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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 Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$10.4M +$3.64M +13,138 +54%
MAM
102
Morse Asset Management
Connecticut
$10.3M +$70.4K +254 +0.7%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$10.2M -$45.5K -164 -0.4%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$10.1M – – –
CVA
105
Ceredex Value Advisors
Florida
$10M +$1.84M +6,625 +22%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$10M -$61K -220 -0.6%
SEI Investments
107
SEI Investments
Pennsylvania
$9.95M -$1.01M -3,632 -9%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$9.84M +$1.81M +6,531 +23%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.57M +$9.57M +34,531 New
Amundi
110
Amundi
France
$9.52M +$7.27M +26,494 +322%
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$9.43M -$236K -850 -2%
BA
112
Bridgewater Associates
Connecticut
$9.22M +$2.35M +8,492 +34%
AA
113
ALPS Advisors
Colorado
$9.07M +$1.37M +4,934 +18%
PI
114
PineBridge Investments
New York
$8.99M +$786K +2,835 +10%
LPL Financial
115
LPL Financial
California
$8.93M +$3.87M +13,957 +76%
AP
116
Appleton Partners
Massachusetts
$8.71M +$8.71M +31,424 New
Jane Street
117
Jane Street
New York
$8.61M +$6.04M +21,785 +235%
Stifel Financial
118
Stifel Financial
Missouri
$8.57M +$2.09M +7,552 +32%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$8.54M -$136K -490 -2%
DDPIC
120
Deroy & Devereaux Private Investment Counsel
Michigan
$8.51M +$29.1K +105 +0.3%
Canada Life
121
Canada Life
Manitoba, Canada
$8.51M -$716K -2,586 -8%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$8.28M -$6.79M -24,483 -45%
SBH
123
Segall Bryant & Hamill
Illinois
$8.26M -$111K -401 -1%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.22M -$197K -712 -2%
VanEck Associates
125
VanEck Associates
New York
$8.11M +$2.32M +8,387 +40%
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