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Evercore
EVR

Overview Fund Activity

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
4
Invesco
Georgia
$326M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Millennium Management
2
Millennium Management
New York
$99M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
4
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$9.25M 36,500 – –
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$9.24M 36,465 -3,410 -9%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$8.98M 35,440 +280 +0.8%
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$8.84M 34,881 -1,229 -3%
Canada Life
105
Canada Life
Manitoba, Canada
$8.43M 33,285 +3,235 +11%
PC
106
Pier Capital
Connecticut
$8.3M 32,762 -23,558 -42%
Prudential Financial
107
Prudential Financial
New Jersey
$8.22M 32,461 +4,146 +15%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$7.93M 31,308 +12,284 +65%
DDPIC
109
Deroy & Devereaux Private Investment Counsel
Michigan
$7.75M 30,590 +135 +0.4%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.69M 30,360 -622 -2%
SBH
111
Segall Bryant & Hamill
Illinois
$7.65M 30,183 -18,249 -38%
CVA
112
Ceredex Value Advisors
Florida
$7.51M 29,625 -12,257 -29%
PI
113
PineBridge Investments
New York
$7.5M 29,614 +10,883 +58%
AIMCA
114
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.4M 29,211 +2,538 +10%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$7.35M 29,027 -655 -2%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$7.34M 28,981 +9,560 +49%
VCA
117
Verdence Capital Advisors
Maryland
$7.13M 28,132 +886 +3%
AA
118
ALPS Advisors
Colorado
$7.04M 27,783 -20,605 -43%
GC
119
Guggenheim Capital
Illinois
$6.75M 26,633 +3,829 +17%
Lazard Asset Management
120
Lazard Asset Management
New York
$6.51M 25,693 -9,761 -28%
SP
121
Sarasin & Partners
United Kingdom
$6.33M 25,000 – –
BA
122
Bridgewater Associates
Connecticut
$6.27M 24,763 +6,872 +38%
Barclays
123
Barclays
United Kingdom
$6.14M 24,251 +798 +3%
Stifel Financial
124
Stifel Financial
Missouri
$5.92M 23,377 +11,468 +96%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$5.9M 23,292 -259,402 -92%
3 4
5
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