EVR icon

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 %
AssetMark Inc
501
AssetMark Inc
California
$49.6K -$1.11K -4 -2%
VCM
502
Versant Capital Management
Arizona
$49.1K +$12.2K +44 +33%
MA
503
MCF Advisors
Kentucky
$47.1K – – –
IA
504
IFP Advisors
Florida
$46.3K +$1.39K +5 +3%
QL
505
Quarry LP
New York
$46.3K -$38.5K -139 -45%
RMP
506
Richards, Merrill & Peterson
Washington
$46.3K +$46.3K +167 New
KI
507
Kapitalo Investimentos
Brazil
$44.1K +$44.1K +159 New
TWD
508
True Wealth Design
Ohio
$42.4K +$6.1K +22 +17%
KFI
509
Key Financial Inc
Pennsylvania
$42.1K – – –
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$41.3K +$8.32K +30 +25%
HNB
511
Huntington National Bank
Ohio
$38.5K +$832 +3 +2%
LI
512
LRI Investments
Florida
$38.2K – – –
Bessemer Group
513
Bessemer Group
New Jersey
$37K +$10.6K +38 +40%
W
514
WealthCollab
Washington
$36.9K -$8.59K -31 -19%
QC
515
Quent Capital
New York
$35.8K +$3.05K +11 +9%
VWM
516
Venturi Wealth Management
Texas
$33.8K +$6.38K +23 +23%
RA
517
Rise Advisors
New York
$32.3K +$276 +1 +0.9%
MCM
518
MAI Capital Management
Ohio
$30.8K +$30.8K +111 New
BIA
519
Bell Investment Advisors
California
$30.5K – – –
ST
520
Smithfield Trust
Pennsylvania
$27K – – –
Group One Trading
521
Group One Trading
Illinois
$26.1K +$26.1K +94 New
CIM
522
Contravisory Investment Management
Massachusetts
$25.8K -$4.44K -16 -15%
PS
523
Principal Securities
Iowa
$25.2K +$8.04K +29 +47%
VSQM
524
V-Square Quantitative Management
Illinois
$23.6K +$23.6K +85 New
FA
525
Fedenia Advisers
Wisconsin
$23.3K +$23.3K +84 New
19 20
21
22 23