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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 Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$19.3M 69,673 -630 -0.9%
Millennium Management
77
Millennium Management
New York
$18.4M 66,344 -324,414 -83%
Ameriprise
78
Ameriprise
Minnesota
$17.9M 64,575 -6,021 -9%
Arrowstreet Capital
79
Arrowstreet Capital
Massachusetts
$17.4M 62,797 +49,877 +386%
NC
80
Nitorum Capital
New York
$17.1M 61,691 -12,880 -17%
EIP
81
Epoch Investment Partners
New York
$16.8M 60,651 -210,314 -78%
AllianceBernstein
82
AllianceBernstein
Tennessee
$16.4M 59,221 -3,142 -5%
CIA
83
CCM Investment Advisers
South Carolina
$16.2M 58,606 -7,521 -11%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$15.8M 57,077 +3,120 +6%
GKIM
85
GW&K Investment Management
Massachusetts
$15.7M 56,507 -56 -0.1%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$15.6M 56,154 -34,692 -38%
AWM
87
AE Wealth Management
Kansas
$14.8M 53,481 +7,035 +15%
Allianz Asset Management
88
Allianz Asset Management
Germany
$14.3M 51,696 -1,697 -3%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$14.1M 50,754 -129 -0.3%
TI
90
Trexquant Investment
Connecticut
$12.9M 46,699 +29,915 +178%
DWA
91
Dorsey Wright & Associates
California
$12.1M 43,822 +599 +1%
RCW
92
Rheos Capital Works
Japan
$11.9M 43,000 +6,000 +16%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$11.6M 42,020 -28,061 -40%
PCM
94
Peregrine Capital Management
Minnesota
$11.5M 41,653 -8,832 -17%
KHCM
95
Kettle Hill Capital Management
New York
$11.5M 41,601 +41,601 New
CF
96
Corebridge Financial
Texas
$11.1M 40,064 -2,098 -5%
CAM
97
Cresset Asset Management
Illinois
$11.1M 40,058 -4,509 -10%
JWM
98
Jackson Wealth Management
Florida
$11M 39,803 +211 +0.5%
CM
99
Castleark Management
Illinois
$10.8M 39,120 -5,760 -13%
AM
100
AGF Management
Ontario, Canada
$10.7M 38,603 +38,603 New
2 3
4
5 6