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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.

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Millennium Management
2
Millennium Management
New York
$99M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
4
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$66.2M +$5.29M +20,889 +9%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$65.3M -$161K -634 -0.2%
DCM
28
Driehaus Capital Management
Illinois
$61M +$15.1M +59,422 +33%
Franklin Resources
29
Franklin Resources
California
$60.5M -$791K -2,918 -1%
BTW
30
Boston Trust Walden
Massachusetts
$58.6M -$17.4M -68,597 -23%
Goldman Sachs
31
Goldman Sachs
New York
$55.4M +$11.2M +44,101 +25%
Macquarie Group
32
Macquarie Group
Australia
$52.4M +$4.51M +17,784 +9%
Bank of America
33
Bank of America
North Carolina
$51.3M +$3.84M +15,174 +8%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$45.5M -$12.6M -49,863 -22%
American Century Companies
35
American Century Companies
Missouri
$45.3M +$5.03M +19,861 +12%
Principal Financial Group
36
Principal Financial Group
Iowa
$41.5M -$3.85M -15,212 -8%
GACM
37
Global Alpha Capital Management
Quebec, Canada
$39.8M +$659K +2,600 +2%
VNIM
38
Vaughan Nelson Investment Management
Texas
$39.4M -$48.4M -190,935 -55%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$38.9M -$9.52M -37,454 -20%
SI
40
Scout Investments
Missouri
$38.7M -$30.9M -116,396 -44%
AQR Capital Management
41
AQR Capital Management
Connecticut
$38M +$19.7M +78,009 +108%
FCM
42
Frontier Capital Management
Massachusetts
$37.1M -$1.16M -4,567 -3%
BSA
43
Braun Stacey Associates
New York
$35M +$2.89M +11,422 +9%
CPC
44
Cookson Peirce & Co
Pennsylvania
$34.7M -$51.2K -202 -0.1%
ProShare Advisors
45
ProShare Advisors
Maryland
$34.5M -$5.81M -22,915 -14%
Victory Capital Management
46
Victory Capital Management
Texas
$31M +$404K +1,593 +1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$30.6M +$3.49M +13,780 +13%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$29.7M +$27.3M +107,845 +1,140%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$29.1M +$29.1M +114,733 New
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$28.8M -$108K -427 -0.4%
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