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Evercore

583 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.56% more ownership

Funds ownership: 86.86%87.42% (+0.56%)

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 199

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$165M
2 +$85M
3 +$57.4M
4
Invesco
Invesco
Georgia
+$38.9M
5
UBS Group
UBS Group
Switzerland
+$36.2M

Top Sellers

1 -$145M
2 -$91.9M
3 -$59.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$6.38K
552
$6.1K
553
$5.82K
554
$5.54K
555
$4.71K
556
$4.43K
557
$4.16K
558
$3.88K
559
$3.88K
560
$3.88K
561
$3.33K
562
$3.33K
563
$2.77K
564
$2.77K
565
$2.5K
566
$2.22K
567
$2.22K
568
$1.94K
569
$1.94K
570
$1.39K
571
$1.11K
572
$832
573
$555
574
$555
575
$554