Evercore
EVR
512 hedge funds and large institutions have $8.4B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 48 closing their positions.
92% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 48
19% more capital invested
Capital invested by funds: $7.04B → $8.4B (+$1.36B)
9% more funds holding
Funds holding: 470 → 512 (+42)
0% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $17.9M
0.82% less ownership
Funds ownership: 87.68% → 86.86% (-0.82%)
6% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 172
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$138M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$67.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$51.6M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$90.3M |
| 2 |
Millennium Management
New York
|
-$65.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.7M |
| 4 |
Primecap Management
Pasadena,
California
|
-$60.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$49.1M |
EVR Hedge Fund Activity: Q3 2024 in Review
512 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q3 2024, worth a combined $8.4B — up 19% from $7.04B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new EVR positions and 48 closed out — a net gain of 44 holders — while 161 added to existing stakes and 172 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $138M. The largest seller was Citadel Advisors, cutting an estimated $90.3M.
- 512 institutional investors held Evercore (EVR) as of Q3 2024, up from 470 in Q2 2024.
- Funds reported $8.4B of Evercore stock for Q3 2024, up 19% quarter-over-quarter.
- 92 funds opened new Evercore positions in Q3 2024 and 48 closed out, a net change of +44 holders.
- The largest Evercore buyer in Q3 2024 was Wellington Management Group, an estimated $138M added.
- The largest Evercore seller in Q3 2024 was Citadel Advisors, an estimated $90.3M sold.
Based on aggregated 13F filings for Q3 2024.