EVR icon

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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$7.35K +$253 +1 +4%
CA
477
Continuum Advisory
Idaho
$6.89K +$3.9K +13 +130%
GWP
478
Gen-Wealth Partners
Michigan
$6.36K – – –
FNWA
479
Financial Network Wealth Advisors
Utah
$6.33K – – –
HWM
480
Hemington Wealth Management
Virginia
$6K +$6K +24 New
PWMG
481
Prestige Wealth Management Group
New Jersey
$5.32K – – –
AWM
482
Avior Wealth Management
Nebraska
$5.07K -$1.52K -6 -23%
FFA
483
Frazier Financial Advisors
Ohio
$4.81K -$2.03K -8 -30%
Kayne Anderson Rudnick Investment Management
484
Kayne Anderson Rudnick Investment Management
California
$4.81K +$4.81K +19 New
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4.05K – – –
AS
486
Altshuler Shaham
Israel
$4.05K +$4.05K +16 New
MFT
487
Moisand Fitzgerald Tamayo
Florida
$3.55K – – –
BAM
488
Bellevue Asset Management
Washington
$3.55K – – –
SIC
489
SJS Investment Consulting
Ohio
$3.3K – – –
AAP
490
Arax Advisory Partners
Colorado
$3.29K +$3.04K +12 +1,200%
CA
491
CoreCap Advisors
Michigan
$3.29K – – –
CFB
492
Cullen/Frost Bankers
Texas
$2.79K – – –
SIS
493
Sound Income Strategies
Florida
$2.53K – – –
HWM
494
HighMark Wealth Management
Minnesota
$2.53K – – –
AF
495
Advisornet Financial
Minnesota
$2.28K +$507 +2 +29%
AA
496
Addison Advisors
Vermont
$2.03K – – –
DPW
497
DiNuzzo Private Wealth
Pennsylvania
$1.77K – – –
BGAI
498
Bruce G. Allen Investments
Colorado
$1.77K +$1.01K +4 +133%
CWP
499
Concord Wealth Partners
Virginia
$1.77K +$1.77K +7 New
S
500
Sachetta
Massachusetts
$1.01K – – –
18 19
20
21 22