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Evercore
EVR

Overview Fund Activity

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$9.1M +$8.16M +39,128 +866%
Two Sigma Investments
102
Two Sigma Investments
New York
$9.09M +$8.44M +40,498 +1,294%
SEI Investments
103
SEI Investments
Pennsylvania
$8.94M -$2.61M -12,501 -23%
CVA
104
Ceredex Value Advisors
Florida
$8.73M +$307K +1,475 +4%
AWM
105
AE Wealth Management
Kansas
$8.34M -$686K -3,289 -8%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$8.31M -$1.8M -8,641 -18%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$7.9M +$303K +1,452 +4%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$7.63M -$133K -636 -2%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$7.61M +$1.31M +6,300 +21%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$7.53M +$1.25K +6 +0%
MAM
111
Morse Asset Management
Connecticut
$7.41M +$1.05M +5,046 +17%
Lazard Asset Management
112
Lazard Asset Management
New York
$7.39M -$313K -1,502 -4%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$7.33M +$21.9K +105 +0.3%
MAP
114
Moody Aldrich Partners
Massachusetts
$6.8M -$5.94M -28,502 -47%
TPSF
115
Texas Permanent School Fund
Texas
$6.57M +$246K +1,181 +4%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.46M +$2.29K +11 +0%
DDPIC
117
Deroy & Devereaux Private Investment Counsel
Michigan
$6.35M +$62.5K +300 +1%
Canada Life
118
Canada Life
Manitoba, Canada
$6.26M +$1.22M +5,846 +24%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$6.19M +$1.89M +9,060 +44%
DWA
120
Dorsey Wright & Associates
California
$6.15M +$78.2K +375 +1%
Prudential Financial
121
Prudential Financial
New Jersey
$5.9M -$7.7M -36,940 -57%
VCA
122
Verdence Capital Advisors
Maryland
$5.68M +$185K +886 +3%
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.56M -$647K -3,103 -10%
SP
124
Sarasin & Partners
United Kingdom
$5.21M – – –
GAM
125
Gotham Asset Management
New York
$5.05M -$59.4K -285 -1%
3 4
5
6 7