EVR icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
JWM
126
Jackson Wealth Management
Florida
$4.97M -$3.17M -15,209 -39%
Barclays
127
Barclays
United Kingdom
$4.89M -$6.4M -30,711 -57%
EF
128
Empowered Funds
Pennsylvania
$4.76M +$4.76M +22,833 New
GC
129
Guggenheim Capital
Illinois
$4.75M +$117K +560 +3%
Comerica Bank
130
Comerica Bank
Texas
$4.65M -$2.64M -12,659 -36%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.61M -$320K -1,536 -6%
MOACM
132
Mutual of America Capital Management
New York
$4.23M -$75.7K -363 -2%
Cerity Partners
133
Cerity Partners
New York
$4.2M +$140K +671 +3%
AAM
134
Advisors Asset Management
Colorado
$4.19M -$1.03M -4,937 -20%
WCM
135
Wedge Capital Management
North Carolina
$4.06M -$3.63M -17,403 -47%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$4.05M -$813K -3,902 -17%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$3.97M -$37.7K -181 -0.9%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$3.9M +$1.49M +7,132 +62%
PI
139
PineBridge Investments
New York
$3.89M -$1.87M -8,997 -32%
MIM
140
MetLife Investment Management
New Jersey
$3.89M -$80K -384 -2%
CWM
141
Centric Wealth Management
Illinois
$3.84M +$55.3K +222 +1%
AB
142
Amalgamated Bank
New York
$3.74M -$1.2M -5,757 -24%
BA
143
Bridgewater Associates
Connecticut
$3.73M -$11.6M -55,618 -76%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$3.64M -$37.7K -181 -1%
MCM
145
Monument Capital Management
Virginia
$3.6M -$36.5K -175 -1%
First Trust Advisors
146
First Trust Advisors
Illinois
$3.53M -$2.64M -12,680 -43%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$3.47M +$605K +2,905 +21%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$3.43M +$54.4K +261 +2%
ACM
149
Advisors Capital Management
New Jersey
$3.42M -$29K -139 -0.8%
Deutsche Bank
150
Deutsche Bank
Germany
$3.29M +$1.46M +6,996 +80%
4 5
6
7 8