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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 %
HCA
326
Harbor Capital Advisors
Illinois
$346K -$2.62M -13,617 -88%
GT
327
Greenleaf Trust
Michigan
$346K -$7.51K -39 -2%
NW
328
NewEdge Wealth
Pennsylvania
$346K -$40.5K -217 -10%
PCM
329
Prelude Capital Management
New York
$345K +$345K +1,789 New
PTC
330
Petrus Trust Company
Texas
$345K +$345K +1,789 New
EWM
331
Evercore Wealth Management
New York
$340K – – –
VAS
332
Vestmark Advisory Solutions
Massachusetts
$336K -$45.3K -235 -12%
CPC
333
Consolidated Planning Corp
Georgia
$330K +$330K +1,713 New
HI
334
Handelsinvest Investeringsforvaltning
Denmark
$324K -$168K -873 -34%
ET
335
Entropy Technologies
New York
$320K +$320K +1,662 New
TRCT
336
Tower Research Capital (TRC)
New York
$317K -$460K -2,387 -59%
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$313K +$9.06K +47 +3%
FRM
338
Fox Run Management
Connecticut
$310K +$310K +1,611 New
OC
339
Oppenheimer & Co
New York
$308K +$308K +1,598 New
CA
340
Cetera Advisors
Colorado
$307K +$307K +1,595 New
FBT
341
First Bank & Trust
South Dakota
$306K +$12.1K +63 +4%
VFA
342
Valeo Financial Advisors
Indiana
$302K +$302K +1,620 New
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$301K +$16.8K +87 +6%
SCM
344
Shelton Capital Management
Colorado
$294K – – –
PA
345
Parallel Advisors
California
$289K +$28.7K +149 +11%
SSA
346
Schonfeld Strategic Advisors
New York
$289K +$289K +1,500 New
ICG
347
InterOcean Capital Group
Tennessee
$283K +$2.5K +13 +0.9%
JF
348
Jump Financial
Illinois
$280K +$280K +1,453 New
Verition Fund Management
349
Verition Fund Management
Connecticut
$279K +$279K +1,447 New
HFM
350
Harvest Fund Management
China
$277K +$194K +1,010 +235%
12 13
14
15 16