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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 %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$608K +$37.3K +179 +7%
SAM
277
Securian Asset Management
Minnesota
$594K – – –
CCM
278
Coldstream Capital Management
Washington
$582K +$1.25K +6 +0.2%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$567K +$35.6K +171 +7%
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$566K – – –
MCM
281
MAI Capital Management
Ohio
$557K -$34K -163 -6%
SA
282
Sanctuary Advisors
Indiana
$551K +$551K +2,992 New
VA
283
Vident Advisory
Georgia
$533K -$48.2K -231 -8%
CIS
284
Custom Index Systems
New York
$519K +$519K +2,489 New
KCM
285
Kendall Capital Management
Maryland
$512K -$195K -935 -28%
CGH
286
Crossmark Global Holdings
Texas
$510K -$68.5K -329 -12%
IB
287
Intrust Bank
Kansas
$509K -$13.8K -66 -3%
DWM
288
Diversify Wealth Management
Utah
$496K +$496K +2,233 New
YMRC
289
Yorktown Management & Research Company
Virginia
$495K – – –
APWM
290
Argonautica Private Wealth Management
Massachusetts
$494K – – –
HIM
291
Hanlon Investment Management
New Jersey
$490K +$44.6K +214 +10%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$479K – – –
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$479K -$11.9K -57 -2%
EGM
294
Engineers Gate Manager
New York
$479K -$178K -854 -27%
CPC
295
Consolidated Planning Corp
Georgia
$476K +$119K +571 +33%
FRM
296
Fox Run Management
Connecticut
$464K +$129K +617 +38%
Osaic Holdings
297
Osaic Holdings
Arizona
$459K -$1.48M -7,099 -76%
ZB
298
Zions Bancorporation
Utah
$459K -$319K -1,532 -41%
IA
299
Inspire Advisors
Idaho
$454K +$454K +2,180 New
MYIA
300
Mount Yale Investment Advisors
Colorado
$448K -$5.84K -28 -1%
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