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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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$5.87M +$762K +3,006 +15%
GAM
127
Gotham Asset Management
New York
$5.72M -$416K -1,644 -7%
GPGA
128
Grandeur Peak Global Advisors
Utah
$5.65M -$11.4M -45,152 -67%
VanEck Associates
129
VanEck Associates
New York
$5.38M +$1.54M +5,967 +40%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$5.27M +$4.9M +19,328 +1,297%
EF
131
Empowered Funds
Pennsylvania
$5.06M -$722K -2,850 -12%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.96M -$643K -2,537 -11%
MOACM
133
Mutual of America Capital Management
New York
$4.88M -$258K -1,018 -5%
CWM
134
Centric Wealth Management
Illinois
$4.76M -$110K -348 -2%
MIM
135
MetLife Investment Management
New Jersey
$4.67M -$60K -237 -1%
EGI
136
EAM Global Investors
California
$4.63M +$4.63M +18,281 New
LPL Financial
137
LPL Financial
California
$4.63M +$2.46M +9,724 +114%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$4.54M -$205K -811 -4%
QCM
139
Quantinno Capital Management
New York
$4.46M +$1.02M +4,044 +30%
AB
140
Amalgamated Bank
New York
$4.43M -$121K -477 -3%
MCM
141
Monument Capital Management
Virginia
$4.34M -$36.2K -143 -0.8%
EI
142
EAM Investors
California
$4.32M +$1.56M +6,162 +57%
TI
143
Trexquant Investment
Connecticut
$4.25M +$4.25M +16,784 New
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$4.22M -$203K -800 -5%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.19M +$16K +63 +0.4%
ACM
146
Advisors Capital Management
New Jersey
$4.12M -$39K -154 -0.9%
LCM
147
Legato Capital Management
California
$3.98M +$377K +1,490 +10%
Mitsubishi UFJ Trust & Banking
148
Mitsubishi UFJ Trust & Banking
Japan
$3.96M -$255K -1,005 -6%
Comerica Bank
149
Comerica Bank
Texas
$3.9M -$1.75M -6,918 -31%
HA
150
Harbor Advisors
Florida
$3.8M – – –
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