EVR icon

Evercore
EVR

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.

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

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
476
Seizert Capital Partners
Michigan
– -$4.06M -21,077 Closed
PHK
477
Point72 Hong Kong
Hong Kong
– -$3.73M -19,379 Closed
SG Americas Securities
478
SG Americas Securities
New York
– -$2.29M -11,864 Closed
DTL
479
Dynamic Technology Lab
Singapore
– -$1.81M -9,404 Closed
I
480
InceptionR
California
– -$1.66M -8,596 Closed
CC
481
Centiva Capital
New York
– -$1.13M -5,844 Closed
SEC
482
Seven Eight Capital
New York
– -$1.05M -5,472 Closed
QT
483
Quantbot Technologies
New York
– -$1.01M -5,246 Closed
NRD
484
Nebula Research & Development
New York
– -$975K -5,064 Closed
Mackenzie Financial
485
Mackenzie Financial
Ontario, Canada
– -$843K -4,379 Closed
MF
486
Magnetar Financial
Illinois
– -$812K -4,218 Closed
QC
487
Quadrature Capital
United Kingdom
– -$787K -4,089 Closed
VF
488
Virtu Financial
New York
– -$713K -3,703 Closed
WIS
489
Wright Investors Service
Connecticut
– -$695K -3,611 Closed
BF
490
BOK Financial
Oklahoma
– -$638K -3,370 Closed
BHCM
491
Brevan Howard Capital Management
Jersey
– -$617K -3,204 Closed
CIA
492
Concurrent Investment Advisors
Florida
– -$539K -2,800 Closed
DAS
493
Diversify Advisory Services
Utah
– -$469K -2,476 Closed
BC
494
Bridgefront Capital
Texas
– -$462K -2,401 Closed
HWAM
495
Hennion & Walsh Asset Management
New Jersey
– -$432K -2,245 Closed
CS
496
Cannell & Spears
New York
– -$407K -2,114 Closed
SRL
497
Scientech Research LLC
New Jersey
– -$349K -1,811 Closed
UFF
498
USA Financial Formulas
Michigan
– -$346K -1,799 Closed
PTC
499
Petrus Trust Company
Texas
– -$345K -1,789 Closed
ET
500
Entropy Technologies
New York
– -$320K -1,662 Closed
17 18 19
20
21