EVR icon

Evercore

583 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, 199 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)

0.56% more ownership

Funds ownership: 86.86%87.42% (+0.56%)

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 199

Holders
583
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 +$165M
2 +$85M
3 +$57.4M
4
Invesco
Invesco
Georgia
+$38.9M
5
UBS Group
UBS Group
Switzerland
+$36.2M

Top Sellers

1 -$145M
2 -$91.9M
3 -$59.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$693K
327
$692K
328
$687K
329
$685K
330
$671K
331
$658K
332
$654K
333
$637K
334
$614K
335
$612K
336
$611K
337
$611K
338
$596K
339
$589K
340
$570K
341
$568K
342
$563K
343
$562K
344
$537K
345
$527K
346
$527K
347
$519K
348
$514K
349
$508K
350
$505K