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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 %
CM
301
Capula Management
Cayman Islands
$439K -$184K -881 -29%
PHS
302
Pekin Hardy Strauss
Illinois
$439K -$355K -1,705 -45%
M&T Bank
303
M&T Bank
New York
$416K -$5K -24 -1%
NW
304
NewEdge Wealth
Pennsylvania
$401K +$15K +72 +4%
URS
305
Utah Retirement Systems
Utah
$396K – – –
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$392K +$4.17K +20 +1%
HR
307
Hardy Reed
Mississippi
$386K +$386K +1,854 New
CFGS
308
Concourse Financial Group Securities
Alabama
$384K +$94.6K +454 +33%
LA
309
Lane & Associates
New Jersey
$382K +$6.04K +29 +2%
CTC
310
Cetera Trust Company
Minnesota
$378K – – –
CM
311
CastleKnight Management
New York
$375K +$375K +1,800 New
GT
312
Greenleaf Trust
Michigan
$374K -$208 -1 -0.1%
EWM
313
Evercore Wealth Management
New York
$359K -$9.8K -47 -3%
NC
314
nVerses Capital
Florida
$354K +$354K +1,700 New
NCFG
315
New Century Financial Group
New Jersey
$349K +$349K +1,674 New
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$348K +$8.98K +43 +3%
HCA
317
Harbor Capital Advisors
Illinois
$345K -$28.7K -138 -8%
OC
318
Oppenheimer & Co
New York
$340K +$6.46K +31 +2%
William Blair & Company
319
William Blair & Company
Illinois
$339K +$339K +1,628 New
MAM
320
Martingale Asset Management
Massachusetts
$329K -$4.19M -20,082 -93%
CIM
321
Chiron Investment Management
New York
$325K -$169K -813 -34%
FBT
322
First Bank & Trust
South Dakota
$323K -$8.75K -42 -3%
VFA
323
Valeo Financial Advisors
Indiana
$317K -$20.8K -100 -6%
JSW
324
Journey Strategic Wealth
New Jersey
$311K +$24.2K +116 +8%
Focus Partners Wealth
325
Focus Partners Wealth
Massachusetts
$311K +$311K +1,490 New
11 12
13
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