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Evercore
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Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$89M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$23.5M +$153K +793 +0.7%
GACM
52
Global Alpha Capital Management
Quebec, Canada
$23.3M +$10.6M +54,900 +83%
RA
53
Royce & Associates
New York
$23.3M +$3.12M +16,207 +15%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$23.3M +$22K +114 +0.1%
NC
55
Nitorum Capital
New York
$23.2M -$6.72M -34,916 -22%
BSA
56
Braun Stacey Associates
New York
$23M +$23M +119,578 New
CPC
57
Cookson Peirce & Co
Pennsylvania
$22.8M +$114K +593 +0.5%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$22.1M -$295K -1,530 -1%
SO
59
STRS Ohio
Ohio
$21.6M -$11.9M -61,567 -35%
Ameriprise
60
Ameriprise
Minnesota
$20.1M -$2.18M -11,305 -10%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$19.1M -$783K -4,065 -4%
CRM
62
Cramer Rosenthal McGlynn
Connecticut
$19M +$3.65M +18,966 +24%
WCM Investment Management
63
WCM Investment Management
California
$18.6M -$7.32M -37,984 -28%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$18.3M -$796K -4,132 -4%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$17.8M -$2.9M -15,074 -14%
AllianceBernstein
66
AllianceBernstein
Tennessee
$17.7M -$1.78M -9,230 -9%
NIP
67
Nicholas Investment Partners
California
$16.9M +$278K +1,445 +2%
Victory Capital Management
68
Victory Capital Management
Texas
$16.7M -$371K -1,926 -2%
Man Group
69
Man Group
United Kingdom
$15.7M -$1.06M -5,498 -6%
MC
70
Maverick Capital
Texas
$15.4M +$15.4M +79,903 New
CIA
71
CCM Investment Advisers
South Carolina
$15.3M -$1.54M -8,008 -9%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$15M +$219K +1,139 +1%
BCM
73
Basswood Capital Management
New York
$14.7M -$1.81M -9,387 -11%
Legal & General Group
74
Legal & General Group
United Kingdom
$14.5M -$275K -1,430 -2%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$14.3M -$878K -4,557 -6%
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