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Evercore
EVR

Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$136M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Millennium Management
Millennium Management
New York
-$112M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
4
American Century Companies
American Century Companies
Missouri
-$46.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$491K +$29.3K +152 +6%
IB
302
Intrust Bank
Kansas
$483K +$6.74K +35 +1%
DAS
303
Diversify Advisory Services
Utah
$469K +$469K +2,476 New
PAS
304
Park Avenue Securities
New York
$464K -$137K -713 -23%
BC
305
Bridgefront Capital
Texas
$462K +$462K +2,401 New
YMRC
306
Yorktown Management & Research Company
Virginia
$457K – – –
APWM
307
Argonautica Private Wealth Management
Massachusetts
$457K – – –
CIM
308
Chiron Investment Management
New York
$456K +$456K +2,370 New
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$454K +$111K +578 +32%
SAM
310
Shell Asset Management
Netherlands
$449K -$217K -1,042 -33%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$443K +$2.7K +14 +0.6%
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$432K -$593K -3,077 -58%
MYIA
313
Mount Yale Investment Advisors
Colorado
$419K -$16K -83 -4%
FHA
314
Flagship Harbor Advisors
Massachusetts
$414K -$1.54K -8 -0.4%
HIM
315
Hanlon Investment Management
New Jersey
$412K +$412K +2,138 New
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$411K – – –
CS
317
Cannell & Spears
New York
$407K – – –
M&T Bank
318
M&T Bank
New York
$389K -$42.6K -221 -10%
URS
319
Utah Retirement Systems
Utah
$366K – – –
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$358K -$6.36K -33 -2%
SPA
321
Sherbrooke Park Advisers
New York
$356K +$85.9K +446 +32%
CTC
322
Cetera Trust Company
Minnesota
$349K -$19.3K -100 -5%
SRL
323
Scientech Research LLC
New Jersey
$349K +$349K +1,811 New
LA
324
Lane & Associates
New Jersey
$347K -$40.3K -209 -10%
UFF
325
USA Financial Formulas
Michigan
$346K +$346K +1,799 New
11 12
13
14 15