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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 %
NC
576
NewSquare Capital
Pennsylvania
$554 +$554 +2 New
NMG
577
New Millennium Group
Utah
$554 +$554 +2 New
CAWM
578
Capital A Wealth Management
Pennsylvania
$554 +$554 +2 New
TFM
579
TFC Financial Management
Massachusetts
$278 – – –
WCM
580
WealthTrak Capital Management
Virginia
$278 +$278 +1 New
PA
581
PSI Advisors
Florida
$277 – – –
PWM
582
Parkworth Wealth Management
California
$277 +$277 +1 New
IAIM
583
International Assets Investment Management
Florida
– -$678 -171,880 Closed
VNIM
584
Vaughan Nelson Investment Management
Texas
– -$39.4M -155,535 Closed
Holocene Advisors
585
Holocene Advisors
New York
– -$21.9M -86,520 Closed
GPGA
586
Grandeur Peak Global Advisors
Utah
– -$5.65M -22,291 Closed
Alyeska Investment Group
587
Alyeska Investment Group
Illinois
– -$3.68M -14,517 Closed
CCM
588
Cinctive Capital Management
New York
– -$3.05M -12,035 Closed
Susquehanna International Group
589
Susquehanna International Group
Pennsylvania
– -$2.61M -10,299 Closed
CM
590
Caption Management
Oklahoma
– -$2.22M -8,751 Closed
DAM
591
Deltec Asset Management
New York
– -$1.46M -5,760 Closed
Mackenzie Financial
592
Mackenzie Financial
Ontario, Canada
– -$1.21M -4,761 Closed
RP
593
Riverwater Partners
Wisconsin
– -$1.11M -4,447 Closed
SEC
594
Seven Eight Capital
New York
– -$947K -3,737 Closed
MHI
595
Miller Howard Investments
New York
– -$804K -3,173 Closed
SGI
596
Summit Global Investments
Utah
– -$712K -2,811 Closed
ACM
597
Absolute Capital Management
Pennsylvania
– -$613K -2,420 Closed
NC
598
nVerses Capital
Florida
– -$608K -2,400 Closed
WG
599
Winton Group
United Kingdom
– -$602K -2,377 Closed
SG Americas Securities
600
SG Americas Securities
New York
– -$563K -2,224 Closed
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