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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
376
$398K
377
$397K
378
$396K
379
$389K
380
$379K
381
$373K
382
$373K
383
$371K
384
$369K
385
$364K
386
$361K
387
$357K
388
$355K
389
$348K
390
$339K
391
$339K
392
$335K
393
$333K
394
$330K
395
$329K
396
$325K
397
$321K
398
$320K
399
$319K
400
$318K