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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$89.6M
3
SIMG
Stephens Investment Management Group
Texas
$56.2M
4
Invesco
Invesco
Georgia
$395M
5
UBS Group
UBS Group
Switzerland
$50.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
Millennium Management
New York
$18.4M
3
EIP
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$7.85M +$7.59M +27,394 +2,955%
VCA
127
Verdence Capital Advisors
Maryland
$7.85M +$50.7K +183 +0.7%
EP
128
Edgestream Partners
New Jersey
$7.69M +$7.69M +27,730 New
GC
129
Guggenheim Capital
Illinois
$7.68M +$300K +1,082 +4%
Prudential Financial
130
Prudential Financial
New Jersey
$7.63M -$1.37M -4,951 -15%
IIM
131
INTECH Investment Management
Florida
$7.43M +$6.97M +25,152 +1,512%
LIP
132
Lighthouse Investment Partners
Florida
$7.26M +$7.26M +26,176 New
Cerity Partners
133
Cerity Partners
New York
$7.03M +$616K +2,229 +10%
SP
134
Sarasin & Partners
United Kingdom
$6.93M – – –
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$6.77M -$1.28M -4,613 -16%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.49M +$1.06M +3,841 +20%
EGM
137
Engineers Gate Manager
New York
$6.38M +$4.83M +17,414 +311%
AIMCA
138
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.32M -$1.77M -6,398 -22%
EF
139
Empowered Funds
Pennsylvania
$6.07M +$533K +1,923 +10%
GAM
140
Gotham Asset Management
New York
$5.94M -$321K -1,159 -5%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$5.92M +$152K +547 +3%
AG
142
Algert Global
California
$5.59M +$1.96M +7,059 +54%
MIM
143
MetLife Investment Management
New Jersey
$5.53M +$426K +1,536 +8%
ACM
144
Aquatic Capital Management
Illinois
$5.5M +$5.5M +19,832 New
QCM
145
Quantinno Capital Management
New York
$5.33M +$459K +1,656 +9%
Squarepoint
146
Squarepoint
New York
$5.19M +$5.19M +18,713 New
MOACM
147
Mutual of America Capital Management
New York
$5.18M -$157K -568 -3%
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$5.15M +$5.15M +18,565 New
EGI
149
EAM Global Investors
California
$5.07M +$3.05K +11 +0.1%
Lazard Asset Management
150
Lazard Asset Management
New York
$5.07M -$2.05M -7,400 -29%
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