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Evercore
EVR

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
TD Asset Management
Ontario, Canada
+$136M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Millennium Management
Millennium Management
New York
-$112M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
4
American Century Companies
American Century Companies
Missouri
-$46.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
476
Prana Capital Management
Connecticut
– -$2.34M -13,701 Closed
CCIA
477
Campbell & Co Investment Adviser
Maryland
– -$858K -5,017 Closed
MOS
478
MGO One Seven
Ohio
– -$570K -3,330 Closed
WG
479
Winton Group
United Kingdom
– -$530K -3,098 Closed
NYLIM
480
New York Life Investment Management
New York
– -$512K -2,993 Closed
Wolverine Trading
481
Wolverine Trading
Illinois
– -$480K -2,806 Closed
APG Asset Management
482
APG Asset Management
Netherlands
– -$434K -2,800 Closed
Aviva
483
Aviva
United Kingdom
– -$456K -2,666 Closed
PRC
484
Pearl River Capital
Michigan
– -$448K -2,618 Closed
BCM
485
Bayesian Capital Management
New York
– -$376K -2,200 Closed
D.E. Shaw & Co
486
D.E. Shaw & Co
New York
– -$360K -2,102 Closed
IIM
487
INTECH Investment Management
Florida
– -$355K -2,078 Closed
SFA
488
Sequoia Financial Advisors
Ohio
– -$353K -2,064 Closed
AI
489
Atom Investors
Texas
– -$343K -2,008 Closed
PI
490
PEAK6 Investments
Illinois
– -$304K -1,775 Closed
JFG
491
Jefferies Financial Group
New York
– -$276K -1,612 Closed
CSS
492
Cubist Systematic Strategies
Connecticut
– -$266K -1,558 Closed
VF
493
Vest Financial
Virginia
– -$247K -1,445 Closed
ISL
494
Ingalls & Snyder LLC
New York
– -$229K -1,339 Closed
SGI
495
Summit Global Investments
Utah
– -$221K -1,290 Closed
PRS
496
Pinkerton Retirement Specialists
Idaho
– -$201K -1,176 Closed
CAG
497
Csenge Advisory Group
Florida
– -$200K -1,171 Closed
KI
498
Kapitalo Investimentos
Brazil
– -$193K -1,126 Closed
TWM
499
Tradition Wealth Management
Minnesota
– -$40K -236 Closed
TCWA
500
Turtle Creek Wealth Advisors
Texas
– -$19.3K -113 Closed
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