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Evercore

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 190 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $8.4B → $9.23B (+$824M)

0.57% more ownership

Funds ownership: 86.85%87.42% (+0.57%)

4% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 198

Holders
582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$11.4M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$83.2M
3 +$56.2M
4
Invesco
Invesco
Georgia
+$38.1M
5
UBS Group
UBS Group
Switzerland
+$35.4M

Top Sellers

1 -$142M
2 -$89.9M
3 -$58.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$7.85M
127
$7.85M
128
$7.69M
129
$7.68M
130
$7.63M
131
$7.43M
132
$7.26M
133
$7.03M
134
$6.93M
135
$6.77M
136
$6.49M
137
$6.38M
138
$6.32M
139
$6.07M
140
$5.94M
141
$5.92M
142
$5.59M
143
$5.53M
144
$5.5M
145
$5.33M
146
$5.19M
147
$5.18M
148
$5.15M
149
$5.07M
150
$5.07M