Evercore
510 hedge funds and large institutions have $8.4B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
0.9% less ownership
Funds ownership: 87.75% → 86.85% (-0.9%)
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)
Holders
510
Holding in Top 10
3
Calls
$17.9M
Puts
$17.9M
Top Buyers
| 1 | +$147M | |
| 2 | +$96M | |
| 3 | +$72M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$54.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.9M |
Top Sellers
| 1 | -$96.1M | |
| 2 | -$69.6M | |
| 3 | -$65.7M | |
| 4 |
Primecap Management
Pasadena,
California
|
-$64.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$52.2M |