Evercore
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
4% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 165
3.18% less ownership
Funds ownership: 90.18% → 87% (-3.2%)
15% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $12.1M
Holders
471
Holding in Top 10
5
Calls
$10.2M
Puts
$12.1M
Top Buyers
| 1 | +$136M | |
| 2 | +$70.5M | |
| 3 | +$57M | |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$56.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
Top Sellers
| 1 | -$140M | |
| 2 | -$112M | |
| 3 | -$62.6M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$46.5M |
| 5 |
JP Morgan Chase
New York
|
-$45.1M |