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Evercore

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.57% more ownership

Funds ownership: 86.85%87.42% (+0.57%)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

Holders
582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$83.2M
3 +$56.2M
4
Invesco
Invesco
Georgia
+$38.1M
5
UBS Group
UBS Group
Switzerland
+$35.4M

Top Sellers

1 -$142M
2 -$89.9M
3 -$58.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$1.73M
252
$1.71M
253
$1.68M
254
$1.67M
255
$1.67M
256
$1.65M
257
$1.63M
258
$1.6M
259
$1.59M
260
$1.58M
261
$1.56M
262
$1.55M
263
$1.52M
264
$1.52M
265
$1.52M
266
$1.5M
267
$1.5M
268
$1.45M
269
$1.44M
270
$1.37M
271
$1.36M
272
$1.35M
273
$1.34M
274
$1.33M
275
$1.33M