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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 %
ACA
451
Atlas Capital Advisors
Wyoming
$2.5K -$3.96K -19 -61%
CFB
452
Cullen/Frost Bankers
Texas
$2.29K +$2.29K +11 New
IC
453
Innealta Capital
Texas
$2.29K +$2.29K +11 New
SIS
454
Sound Income Strategies
Florida
$2.08K -$417 -2 -17%
CA
455
Continuum Advisory
Idaho
$2.08K – – –
HWM
456
HighMark Wealth Management
Minnesota
$2.08K +$2.08K +10 New
AA
457
Addison Advisors
Vermont
$1.67K +$1.67K +8 New
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.46K +$417 +2 +40%
AF
459
Advisornet Financial
Minnesota
$1.46K – – –
HI
460
Horizon Investments
North Carolina
$1.04K +$1.04K +5 New
S
461
Sachetta
Massachusetts
$989 +$989 +4 New
BGAI
462
Bruce G. Allen Investments
Colorado
$625 – – –
TFM
463
TFC Financial Management
Massachusetts
$209 +$209 +1 New
AAP
464
Arax Advisory Partners
Colorado
$209 +$209 +1 New
PA
465
PSI Advisors
Florida
$208 – – –
TAM
466
Tucker Asset Management
Colorado
$208 – – –
VCM
467
Versant Capital Management
Arizona
$208 +$208 +1 New
PTC
468
Private Trust Company
Ohio
$208 +$208 +1 New
ACL
469
Azora Capital LP
Florida
– -$32.8M -170,278 Closed
CCMG
470
Clark Capital Management Group
Pennsylvania
– -$30.5M -158,445 Closed
MC
471
Maverick Capital
Texas
– -$15.4M -79,903 Closed
AIG
472
American International Group
New York
– -$8.84M -45,883 Closed
EWM
473
Executive Wealth Management
Michigan
– -$6.27M -33,113 Closed
Arrowstreet Capital
474
Arrowstreet Capital
Massachusetts
– -$4.08M -21,204 Closed
EGI
475
EAM Global Investors
California
– -$4.08M -21,165 Closed
17 18
19
20 21