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Evercore

472 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 165

3.17% less ownership

Funds ownership: 90.18%87.01% (-3.2%)

15% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $12.1M

Holders
472
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
301
$508K
302
$491K
303
$483K
304
$469K
305
$464K
306
$462K
307
$457K
308
$457K
309
$456K
310
$454K
311
$449K
312
$443K
313
$432K
314
$419K
315
$414K
316
$412K
317
$411K
318
$407K
319
$389K
320
$366K
321
$358K
322
$356K
323
$349K
324
$349K
325
$347K