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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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
Millennium Management
New York
$18.4M
3
EIP
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
476
Harbor Capital Advisors
Illinois
$175K -$23.9K -86 -12%
GI
477
GAMMA Investing
California
$172K +$26.6K +96 +18%
GCS
478
Gordian Capital (Singapore)
Singapore
$166K +$166K +600 New
QCG
479
Quadrant Capital Group
Ohio
$165K -$5.82K -21 -3%
Twin Tree Management
480
Twin Tree Management
Texas
$160K +$151K +546 +1,655%
GM
481
GeoWealth Management
Illinois
$142K +$10.8K +39 +8%
BIG
482
Brooklyn Investment Group
New York
$140K +$554 +2 +0.4%
FFA
483
Farther Finance Advisors
California
$130K +$76.5K +276 +143%
Daiwa Securities Group
484
Daiwa Securities Group
Japan
$128K +$128K +460 New
CIAM
485
Caitong International Asset Management
Hong Kong
$114K +$114K +412 New
GRP
486
Global Retirement Partners
California
$110K +$16.1K +58 +17%
CAC
487
Core Alternative Capital
Georgia
$87.3K – – –
FHA
488
First Horizon Advisors
Tennessee
$86.8K – – –
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$85.6K -$6.86K -25 -7%
HFM
490
Harvest Fund Management
China
$78K -$3.05K -11 -4%
FDW
491
Fourth Dimension Wealth
Ohio
$71.2K +$71.2K +257 New
CA
492
Clearstead Advisors
Ohio
$66K -$7.22K -26 -10%
S
493
SignatureFD
Georgia
$64.9K – – –
PFBT
494
Parkside Financial Bank & Trust
Missouri
$64K -$97K -350 -60%
AF
495
Allworth Financial
California
$63.8K -$5.15K -18 -7%
UB
496
UMB Bank
Missouri
$62.9K +$6.93K +25 +12%
SAM
497
Smartleaf Asset Management
Massachusetts
$58.6K +$23.1K +83 +65%
A
498
AlphaQuest
New York
$55.2K -$194K -701 -78%
LC
499
Lindbrook Capital
California
$54.3K – – –
PSB
500
Piscataqua Savings Bank
New Hampshire
$49.9K – – –
18 19
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