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Evercore
EVR

Overview Fund Activity

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
Invesco
Georgia
$326M
5
Vanguard Group
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
451
Venturi Wealth Management
Texas
$25.1K +$2.79K +11 +13%
ST
452
Smithfield Trust
Pennsylvania
$25K – – –
Bessemer Group
453
Bessemer Group
New Jersey
$25K +$17.6K +67 +239%
C
454
Covestor
United Kingdom
$23K +$4.3K +17 +23%
LFA
455
LGT Financial Advisors
Texas
$20K – – –
SIC
456
Salem Investment Counselors
North Carolina
$19K – – –
Mitsubishi UFJ Asset Management
457
Mitsubishi UFJ Asset Management
Japan
$17.5K -$25.1K -99 -59%
SPIA
458
Steward Partners Investment Advisory
New York
$16.8K -$6.1K -24 -27%
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$15.7K -$9.12K -36 -37%
PS
460
Principal Securities
Iowa
$15.7K -$12.4K -49 -44%
EBA
461
Eagle Bay Advisors
New York
$14.4K -$760 -3 -5%
TCM
462
Tradewinds Capital Management
Washington
$13.9K – – –
CFO
463
CVA Family Office
Colorado
$13.9K – – –
CHA
464
Carmichael Hill & Associates
Maryland
$12.4K – – –
GIA
465
GHP Investment Advisors
Colorado
$11.4K +$11.4K +45 New
GFPC
466
Global Financial Private Client
Florida
$11.1K – – –
DWM
467
Darwin Wealth Management
Florida
$10.8K +$10.8K +43 New
MG
468
Mather Group
Illinois
$10.4K -$85.6K -338 -89%
HI
469
Harbour Investments
Wisconsin
$8.36K – – –
NIC
470
Northwest Investment Counselors
Oregon
$8.36K +$8.36K +33 New
Twin Tree Management
471
Twin Tree Management
Texas
$8.36K +$8.36K +33 New
PWMG
472
Private Wealth Management Group
New Jersey
$8.11K – – –
BL
473
BFSG LLC
California
$8.11K – – –
GWM
474
Geneos Wealth Management
Colorado
$7.85K +$7.85K +31 New
ACA
475
Atlas Capital Advisors
Wyoming
$7.85K +$4.81K +19 +158%
17 18
19
20 21