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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.

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
1
Fidelity Investments
Massachusetts
$287M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$89.6M
3
SIMG
3
Stephens Investment Management Group
Texas
$56.2M
4
Invesco
4
Invesco
Georgia
$395M
5
UBS Group
5
UBS Group
Switzerland
$50.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
2
Millennium Management
New York
$18.4M
3
EIP
3
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$31.5M -$72.3K -261 -0.2%
Man Group
52
Man Group
United Kingdom
$30.5M -$114K -413 -0.4%
UBS AM
53
UBS AM
Illinois
$29.1M +$1.6M +5,763 +6%
SO
54
STRS Ohio
Ohio
$29.1M -$1.64M -5,928 -5%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$28.6M +$11.4M +41,100 +66%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$27.9M -$5.51M -19,870 -16%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$26.9M +$56.8K +205 +0.2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$25.5M -$844K -3,046 -3%
FCM
59
Frontier Capital Management
Massachusetts
$25M -$15.6M -56,377 -38%
GLA
60
Great Lakes Advisors
Illinois
$24.6M -$881K -3,178 -3%
Tudor Investment Corp
61
Tudor Investment Corp
Connecticut
$23.9M -$8.58M -30,936 -26%
BBCM
62
Broad Bay Capital Management
New York
$23.8M +$23.8M +86,000 New
NIP
63
Nicholas Investment Partners
California
$22.9M +$962K +3,472 +4%
Wells Fargo
64
Wells Fargo
California
$21.6M +$5.04M +18,196 +31%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$21.3M +$1.94M +6,998 +10%
BCM
66
Basswood Capital Management
New York
$21.2M – – –
CRM
67
Cramer Rosenthal McGlynn
Connecticut
$21M +$1.74M +6,271 +9%
RA
68
Royce & Associates
New York
$20.4M -$7.59M -27,374 -27%
GT
69
Glenmede Trust
Pennsylvania
$20.2M -$10.2M -36,847 -34%
MWM
70
Moran Wealth Management
Florida
$20.2M -$625K -2,255 -3%
FWIA
71
Fort Washington Investment Advisors
Ohio
$20.2M +$3.62M +13,062 +22%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$20.1M +$995K +3,589 +5%
Swiss National Bank
73
Swiss National Bank
Switzerland
$19.8M +$55.4K +200 +0.3%
WCM Investment Management
74
WCM Investment Management
California
$19.7M -$6.83M -24,562 -26%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$19.6M -$1.43M -5,158 -7%
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