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Evercore
EVR

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 %
YMRC
301
Yorktown Management & Research Company
Virginia
$602K – – –
Osaic Holdings
302
Osaic Holdings
Arizona
$589K +$31.2K +123 +6%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$583K – – –
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$580K -$3.04K -12 -0.5%
SG Americas Securities
305
SG Americas Securities
New York
$563K +$563K +2,224 New
M&T Bank
306
M&T Bank
New York
$544K +$37.7K +149 +7%
DWM
307
Diversify Wealth Management
Utah
$544K -$32K -124 -6%
MYIA
308
Mount Yale Investment Advisors
Colorado
$541K -$3.04K -12 -0.6%
JF
309
Jump Financial
Illinois
$535K +$535K +2,110 New
FHA
310
Flagship Harbor Advisors
Massachusetts
$525K +$525K +2,073 New
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$519K -$169K -667 -25%
WSFS
312
Wilmington Savings Fund Society
Delaware
$512K +$512K +2,020 New
MM
313
MQS Management
New York
$509K +$509K +2,008 New
NW
314
NewEdge Wealth
Pennsylvania
$506K +$18.7K +74 +4%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$502K +$25.6K +101 +5%
XT
316
XTX Topco
Cayman Islands
$501K -$442K -1,745 -47%
URS
317
Utah Retirement Systems
Utah
$481K – – –
HR
318
Hardy Reed
Mississippi
$470K – – –
CTC
319
Cetera Trust Company
Minnesota
$460K – – –
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$459K +$86.2K +340 +23%
TRCT
321
Tower Research Capital (TRC)
New York
$457K +$201K +793 +78%
VAS
322
Vestmark Advisory Solutions
Massachusetts
$457K -$297K -1,171 -39%
GT
323
Greenleaf Trust
Michigan
$454K – – –
Aviva
324
Aviva
United Kingdom
$448K +$448K +1,769 New
EWM
325
Evercore Wealth Management
New York
$436K – – –
11 12
13
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