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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 Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$17.5M -$23.8K -94 -0.1%
CIA
77
CCM Investment Advisers
South Carolina
$16.8M -$2.55M -10,084 -13%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$16M +$12.6M +49,591 +360%
AllianceBernstein
79
AllianceBernstein
Tennessee
$15.8M -$4.17M -16,477 -21%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$15.8M +$2.03M +8,000 +15%
FWIA
81
Fort Washington Investment Advisors
Ohio
$15.1M -$3.06M -12,090 -17%
Wells Fargo
82
Wells Fargo
California
$15.1M +$1.49M +5,888 +11%
GKIM
83
GW&K Investment Management
Massachusetts
$14.3M +$3.14M +12,389 +28%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$13.8M -$1.78M -7,032 -11%
UBS Group
85
UBS Group
Switzerland
$13.8M +$2.27M +8,965 +20%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$13.7M +$4.39M +17,343 +47%
Allianz Asset Management
87
Allianz Asset Management
Germany
$13.5M -$1.58M -6,218 -10%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$12.9M – – –
PCM
89
Peregrine Capital Management
Minnesota
$12.8M -$2.93M -11,582 -19%
AWM
90
AE Wealth Management
Kansas
$11.8M +$1.63M +6,453 +16%
CM
91
Castleark Management
Illinois
$11.4M -$421K -1,660 -4%
CAM
92
Cresset Asset Management
Illinois
$11.3M +$233K +919 +2%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$11M -$8.26M -32,617 -43%
DWA
94
Dorsey Wright & Associates
California
$11M +$3.47M +13,707 +46%
CF
95
Corebridge Financial
Texas
$10.7M -$675K -2,663 -6%
JWM
96
Jackson Wealth Management
Florida
$10M +$3.99M +15,744 +66%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$10M -$254K -939 -2%
SEI Investments
98
SEI Investments
Pennsylvania
$10M -$845K -3,337 -8%
RCW
99
Rheos Capital Works
Japan
$9.37M +$9.37M +37,000 New
MAM
100
Morse Asset Management
Connecticut
$9.32M +$322K +1,271 +4%
2 3
4
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