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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
351
$504K
352
$501K
353
$499K
354
$495K
355
$492K
356
$486K
357
$485K
358
$481K
359
$477K
360
$477K
361
$471K
362
$469K
363
$443K
364
$438K
365
$437K
366
$434K
367
$432K
368
$431K
369
$429K
370
$428K
371
$428K
372
$422K
373
$417K
374
$415K
375
$404K