EVR icon

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 %
TCM
151
Teza Capital Management
Illinois
$3.74M +$3.74M +14,781 New
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$3.74M – – –
BMSSC
153
B. Metzler seel. Sohn & Co
Germany
$3.72M – – –
Mariner
154
Mariner
Kansas
$3.72M -$52.2K -206 -1%
Alyeska Investment Group
155
Alyeska Investment Group
Illinois
$3.68M +$3.68M +14,517 New
YCM
156
Yousif Capital Management
Michigan
$3.43M -$457K -1,804 -12%
HW
157
Hancock Whitney
Mississippi
$3.33M -$184K -727 -5%
AG
158
Algert Global
California
$3.32M +$2.39M +9,420 +255%
AAM
159
Advisors Asset Management
Colorado
$3.32M -$1.76M -6,962 -35%
Arrowstreet Capital
160
Arrowstreet Capital
Massachusetts
$3.27M +$3.27M +12,920 New
BCC
161
Bridge City Capital
Oregon
$3.27M +$470K +1,854 +17%
SDIC
162
South Dakota Investment Council
South Dakota
$3.25M – – –
CCA
163
Catalyst Capital Advisors
New York
$3.19M -$101K -400 -3%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$3.15M +$1.87M +7,397 +147%
EIM
165
Essex Investment Management
Massachusetts
$3.14M +$8.61K +34 +0.3%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$3.09M -$211K -834 -6%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$3.07M – – –
CCM
168
Cinctive Capital Management
New York
$3.05M +$3.05M +12,035 New
SA
169
SRH Advisors
Kansas
$3.01M – – –
BCI
170
Brinker Capital Investments
Pennsylvania
$3M -$424K -1,675 -12%
OPS
171
Orion Portfolio Solutions
Nebraska
$3M -$424K -1,675 -12%
TCG
172
Tremblant Capital Group
Florida
$2.92M +$219K +866 +8%
EAM
173
EFG Asset Management
Oregon
$2.8M -$11.1K -44 -0.4%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$2.8M +$1.04M +4,100 +59%
US Bancorp
175
US Bancorp
Minnesota
$2.78M -$468K -1,846 -14%
5 6
7
8 9