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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
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
501
Schonfeld Strategic Advisors
New York
– -$289K -1,500 Closed
JF
502
Jump Financial
Illinois
– -$280K -1,453 Closed
Verition Fund Management
503
Verition Fund Management
Connecticut
– -$279K -1,447 Closed
BFM
504
Boothbay Fund Management
New York
– -$260K -1,349 Closed
DC
505
Diametric Capital
Massachusetts
– -$225K -1,168 Closed
OTL
506
Oak Thistle LLC
New York
– -$214K -1,109 Closed
PS
507
Planned Solutions
California
– -$205K -1,065 Closed
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
– -$203K -1,052 Closed
IHL
509
Investment House LLC
California
– -$202K -1,050 Closed
Los Angeles Capital Management
510
Los Angeles Capital Management
California
– -$202K -1,048 Closed
DZ Bank
511
DZ Bank
Germany
– -$66.6K -346 Closed
QL
512
Quarry LP
New York
– -$61.1K -317 Closed
CFM
513
Catalyst Funds Management
Australia
– -$38.5K -200 Closed
HPC
514
HM Payson & Co
Maine
– -$25.2K -131 Closed
GXJ
515
Global X Japan
Japan
– -$17.1K -89 Closed
DSC
516
Duncker Streett & Co
Missouri
– -$15.8K -82 Closed
FIM
517
Fernwood Investment Management
Massachusetts
– -$14.8K -77 Closed
WIA
518
Wetzel Investment Advisors
Indiana
– -$11.7K -63 Closed
RFS
519
Richardson Financial Services
Massachusetts
– -$12.1K -63 Closed
MAM
520
Meeder Asset Management
Ohio
– -$7.13K -37 Closed
MIM
521
Macroview Investment Management
Maryland
– -$3.08K -16 Closed
CTA
522
Colonial Trust Advisors
South Carolina
– -$770 -4 Closed
TWP
523
TFO Wealth Partners
Ohio
– -$385 -2 Closed
WWP
524
WR Wealth Planners
Missouri
– -$385 -2 Closed
FGAM
525
Financial Gravity Asset Management
Texas
– -$159 – –
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