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Evercore

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 189 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+73
Holders Change %
+14.34%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
115
Increased
189
Reduced
198
Closed
35
Calls
$15.3M
Puts
$11.4M
Net Calls
+$3.89M
Net Calls Change
+$3.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MAP
326
Moody Aldrich Partners
Massachusetts
$692K -$3.05K -11 -0.4%
First Trust Advisors
327
First Trust Advisors
Illinois
$687K -$1.57M -5,669 -70%
Osaic Holdings
328
Osaic Holdings
Arizona
$685K +$40.8K +147 +6%
TRCT
329
Tower Research Capital (TRC)
New York
$671K +$171K +616 +34%
YMRC
330
Yorktown Management & Research Company
Virginia
$658K
APWM
331
Argonautica Private Wealth Management
Massachusetts
$654K -$6.1K -22 -0.9%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$637K -$33.3K -120 -5%
MF
333
Magnetar Financial
Illinois
$614K -$482K -1,740 -44%
KeyBank National Association
334
KeyBank National Association
Ohio
$612K -$121K -437 -17%
IUHSA
335
Itau Unibanco Holding S.A.
Brazil
$611K +$611K +2,200 New
Baird Financial Group
336
Baird Financial Group
Wisconsin
$611K -$26.9K -97 -4%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$596K -$38.5K -139 -6%
SCM
338
Sterling Capital Management
North Carolina
$589K +$210K +757 +55%
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$570K +$20.8K +75 +4%
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$568K
Aviva
341
Aviva
United Kingdom
$563K +$72.3K +261 +15%
TC
342
TwinBeech Capital
New York
$562K +$562K +2,026 New
DWM
343
Diversify Wealth Management
Utah
$537K -$17.4K -66 -3%
WSFS
344
Wilmington Savings Fund Society
Delaware
$527K -$33K -119 -6%
URS
345
Utah Retirement Systems
Utah
$527K
DFCM
346
Dark Forest Capital Management
Puerto Rico
$519K +$519K +1,873 New
HR
347
Hardy Reed
Mississippi
$514K
NW
348
NewEdge Wealth
Pennsylvania
$508K -$45.5K -164 -8%
MYIA
349
Mount Yale Investment Advisors
Colorado
$505K -$87.3K -315 -15%
FHA
350
Flagship Harbor Advisors
Massachusetts
$504K -$70.7K -255 -12%