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Evercore

470 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 182 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 471470 (-1)

15% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 182

Holders
470
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
$12.5M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$76.9M
2 +$68M
3 +$55.5M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$46.6M
5
Invesco
Invesco
Georgia
+$30.2M

Top Sellers

1 -$32.8M
2 -$30.5M
3 -$29.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$24.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$223K
352
$221K
353
$215K
354
$213K
355
$211K
356
$210K
357
$210K
358
$208K
359
$208K
360
$207K
361
$207K
362
$206K
363
$201K
364
$196K
365
$191K
366
$189K
367
$168K
368
$156K
369
$146K
370
$130K
371
$129K
372
$116K
373
$96.3K
374
$78.9K
375
$77.8K