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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 %
Renaissance Technologies
151
Renaissance Technologies
New York
$5.04M +$4.66M +16,800 +1,200%
FAM
152
Fred Alger Management
New York
$5.01M +$5.01M +18,090 New
MCM
153
Mitchell Capital Management
Kansas
$5.01M +$5.01M +18,083 New
FMI
154
F/M Investments
District of Columbia
$4.86M -$16.1M -58,197 -77%
AB
155
Amalgamated Bank
New York
$4.76M -$82.6K -298 -2%
ACM
156
Advisors Capital Management
New Jersey
$4.75M +$246K +888 +5%
Citigroup
157
Citigroup
New York
$4.72M +$1.87M +6,732 +65%
MCM
158
Monument Capital Management
Virginia
$4.64M -$111K -402 -2%
ASN
159
Advisory Services Network
Georgia
$4.63M +$982K +3,543 +27%
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$4.62M – – –
EI
161
EAM Investors
California
$4.62M -$106K -382 -2%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$4.62M +$36.3K +131 +0.8%
LCM
163
Legato Capital Management
California
$4.62M +$263K +948 +6%
Deutsche Bank
164
Deutsche Bank
Germany
$4.6M +$2.38M +8,597 +108%
CC
165
Centiva Capital
New York
$4.49M +$2.53M +9,110 +128%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$4.46M -$511K -1,845 -10%
EAM
167
EFG Asset Management
Oregon
$4.29M +$1.23M +4,425 +40%
Comerica Bank
168
Comerica Bank
Texas
$4.25M -$18.6K -67 -0.4%
LCG
169
Lisanti Capital Growth
New York
$4.22M +$1.79M +6,455 +74%
Mariner
170
Mariner
Kansas
$4.2M +$128K +463 +3%
PIM
171
Peregrine Investment Management
Ontario, Canada
$4.18M +$4.18M +15,080 New
HA
172
Harbor Advisors
Florida
$4.16M – – –
TIG
173
Tribune Investment Group
New York
$4.16M +$4.16M +15,000 New
Credit Agricole
174
Credit Agricole
France
$4.14M +$1.39M +5,007 +50%
CWM
175
Centric Wealth Management
Illinois
$4.12M -$54.6K -197 -1%
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