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Evercore
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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.

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
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$58.9M -$1.67M -7,997 -3%
Northern Trust
27
Northern Trust
Illinois
$58.8M +$8.16M +39,168 +16%
Charles Schwab
28
Charles Schwab
California
$56M +$1.01M +4,859 +2%
SI
29
Scout Investments
Missouri
$54.6M -$2.6M -12,498 -5%
EIP
30
Epoch Investment Partners
New York
$54.6M +$1.76M +8,421 +3%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$53.8M -$3.06M -14,662 -5%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$50.1M -$24.5M -117,709 -33%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$47.8M +$14.3M +68,594 +43%
Franklin Resources
34
Franklin Resources
California
$47.2M -$565K -2,713 -1%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$39.7M -$21.1M -101,350 -35%
Macquarie Group
36
Macquarie Group
Australia
$39.4M -$4.17K -20 -0%
Bank of America
37
Bank of America
North Carolina
$39M -$6.89M -33,033 -15%
DCM
38
Driehaus Capital Management
Illinois
$37.8M -$4.77M -22,879 -11%
Principal Financial Group
39
Principal Financial Group
Iowa
$37.3M +$10.1M +48,640 +37%
Goldman Sachs
40
Goldman Sachs
New York
$36.4M +$8.17M +39,192 +29%
UBS AM
41
UBS AM
Illinois
$33.4M +$6.61M +31,720 +25%
American Century Companies
42
American Century Companies
Missouri
$33.1M -$29.6M -141,936 -47%
ProShare Advisors
43
ProShare Advisors
Maryland
$33.1M -$2.45M -11,765 -7%
GACM
44
Global Alpha Capital Management
Quebec, Canada
$32.2M +$6.95M +33,360 +28%
FCM
45
Frontier Capital Management
Massachusetts
$31.5M +$352K +1,689 +1%
CPC
46
Cookson Peirce & Co
Pennsylvania
$28.6M +$3.92M +18,804 +16%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$27.8M -$1.32M -6,326 -5%
BSA
48
Braun Stacey Associates
New York
$26.4M +$1.49M +7,158 +6%
AI
49
Ariel Investments
Illinois
$25.3M -$1.05M -5,022 -4%
Victory Capital Management
50
Victory Capital Management
Texas
$25.2M +$7.15M +34,282 +40%
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