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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.

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 %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$14.2M +$14M +72,910 +6,827%
GPGA
77
Grandeur Peak Global Advisors
Utah
$14.2M -$2.21M -11,499 -13%
BA
78
Bridgewater Associates
Connecticut
$14.2M -$1.33M -6,903 -9%
FWIA
79
Fort Washington Investment Advisors
Ohio
$13.8M -$1.3M -6,740 -9%
RJA
80
Raymond James & Associates
Florida
$13.8M +$177K +917 +1%
Swiss National Bank
81
Swiss National Bank
Switzerland
$13.6M -$77K -400 -0.6%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$13M +$10.7M +55,341 +460%
Wells Fargo
83
Wells Fargo
California
$12.9M -$21.2K -110 -0.2%
Prudential Financial
84
Prudential Financial
New Jersey
$12.6M +$11.4M +59,231 +983%
First Eagle Investment Management
85
First Eagle Investment Management
New York
$12.3M +$154K +800 +1%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$12.3M +$5.39K +28 +0%
Walleye Capital
87
Walleye Capital
New York
$11.9M -$11M -57,034 -48%
PCM
88
Peregrine Capital Management
Minnesota
$11.8M -$1.31M -6,794 -10%
PC
89
Pier Capital
Connecticut
$11.8M -$2.73M -14,178 -19%
MAP
90
Moody Aldrich Partners
Massachusetts
$11.8M -$1.17M -6,098 -9%
CS
91
Credit Suisse
Switzerland
$10.8M +$141K +733 +1%
ZCM
92
Ziegler Capital Management
Illinois
$10.7M +$6.28M +49,405 +142%
SEI Investments
93
SEI Investments
Pennsylvania
$10.7M +$300K +1,558 +3%
Barclays
94
Barclays
United Kingdom
$10.4M +$2.93M +15,227 +39%
Squarepoint
95
Squarepoint
New York
$10.4M +$5.92M +30,759 +131%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$9.8M – – –
SBH
97
Segall Bryant & Hamill
Illinois
$9.07M +$1.91M +9,937 +27%
CM
98
Castleark Management
Illinois
$9.04M -$1.21M -6,270 -12%
AIG
99
American International Group
New York
$8.84M -$180K -937 -2%
UBS Group
100
UBS Group
Switzerland
$8.35M -$1.8M -9,355 -18%
2 3
4
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