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Evercore
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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
76
First Eagle Investment Management
New York
$14.8M +$1.4M +6,700 +10%
AQR Capital Management
77
AQR Capital Management
Connecticut
$14.7M +$5.96M +29,441 +68%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$14.4M -$4.84M -23,205 -25%
Legal & General Group
79
Legal & General Group
United Kingdom
$14.3M -$1.33M -6,359 -8%
Jane Street
80
Jane Street
New York
$14.2M +$10M +48,143 +241%
GPGA
81
Grandeur Peak Global Advisors
Utah
$14.1M -$1.31M -6,299 -9%
Walleye Capital
82
Walleye Capital
New York
$13.8M +$936K +4,490 +7%
PCM
83
Peregrine Capital Management
Minnesota
$12.9M +$168K +805 +1%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$12.8M -$473K -2,269 -4%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$12.5M -$11.4M -54,535 -48%
Allianz Asset Management
86
Allianz Asset Management
Germany
$12.4M +$7.34M +35,208 +144%
PC
87
Pier Capital
Connecticut
$11.7M -$1.03M -4,925 -8%
MWM
88
Moran Wealth Management
Florida
$11.5M +$11.5M +55,110 New
Hotchkis & Wiley Capital Management
89
Hotchkis & Wiley Capital Management
California
$11.3M -$18.6M -89,320 -62%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$11.3M +$8.42M +40,400 +293%
Wells Fargo
91
Wells Fargo
California
$11.2M -$2.77M -13,296 -20%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$10.7M +$8.01M +38,418 +301%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M – – –
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$10.4M +$10.4M +50,027 New
SBH
95
Segall Bryant & Hamill
Illinois
$10.1M +$275K +1,317 +3%
AA
96
ALPS Advisors
Colorado
$10.1M +$1.37M +6,583 +16%
CM
97
Castleark Management
Illinois
$9.7M -$81.3K -390 -0.8%
UBS Group
98
UBS Group
Switzerland
$9.45M +$413K +1,980 +5%
CF
99
Corebridge Financial
Texas
$9.34M +$9.34M +44,825 New
GKIM
100
GW&K Investment Management
Massachusetts
$9.21M +$1.36M +6,504 +17%
2 3
4
5 6