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Evercore

470 hedge funds and large institutions have $7.04B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 472470 (-2)

15% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 182

Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.5M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$71.8M
2 +$63.5M
3 +$51.8M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$43.5M
5
Invesco
Invesco
Georgia
+$28.2M

Top Sellers

1 -$32.8M
2 -$30.5M
3 -$27.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$22.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$4.89M
127
$4.76M
128
$4.75M
129
$4.65M
130
$4.61M
131
$4.23M
132
$4.2M
133
$4.19M
134
$4.06M
135
$4.05M
136
$3.97M
137
$3.9M
138
$3.89M
139
$3.89M
140
$3.84M
141
$3.74M
142
$3.73M
143
$3.64M
144
$3.6M
145
$3.53M
146
$3.47M
147
$3.43M
148
$3.42M
149
$3.29M
150
$3.2M