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Evercore
EVR

Overview Fund Activity

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCC
176
Bridge City Capital
Oregon
$2.3M +$4.59K +22 +0.2%
EI
177
EAM Investors
California
$2.27M -$2.2M -10,573 -49%
TCG
178
Tremblant Capital Group
Florida
$2.22M +$768K +3,683 +53%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$2.16M -$1.11M -5,373 -34%
ASRS
180
Arizona State Retirement System
Arizona
$2.14M +$93.8K +450 +5%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$2.14M +$126K +605 +6%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$2.08M – – –
CNAM
183
Campbell Newman Asset Management
Wisconsin
$2.03M -$9.17K -44 -0.4%
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
$1.97M +$1.97M +9,458 New
ERIC
185
Eagle Rock Investment Company
Georgia
$1.93M -$1.25K -6 -0.1%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$1.91M +$211K +998 +12%
Corient Private Wealth
187
Corient Private Wealth
Florida
$1.89M +$174K +837 +10%
EP
188
Edgestream Partners
New Jersey
$1.83M -$2.92M -14,015 -61%
Truist Financial
189
Truist Financial
North Carolina
$1.83M +$96.9K +465 +6%
LPL Financial
190
LPL Financial
California
$1.78M +$28.6K +137 +2%
SOMRS
191
State of Michigan Retirement System
Michigan
$1.77M – – –
SA
192
Shilanski & Associates
Alaska
$1.75M -$8.34K -40 -0.5%
RP
193
Riverwater Partners
Wisconsin
$1.75M -$18.6K -89 -1%
DIA
194
Dana Investment Advisors
Wisconsin
$1.71M +$3.54K +17 +0.2%
QEI
195
QSV Equity Investors
Illinois
$1.67M -$9.59K -46 -0.6%
SGI
196
Summit Global Investments
Utah
$1.66M +$1.66M +7,944 New
VPIM
197
Vanguard Personalized Indexing Management
California
$1.65M +$267K +1,280 +19%
NMIMC
198
Northwestern Mutual Investment Management Company
Wisconsin
$1.65M +$37.3K +179 +2%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.64M +$39K +187 +2%
WA
200
Wambolt & Associates
Colorado
$1.63M +$65K +308 +4%
6 7
8
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