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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 %
CFD
401
Creative Financial Designs
Indiana
$31.1K +$31.1K +149 New
HNB
402
Huntington National Bank
Ohio
$28.1K -$27.7K -133 -50%
UB
403
UMB Bank
Missouri
$26.9K +$208 +1 +0.8%
QC
404
Quent Capital
New York
$24.6K +$208 +1 +0.9%
RA
405
Rise Advisors
New York
$24.2K +$208 +1 +0.9%
PS
406
Principal Securities
Iowa
$23.1K -$173K -830 -88%
BIA
407
Bell Investment Advisors
California
$22.9K – – –
CIM
408
Contravisory Investment Management
Massachusetts
$22.7K -$10.4K -50 -31%
PCMC
409
Planning Capital Management Corporation
Pennsylvania
$22.3K – – –
NS
410
NBC Securities
Alabama
$22K – – –
SAM
411
Smartleaf Asset Management
Massachusetts
$20.5K +$16K +81 +352%
AGWCA
412
Annis Gardner Whiting Capital Advisors
Florida
$20.4K – – –
ST
413
Smithfield Trust
Pennsylvania
$20K – – –
MA
414
MCF Advisors
Kentucky
$19.8K – – –
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$19.6K -$6.46K -31 -25%
SPIA
416
Steward Partners Investment Advisory
New York
$18.8K -$35.5K -170 -65%
VWM
417
Venturi Wealth Management
Texas
$18.3K +$5.42K +26 +42%
LFA
418
LGT Financial Advisors
Texas
$16.5K – – –
SWS
419
SYSTM Wealth Solutions
Illinois
$16.3K -$87.2K -418 -84%
SIC
420
Salem Investment Counselors
North Carolina
$15.6K – – –
LFG
421
Larson Financial Group
Missouri
$15.4K +$15.4K +74 New
C
422
Covestor
United Kingdom
$15K -$405 -2 -3%
EBA
423
Eagle Bay Advisors
New York
$12.5K – – –
TCM
424
Tradewinds Capital Management
Washington
$11.5K – – –
CFO
425
CVA Family Office
Colorado
$11.5K +$3.13K +15 +38%
15 16
17
18 19