EVR icon

Evercore
EVR

Overview Fund Activity

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$89M
4
VNIM
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$114M
2
Millennium Management
Millennium Management
New York
$144M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
American Century Companies
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
151
MetLife Investment Management
New Jersey
$3.67M -$96.5K -501 -3%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$3.61M – – –
Renaissance Technologies
153
Renaissance Technologies
New York
$3.52M -$1.5M -7,800 -30%
LCM
154
Legato Capital Management
California
$3.46M -$413K -2,146 -11%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$3.4M +$385 +2 +0%
MCM
156
Monument Capital Management
Virginia
$3.36M -$307K -1,596 -8%
ACM
157
Advisors Capital Management
New Jersey
$3.19M +$264K +1,373 +9%
YCM
158
Yousif Capital Management
Michigan
$3.16M -$75.3K -391 -2%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$3.12M +$21.4K +111 +0.7%
BCI
160
Brinker Capital Investments
Pennsylvania
$3.07M -$171K -889 -5%
OPS
161
Orion Portfolio Solutions
Nebraska
$3.07M -$171K -889 -5%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$3.05M +$1.92M +9,962 +170%
HA
163
Harbor Advisors
Florida
$2.89M – – –
Mariner
164
Mariner
Kansas
$2.85M +$2M +10,361 +234%
BMSSC
165
B. Metzler seel. Sohn & Co
Germany
$2.83M -$2.12M -11,018 -43%
US Bancorp
166
US Bancorp
Minnesota
$2.81M -$685K -3,556 -20%
CWM
167
Centric Wealth Management
Illinois
$2.76M +$109K +602 +4%
AIM
168
Ausbil Investment Management
Australia
$2.74M +$681K +3,601 +33%
HW
169
Hancock Whitney
Mississippi
$2.71M -$1.64M -8,526 -38%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$2.66M +$19.3K +100 +0.7%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$2.6M -$22.5K -119 -0.9%
CIP
172
Cornerstone Investment Partners
Georgia
$2.58M +$4.82K +25 +0.2%
CCA
173
Catalyst Capital Advisors
New York
$2.51M -$43.3K -225 -2%
VNA
174
Valley National Advisers
Pennsylvania
$2.49M -$132K -686 -5%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$2.47M +$967K +5,005 +65%
5 6
7
8 9