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Evercore
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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 %
CGH
276
Crossmark Global Holdings
Texas
$803K +$183K +722 +29%
HEIP
277
Hudson Edge Investment Partners
New Jersey
$779K -$165K -653 -18%
Federated Hermes
278
Federated Hermes
Pennsylvania
$775K +$6.08K +24 +0.8%
DAS
279
Dynamic Advisor Solutions
Arizona
$772K -$139K -550 -15%
Swedbank
280
Swedbank
Sweden
$760K – – –
SGI
281
Summit Global Investments
Utah
$712K -$1.3M -5,133 -65%
CCM
282
Coldstream Capital Management
Washington
$711K +$2.03K +8 +0.3%
P
283
Pitcairn
Pennsylvania
$709K -$114K -449 -14%
IMRF
284
Illinois Municipal Retirement Fund
Illinois
$707K +$707K +2,791 New
SAM
285
Securian Asset Management
Minnesota
$697K -$25.3K -100 -4%
ZB
286
Zions Bancorporation
Utah
$697K +$140K +551 +25%
QC
287
Quadrature Capital
United Kingdom
$694K +$694K +2,740 New
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$692K -$47.9K -189 -6%
KeyBank National Association
289
KeyBank National Association
Ohio
$670K -$380K -1,500 -36%
VA
290
Vident Advisory
Georgia
$653K +$5.32K +21 +0.8%
IB
291
Intrust Bank
Kansas
$647K +$28.1K +111 +5%
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$646K +$224K +882 +53%
MAP
293
Moody Aldrich Partners
Massachusetts
$635K -$7.63M -30,120 -92%
CFGS
294
Concourse Financial Group Securities
Alabama
$627K +$160K +630 +34%
PTC
295
Petrus Trust Company
Texas
$621K +$621K +2,451 New
ACM
296
Absolute Capital Management
Pennsylvania
$613K +$613K +2,420 New
NC
297
nVerses Capital
Florida
$608K +$177K +700 +41%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$607K +$607K +2,417 New
APWM
299
Argonautica Private Wealth Management
Massachusetts
$603K +$2.53K +10 +0.4%
WG
300
Winton Group
United Kingdom
$602K +$602K +2,377 New
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