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Evercore
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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 %
FMP
501
Financial Management Professionals
Texas
$1K – – –
CA
502
Claris Advisors
Missouri
$760 +$760 +3 New
IAIM
503
International Assets Investment Management
Florida
$678 +$678 +171,880 New
RIL
504
Rothschild Investment LLC
Illinois
$507 +$507 +2 New
BF
505
BOK Financial
Oklahoma
$496 +$496 +2 New
WOC
506
West Oak Capital
California
$443 – – –
TFM
507
TFC Financial Management
Massachusetts
$254 – – –
CA
508
Crewe Advisors
Utah
$254 +$254 +1 New
PA
509
PSI Advisors
Florida
$253 – – –
Norges Bank
510
Norges Bank
Norway
– -$88.4M -424,163 Closed
AI
511
Ariel Investments
Illinois
– -$25.3M -121,221 Closed
SC
512
Samlyn Capital
New York
– -$17.2M -82,727 Closed
Hotchkis & Wiley Capital Management
513
Hotchkis & Wiley Capital Management
California
– -$11.3M -54,205 Closed
Point72 Asset Management
514
Point72 Asset Management
Connecticut
– -$10.4M -50,027 Closed
TPSF
515
Texas Permanent School Fund
Texas
– -$6.57M -31,514 Closed
WCM
516
Wedge Capital Management
North Carolina
– -$4.06M -19,479 Closed
EP
517
Edgestream Partners
New Jersey
– -$1.83M -8,782 Closed
HWM
518
Hohimer Wealth Management
Washington
– -$1.41M -6,761 Closed
SPA
519
Sherbrooke Park Advisers
New York
– -$1.16M -5,583 Closed
PP
520
PDT Partners
New York
– -$959K -4,602 Closed
ACM
521
Aquatic Capital Management
Illinois
– -$938K -4,500 Closed
CAIMH
522
Central Asset Investments & Management Holdings
Hong Kong
– -$688K -3,300 Closed
NL
523
NKCFO LLC
Illinois
– -$688K -3,300 Closed
MCM
524
MAI Capital Management
Ohio
– -$557K -2,674 Closed
CIS
525
Custom Index Systems
New York
– -$519K -2,489 Closed
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