EVR icon

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.

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
1
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
4
Invesco
Georgia
$326M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Millennium Management
2
Millennium Management
New York
$99M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
4
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
51
STRS Ohio
Ohio
$28.1M 110,928 -1,012 -0.9%
Man Group
52
Man Group
United Kingdom
$28M 110,466 +21,520 +24%
GT
53
Glenmede Trust
Pennsylvania
$27.8M 109,802 -7,878 -7%
RA
54
Royce & Associates
New York
$25.6M 100,924 -7,057 -7%
UBS AM
55
UBS AM
Illinois
$25.2M 99,346 -60,696 -38%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$24.6M 96,973 -2,264 -2%
WCM Investment Management
57
WCM Investment Management
California
$24.2M 95,366 -2,542 -3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$24.1M 94,999 -2,324 -2%
GLA
59
Great Lakes Advisors
Illinois
$23.3M 91,895 -24,655 -21%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$23M 90,846 -42,700 -32%
Holocene Advisors
61
Holocene Advisors
New York
$21.9M 86,520 +86,520 New
NIP
62
Nicholas Investment Partners
California
$20.1M 79,232 +7,697 +11%
Two Sigma Investments
63
Two Sigma Investments
New York
$19.8M 77,979 +34,351 +79%
BCM
64
Basswood Capital Management
New York
$19.4M 76,420 – –
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$19.2M 75,742 -505 -0.7%
FMI
66
F/M Investments
District of Columbia
$19.2M 75,722 -444 -0.6%
MWM
67
Moran Wealth Management
Florida
$19M 75,058 +19,948 +36%
NC
68
Nitorum Capital
New York
$18.9M 74,571 -13,924 -16%
Swiss National Bank
69
Swiss National Bank
Switzerland
$18.1M 71,400 -900 -1%
RJA
70
Raymond James & Associates
Florida
$18M 70,902 -714 -1%
Ameriprise
71
Ameriprise
Minnesota
$17.9M 70,596 -3,753 -5%
Legal & General Group
72
Legal & General Group
United Kingdom
$17.8M 70,303 +1,586 +2%
First Eagle Investment Management
73
First Eagle Investment Management
New York
$17.8M 70,081 -700 -1%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$17.7M 69,788 +9,611 +16%
CRM
75
Cramer Rosenthal McGlynn
Connecticut
$17.6M 69,445 -38,314 -36%
1 2
3
4 5