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Evercore
EVR

Overview Fund Activity

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
151
Yousif Capital Management
Michigan
$3.2M -$218K -1,044 -6%
HA
152
Harbor Advisors
Florida
$3.13M – – –
VanEck Associates
153
VanEck Associates
New York
$3.11M -$2.3M -11,018 -42%
Mariner
154
Mariner
Kansas
$3.1M +$19.4K +93 +0.6%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$3.08M -$2.57M -12,330 -45%
BMSSC
156
B. Metzler seel. Sohn & Co
Germany
$3.06M – – –
LCM
157
Legato Capital Management
California
$2.96M -$780K -3,743 -21%
HW
158
Hancock Whitney
Mississippi
$2.89M -$40.6K -195 -1%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$2.87M -$12.6M -60,216 -81%
QCM
160
Quantinno Capital Management
New York
$2.82M +$252K +1,209 +10%
BCI
161
Brinker Capital Investments
Pennsylvania
$2.82M -$506K -2,426 -15%
OPS
162
Orion Portfolio Solutions
Nebraska
$2.82M -$506K -2,426 -15%
ASN
163
Advisory Services Network
Georgia
$2.75M +$160K +770 +6%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$2.72M +$350K +1,681 +15%
CCA
165
Catalyst Capital Advisors
New York
$2.71M -$10.4K -50 -0.4%
CIP
166
Cornerstone Investment Partners
Georgia
$2.69M -$108K -520 -4%
SDIC
167
South Dakota Investment Council
South Dakota
$2.67M -$1.35M -6,486 -34%
US Bancorp
168
US Bancorp
Minnesota
$2.67M -$371K -1,778 -12%
VNA
169
Valley National Advisers
Pennsylvania
$2.6M -$91K -437 -3%
EIM
170
Essex Investment Management
Massachusetts
$2.58M -$80.2K -385 -3%
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$2.52M -$1.39M -6,669 -36%
Renaissance Technologies
172
Renaissance Technologies
New York
$2.5M -$1.31M -6,300 -34%
Stifel Financial
173
Stifel Financial
Missouri
$2.48M -$139K -669 -5%
SA
174
SRH Advisors
Kansas
$2.48M – – –
EAM
175
EFG Asset Management
Oregon
$2.31M +$11K +53 +0.5%
5 6
7
8 9