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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 %
EIM
176
Essex Investment Management
Massachusetts
$2.46M -$943K -4,897 -28%
Stifel Financial
177
Stifel Financial
Missouri
$2.42M +$1.03M +5,351 +74%
ASN
178
Advisory Services Network
Georgia
$2.39M +$102K +530 +4%
QCM
179
Quantinno Capital Management
New York
$2.38M +$172K +893 +8%
SA
180
SRH Advisors
Kansas
$2.29M – – –
SG Americas Securities
181
SG Americas Securities
New York
$2.29M +$1.58M +8,199 +224%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M – – –
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$2.19M +$807K +4,188 +58%
Citadel Advisors
184
Citadel Advisors
Florida
$2.18M +$2.18M +11,339 New
ACM
185
Aquatic Capital Management
Illinois
$2.16M +$2.16M +11,200 New
EAM
186
EFG Asset Management
Oregon
$2.13M -$151K -784 -7%
BCC
187
Bridge City Capital
Oregon
$2.12M +$16.6K +86 +0.8%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$2.05M +$138K +714 +7%
LSERS
189
Louisiana State Employees Retirement System
Louisiana
$1.93M +$57.8K +300 +3%
ASRS
190
Arizona State Retirement System
Arizona
$1.89M -$43.5K -226 -2%
CNAM
191
Campbell Newman Asset Management
Wisconsin
$1.89M +$43.9K +228 +2%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$1.86M +$828K +4,299 +80%
CJ
193
Caitlin John
Michigan
$1.82M +$38.7K +201 +2%
DTL
194
Dynamic Technology Lab
Singapore
$1.81M +$1.81M +9,404 New
Osaic Holdings
195
Osaic Holdings
Arizona
$1.79M -$4.01M -20,826 -69%
ERIC
196
Eagle Rock Investment Company
Georgia
$1.79M – – –
Deutsche Bank
197
Deutsche Bank
Germany
$1.69M +$5.59K +29 +0.3%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$1.66M -$231K -1,200 -12%
I
199
InceptionR
California
$1.66M +$1.08M +5,604 +187%
SOMRS
200
State of Michigan Retirement System
Michigan
$1.64M +$38.5K +200 +2%
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8
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