EVR icon

Evercore

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.57% more ownership

Funds ownership: 86.85%87.42% (+0.57%)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

Holders
582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$83.2M
3 +$56.2M
4
Invesco
Invesco
Georgia
+$38.1M
5
UBS Group
UBS Group
Switzerland
+$35.4M

Top Sellers

1 -$142M
2 -$89.9M
3 -$58.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$692K
327
$687K
328
$685K
329
$671K
330
$658K
331
$654K
332
$637K
333
$614K
334
$612K
335
$611K
336
$611K
337
$596K
338
$589K
339
$570K
340
$568K
341
$563K
342
$562K
343
$537K
344
$527K
345
$527K
346
$519K
347
$514K
348
$508K
349
$505K
350
$504K