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Evercore
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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
1
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$89M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
26
Vaughan Nelson Investment Management
Texas
$56.3M +$56.3M +292,070 New
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$56.2M -$4.67M -24,234 -8%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$56M +$52.7M +273,637 +1,605%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$52.6M -$54.5K -283 -0.1%
SI
30
Scout Investments
Missouri
$52M -$7M -36,977 -12%
Charles Schwab
31
Charles Schwab
California
$50.8M +$1.29M +6,687 +3%
EIP
32
Epoch Investment Partners
New York
$48.8M -$19.5M -101,037 -29%
Northern Trust
33
Northern Trust
Illinois
$46.8M -$6M -31,143 -11%
Franklin Resources
34
Franklin Resources
California
$44.1M -$2.52M -13,059 -5%
Bank of America
35
Bank of America
North Carolina
$42.4M +$9.8M +50,905 +30%
DCM
36
Driehaus Capital Management
Illinois
$39.3M -$8.67M -45,006 -18%
Macquarie Group
37
Macquarie Group
Australia
$36.4M -$1.8M -9,348 -5%
ProShare Advisors
38
ProShare Advisors
Maryland
$32.9M -$10.6M -54,908 -24%
ACL
39
Azora Capital LP
Florida
$32.8M +$32.8M +170,278 New
Neuberger Berman Group
40
Neuberger Berman Group
New York
$31M +$14.3M +74,308 +86%
CCMG
41
Clark Capital Management Group
Pennsylvania
$30.5M -$16.1M -83,741 -35%
FCM
42
Frontier Capital Management
Massachusetts
$28.8M -$9.74M -50,567 -25%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$27.6M -$43.9M -227,970 -61%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$26.9M -$421K -2,185 -2%
GT
45
Glenmede Trust
Pennsylvania
$26.8M +$1.01M +5,219 +4%
Goldman Sachs
46
Goldman Sachs
New York
$26.1M -$2.17M -11,253 -8%
Principal Financial Group
47
Principal Financial Group
Iowa
$25.1M +$624K +3,241 +3%
UBS AM
48
UBS AM
Illinois
$24.7M +$110K +573 +0.4%
AI
49
Ariel Investments
Illinois
$24.3M -$7.03M -36,507 -22%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$24.2M +$2.52M +13,082 +12%
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