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Evercore
EVR

Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$136M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Millennium Management
Millennium Management
New York
-$112M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
4
American Century Companies
American Century Companies
Missouri
-$46.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Smartleaf Asset Management
Massachusetts
$4.42K +$4.42K +23 New
PWMG
452
Prestige Wealth Management Group
New Jersey
$4.05K – – –
AFWM
453
Abich Financial Wealth Management
Virginia
$3.47K +$770 +4 +29%
FRA
454
Front Row Advisors
California
$3.27K +$3.27K +17 New
IA
455
IFP Advisors
Florida
$3.12K -$15.6K -80 -83%
MIM
456
Macroview Investment Management
Maryland
$3.08K – – –
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$3.08K – – –
MFT
458
Moisand Fitzgerald Tamayo
Florida
$2.7K – – –
BAM
459
Bellevue Asset Management
Washington
$2.7K – – –
SIC
460
SJS Investment Consulting
Ohio
$2.5K – – –
SIS
461
Sound Income Strategies
Florida
$2.31K -$193 -1 -8%
CA
462
Continuum Advisory
Idaho
$1.95K +$1.95K +10 New
AF
463
Advisornet Financial
Minnesota
$1.35K +$963 +5 +250%
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$963 – – –
CTA
465
Colonial Trust Advisors
South Carolina
$770 +$770 +4 New
BGAI
466
Bruce G. Allen Investments
Colorado
$578 – – –
TWP
467
TFO Wealth Partners
Ohio
$385 – – –
WWP
468
WR Wealth Planners
Missouri
$385 +$385 +2 New
TAM
469
Tucker Asset Management
Colorado
$193 – – –
PA
470
PSI Advisors
Florida
$193 – – –
FGAM
471
Financial Gravity Asset Management
Texas
$159 -$45 – –
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$62.6M -366,229 Closed
Point72 Asset Management
473
Point72 Asset Management
Connecticut
– -$18.1M -105,700 Closed
Nordea Investment Management
474
Nordea Investment Management
Sweden
– -$8.76M -50,737 Closed
BCA
475
Bernzott Capital Advisors
California
– -$8.41M -49,171 Closed
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