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Evercore
EVR

Overview Fund Activity

469 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, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$215M
5
Invesco
Invesco
Georgia
$223M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
351
Fielder Capital Group
Tennessee
$221K -$834 -4 -0.4%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$215K +$1.05K +5 +0.5%
HWMO
353
Heritage Wealth Management (Ohio)
Ohio
$213K +$213K +1,000 New
TRCT
354
Tower Research Capital (TRC)
New York
$211K -$133K -636 -39%
BFG
355
Bleakley Financial Group
New Jersey
$210K +$210K +1,008 New
SW
356
Simplicity Wealth
New Jersey
$210K +$210K +1,006 New
CC
357
Courier Capital
New York
$208K +$208K +1,000 New
NFP
358
Narus Financial Partners
Utah
$208K +$208K +999 New
PA
359
Profund Advisors
Maryland
$207K -$54.8K -263 -21%
BMCM
360
Burns Matteson Capital Management
New York
$207K +$207K +992 New
DWM
361
Dakota Wealth Management
Florida
$206K -$35.6K -171 -15%
Squarepoint
362
Squarepoint
New York
$201K -$11.1M -53,188 -98%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$196K +$12.5K +60 +7%
KBC Group
364
KBC Group
Belgium
$191K +$25.7K +123 +16%
MCM
365
Manchester Capital Management
Vermont
$189K – – –
Simplex Trading
366
Simplex Trading
Illinois
$168K +$168K +808 New
BFEC
367
Benjamin F. Edwards & Company
Missouri
$156K +$15K +72 +11%
AT
368
Arlington Trust
Alabama
$146K – – –
Jones Financial Companies
369
Jones Financial Companies
Missouri
$130K +$130K +625 New
QCG
370
Quadrant Capital Group
Ohio
$129K +$1.25K +6 +1%
PMAM
371
Picton Mahoney Asset Management
Ontario, Canada
$116K +$4.18K +20 +4%
GM
372
GeoWealth Management
Illinois
$96.3K +$32.7K +157 +51%
GRP
373
Global Retirement Partners
California
$78.9K -$30.7K -147 -28%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$77.8K +$1.49K +7 +2%
GI
375
GAMMA Investing
California
$77.1K +$32.3K +155 +72%
13 14
15
16 17