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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$114M
2
Millennium Management
Millennium Management
New York
$144M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
American Century Companies
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
126
Verdence Capital Advisors
Maryland
$5.08M -$503K -2,613 -9%
AG
127
Algert Global
California
$5.03M +$2.93M +15,190 +139%
VanEck Associates
128
VanEck Associates
New York
$4.99M -$923K -4,793 -16%
AAM
129
Advisors Asset Management
Colorado
$4.82M -$1.38M -7,146 -22%
SP
130
Sarasin & Partners
United Kingdom
$4.81M – – –
GAM
131
Gotham Asset Management
New York
$4.72M -$27.5K -143 -0.6%
Allianz Asset Management
132
Allianz Asset Management
Germany
$4.7M +$318K +1,649 +7%
Canada Life
133
Canada Life
Manitoba, Canada
$4.66M +$179K +928 +4%
AB
134
Amalgamated Bank
New York
$4.56M -$507K -2,633 -10%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.55M -$342K -1,774 -7%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$4.49M +$2.59M +13,441 +136%
EP
137
Edgestream Partners
New Jersey
$4.39M +$2.98M +15,495 +212%
GC
138
Guggenheim Capital
Illinois
$4.28M +$676K +3,511 +19%
MAM
139
Martingale Asset Management
Massachusetts
$4.17M -$107K -555 -2%
EI
140
EAM Investors
California
$4.13M +$62.2K +323 +2%
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
$4.08M +$4.08M +21,204 New
EGI
142
EAM Global Investors
California
$4.08M – – –
SCP
143
Seizert Capital Partners
Michigan
$4.06M -$2.05M -10,649 -34%
MOACM
144
Mutual of America Capital Management
New York
$3.98M -$162K -839 -4%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$3.97M -$2.42M -12,562 -38%
Jane Street
146
Jane Street
New York
$3.85M +$1.83M +9,500 +91%
Cerity Partners
147
Cerity Partners
New York
$3.76M +$1M +5,212 +36%
PHK
148
Point72 Hong Kong
Hong Kong
$3.73M +$3.73M +19,379 New
SDIC
149
South Dakota Investment Council
South Dakota
$3.72M – – –
VOYA Investment Management
150
VOYA Investment Management
Georgia
$3.7M -$154K -802 -4%
4 5
6
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