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Evercore

470 hedge funds and large institutions have $7.04B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 182 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 473470 (-3)

15% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 182

Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.5M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$71.8M
2 +$63.5M
3 +$51.8M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$43.5M
5
Invesco
Invesco
Georgia
+$28.2M

Top Sellers

1 -$32.8M
2 -$30.5M
3 -$27.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$22.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$2.27M
177
$2.22M
178
$2.16M
179
$2.14M
180
$2.14M
181
$2.08M
182
$2.03M
183
$1.97M
184
$1.93M
185
$1.91M
186
$1.89M
187
$1.83M
188
$1.83M
189
$1.78M
190
$1.77M
191
$1.75M
192
$1.75M
193
$1.71M
194
$1.67M
195
$1.66M
196
$1.65M
197
$1.65M
198
$1.64M
199
$1.63M
200
$1.58M