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Evercore
EVR

Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$89M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$8.34M +$1.08M +5,622 +15%
AQR Capital Management
102
AQR Capital Management
Connecticut
$8.27M -$1.34M -6,993 -14%
AA
103
ALPS Advisors
Colorado
$8.05M +$1.22M +6,318 +18%
CVA
104
Ceredex Value Advisors
Florida
$7.78M -$2.76M -14,343 -26%
JWM
105
Jackson Wealth Management
Florida
$7.52M +$467K +2,424 +7%
GKIM
106
GW&K Investment Management
Massachusetts
$7.26M -$32.9K -171 -0.5%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$7.17M -$735K -3,818 -9%
Lazard Asset Management
108
Lazard Asset Management
New York
$7.12M -$12.9M -66,726 -64%
WCM
109
Wedge Capital Management
North Carolina
$7.1M -$1.58M -8,180 -18%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$7.02M -$71.8K -373 -1%
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$6.95M -$438K -2,272 -6%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$6.75M – – –
Comerica Bank
113
Comerica Bank
Texas
$6.74M -$763K -3,964 -10%
EWM
114
Executive Wealth Management
Michigan
$6.27M -$4.76M -25,126 -43%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.96M +$305K +1,586 +5%
MAM
116
Morse Asset Management
Connecticut
$5.87M +$24.1K +125 +0.4%
TPSF
117
Texas Permanent School Fund
Texas
$5.84M +$75.5K +392 +1%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$5.82M +$2.08M +10,800 +56%
DDPIC
119
Deroy & Devereaux Private Investment Counsel
Michigan
$5.81M +$143K +740 +3%
AIMCA
120
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.73M -$209K -1,087 -4%
First Trust Advisors
121
First Trust Advisors
Illinois
$5.71M -$32.4M -168,337 -85%
DWA
122
Dorsey Wright & Associates
California
$5.61M +$5.61M +29,141 New
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$5.6M +$259K +2,241 +5%
PI
124
PineBridge Investments
New York
$5.34M -$2.67M -13,852 -33%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$5.22M -$539K -2,800 -9%
3 4
5
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