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Evercore
EVR

Overview Fund Activity

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$24.5M 117,680 -21,487 -15%
GLA
52
Great Lakes Advisors
Illinois
$24.3M 116,550 -5,362 -4%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$23.8M 114,204 -6,599 -5%
SO
54
STRS Ohio
Ohio
$23.3M 111,940 -273 -0.2%
RA
55
Royce & Associates
New York
$22.5M 107,981 -13,205 -11%
CRM
56
Cramer Rosenthal McGlynn
Connecticut
$22.5M 107,759 +9,346 +9%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$22.3M 106,903 -18,532 -15%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$20.7M 99,237 +19 +0%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$20.3M 97,323 +2,197 +2%
WCM Investment Management
60
WCM Investment Management
California
$19.3M 97,908 +1,454 +2%
Man Group
61
Man Group
United Kingdom
$18.5M 88,946 +7,349 +9%
NC
62
Nitorum Capital
New York
$18.4M 88,495 -31,949 -27%
SC
63
Samlyn Capital
New York
$17.2M 82,727 +82,727 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$16.4M 78,840 -12,922 -14%
BCM
65
Basswood Capital Management
New York
$15.9M 76,420 – –
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$15.9M 76,247 +1,772 +2%
CIA
67
CCM Investment Advisers
South Carolina
$15.9M 76,211 -3,315 -4%
FMI
68
F/M Investments
District of Columbia
$15.9M 76,166 +76,166 New
Natixis Advisors
69
Natixis Advisors
Massachusetts
$15.8M 75,905 +8,526 +13%
Ameriprise
70
Ameriprise
Minnesota
$15.5M 74,349 -30,048 -29%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$15.2M 72,823 -4,943 -6%
Swiss National Bank
72
Swiss National Bank
Switzerland
$15.1M 72,300 +1,700 +2%
FWIA
73
Fort Washington Investment Advisors
Ohio
$15M 71,808 +200 +0.3%
RJA
74
Raymond James & Associates
Florida
$14.9M 71,616 +118 +0.2%
NIP
75
Nicholas Investment Partners
California
$14.9M 71,535 -16,446 -19%
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