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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 %
FRM
526
Fox Run Management
Connecticut
– -$464K -2,228 Closed
IA
527
Inspire Advisors
Idaho
– -$454K -2,180 Closed
CM
528
Capula Management
Cayman Islands
– -$439K -2,108 Closed
LA
529
Lane & Associates
New Jersey
– -$382K -1,833 Closed
CM
530
CastleKnight Management
New York
– -$375K -1,800 Closed
MAM
531
Martingale Asset Management
Massachusetts
– -$329K -1,578 Closed
CIC
532
Cornercap Investment Counsel
Georgia
– -$291K -1,396 Closed
OAM
533
Oppenheimer Asset Management
New York
– -$272K -1,306 Closed
Balyasny Asset Management
534
Balyasny Asset Management
Illinois
– -$270K -1,294 Closed
PCM
535
Prelude Capital Management
New York
– -$260K -1,249 Closed
MFS
536
Mirabella Financial Services
United Kingdom
– -$239K -1,145 Closed
PAS
537
Park Avenue Securities
New York
– -$237K -1,139 Closed
SW
538
Simplicity Wealth
New Jersey
– -$210K -1,006 Closed
DWM
539
Dakota Wealth Management
Florida
– -$206K -988 Closed
Squarepoint
540
Squarepoint
New York
– -$201K -963 Closed
Simplex Trading
541
Simplex Trading
Illinois
– -$168K -808 Closed
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
– -$116K -555 Closed
OWA
543
Opal Wealth Advisors
New York
– -$50.4K -242 Closed
GI
544
Gradient Investments
Minnesota
– -$36.3K -174 Closed
GCM
545
Gladius Capital Management
Illinois
– -$33.6K -161 Closed
OP
546
ORG Partners
Indiana
– -$34K -161 Closed
SWS
547
SYSTM Wealth Solutions
Illinois
– -$16.3K -78 Closed
LFG
548
Larson Financial Group
Missouri
– -$15.4K -74 Closed
SA
549
Scarborough Advisors
Maryland
– -$11.4K -55 Closed
NMM
550
Naples Money Management
Florida
– -$11.4K -54 Closed
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