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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 %
MG
376
Mather Group
Illinois
$73K +$65.3K +339 +848%
NA
377
NewEdge Advisors
Louisiana
$70.5K -$6.68K -32 -9%
CAC
378
Core Alternative Capital
Georgia
$65.7K – – –
FHA
379
First Horizon Advisors
Tennessee
$65.2K -$2.08K -10 -3%
HFM
380
Harvest Fund Management
China
$61K -$240K -1,148 -80%
AF
381
Allworth Financial
California
$60.9K +$7.22K +30 +13%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$55K +$7.98K +38 +17%
OWA
383
Opal Wealth Advisors
New York
$50.4K +$50.4K +242 New
S
384
SignatureFD
Georgia
$48.8K -$5.42K -26 -10%
Nomura Asset Management
385
Nomura Asset Management
Japan
$45.9K – – –
LC
386
Lindbrook Capital
California
$40.9K +$1.46K +7 +4%
AssetMark Inc
387
AssetMark Inc
California
$39.2K +$18.8K +90 +92%
PSB
388
Piscataqua Savings Bank
New Hampshire
$37.5K – – –
WOC
389
West Oak Capital
California
$36.5K – – –
GI
390
Gradient Investments
Minnesota
$36.3K +$36.3K +174 New
MRCM
391
M&R Capital Management
New Jersey
$35.4K – – –
Mitsubishi UFJ Asset Management
392
Mitsubishi UFJ Asset Management
Japan
$35K +$29.4K +141 +522%
CA
393
Clearstead Advisors
Ohio
$34.4K +$29K +139 +535%
W
394
WealthCollab
Washington
$34.2K – – –
OP
395
ORG Partners
Indiana
$34K +$34K +161 New
IA
396
IFP Advisors
Florida
$34K +$30.6K +147 +919%
GCM
397
Gladius Capital Management
Illinois
$33.6K +$33.6K +161 New
FFA
398
Farther Finance Advisors
California
$32.5K +$2.32K +11 +8%
KFI
399
Key Financial Inc
Pennsylvania
$31.7K – – –
LI
400
LRI Investments
Florida
$31.2K +$6.66K +32 +27%
14 15
16
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