Evercore
EVR
583 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 36 closing their positions.
217% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 36
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
34% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $11.4M
14% more funds holding
Funds holding: 512 → 583 (+71)
10% more capital invested
Capital invested by funds: $8.4B → $9.23B (+$824M)
0.56% more ownership
Funds ownership: 86.86% → 87.42% (+0.56%)
5% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$165M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$57.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$38.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$145M |
| 2 |
Millennium Management
New York
|
-$91.9M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$59.6M |
| 4 |
JP Morgan Chase
New York
|
-$51.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$47.6M |
EVR Hedge Fund Activity: Q4 2024 in Review
583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q4 2024, worth a combined $9.23B — up 9.8% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new EVR positions and 36 closed out — a net gain of 78 holders — while 190 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $165M. The largest seller was Wellington Management Group, cutting an estimated $145M.
- 583 institutional investors held Evercore (EVR) as of Q4 2024, up from 512 in Q3 2024.
- Funds reported $9.23B of Evercore stock for Q4 2024, up 9.8% quarter-over-quarter.
- 114 funds opened new Evercore positions in Q4 2024 and 36 closed out, a net change of +78 holders.
- The largest Evercore buyer in Q4 2024 was Fidelity Investments, an estimated $165M added.
- The largest Evercore seller in Q4 2024 was Wellington Management Group, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2024.