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Evercore
EVR

Overview Fund Activity

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 189 increasing their positions, 198 reducing their positions, and 35 closing their positions.

Holders
582
Holders Change
+73
Holders Change %
+14.34%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
115
Increased
189
Reduced
198
Closed
35
Calls
$15.3M
Puts
$11.4M
Net Calls
+$3.89M
Net Calls Change
+$3.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$287M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$89.6M
3
SIMG
3
Stephens Investment Management Group
Texas
$56.2M
4
Invesco
4
Invesco
Georgia
$395M
5
UBS Group
5
UBS Group
Switzerland
$50.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
2
Millennium Management
New York
$18.4M
3
EIP
3
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$75.3M 271,487 +10,012 +4%
DCM
27
Driehaus Capital Management
Illinois
$70.1M 252,732 +11,877 +5%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$62.9M 226,851 -30,816 -12%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$62.9M 226,804 +47,112 +26%
Franklin Resources
30
Franklin Resources
California
$59.6M 214,917 -8,452 -4%
Macquarie Group
31
Macquarie Group
Australia
$58.2M 210,050 +3,189 +2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$57.5M 207,425 +56,923 +38%
Raymond James Financial
33
Raymond James Financial
Florida
$56.9M 205,198 +205,198 New
SIMG
34
Stephens Investment Management Group
Texas
$56.2M 202,642 +202,642 New
BTW
35
Boston Trust Walden
Massachusetts
$55.2M 199,037 -32,156 -14%
Bank of America
36
Bank of America
North Carolina
$52.3M 188,721 -13,621 -7%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$51.6M 186,172 +71,439 +62%
UBS Group
38
UBS Group
Switzerland
$50.4M 181,945 +127,642 +235%
Principal Financial Group
39
Principal Financial Group
Iowa
$47.2M 170,428 +6,460 +4%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$43.3M 156,390 +93,037 +147%
Two Sigma Investments
41
Two Sigma Investments
New York
$41.8M 150,643 +72,664 +93%
American Century Companies
42
American Century Companies
Missouri
$41.6M 150,067 -28,786 -16%
GACM
43
Global Alpha Capital Management
Quebec, Canada
$41.6M 149,970 -7,190 -5%
CPC
44
Cookson Peirce & Co
Pennsylvania
$37.8M 136,438 -669 -0.5%
BSA
45
Braun Stacey Associates
New York
$36.8M 132,691 -5,467 -4%
CCM
46
Channing Capital Management
Illinois
$36.6M 132,120 -138,527 -51%
ProShare Advisors
47
ProShare Advisors
Maryland
$35.5M 128,172 -7,851 -6%
Victory Capital Management
48
Victory Capital Management
Texas
$34.1M 122,873 +490 +0.4%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$33.1M 119,009 -34,186 -22%
AIM
50
Artemis Investment Management
United Kingdom
$32.2M 116,229 +116,229 New
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