Evercore
436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.66% more ownership
Funds ownership: 87.53% → 90.18% (+2.7%)
13% less call options, than puts
Call options by funds: $8.82M | Put options by funds: $10.2M
23% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 175
Holders
436
Holding in Top 10
5
Calls
$8.82M
Puts
$10.2M
Top Buyers
| 1 | +$106M | |
| 2 | +$49.9M | |
| 3 | +$39.9M | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$28.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$22M |
Top Sellers
| 1 | -$38.3M | |
| 2 | -$20.6M | |
| 3 | -$16.6M | |
| 4 |
JP Morgan Chase
New York
|
-$16M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$15.4M |