%
Walleye Capital
268
Walleye Capital
New York
$928K -$15.8M -62,505 -94%
CB
269
Commerce Bank
Missouri
$918K -$55.7K -220 -6%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$896K +$207K +816 +30%
TCPG
271
Trivant Custom Portfolio Group
California
$876K +$32.4K +128 +4%
ACP
272
Aviance Capital Partners
Florida
$865K -$155K -610 -15%
Calamos Advisors
273
Calamos Advisors
Illinois
$832K +$832K +3,285 New
ORC
274
O'Rourke & Company
Massachusetts
$822K +$37.7K +149 +5%
MHI
275
Miller Howard Investments
New York
$804K -$143K -564 -15%
9 10
11
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