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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
326
$346K
327
$346K
328
$346K
329
$346K
330
$345K
331
$345K
332
$340K
333
$336K
334
$330K
335
$324K
336
$320K
337
$317K
338
$313K
339
$310K
340
$308K
341
$307K
342
$306K
343
$302K
344
$301K
345
$294K
346
$289K
347
$289K
348
$283K
349
$280K
350
$279K