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Evercore
EVR

Overview Fund Activity

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
Invesco
Georgia
$326M
5
Vanguard Group
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$2.75M – – –
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$2.7M +$1.27M +5,006 +89%
ASRS
178
Arizona State Retirement System
Arizona
$2.67M +$63.6K +251 +2%
Citigroup
179
Citigroup
New York
$2.61M +$997K +3,937 +62%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$2.61M +$1.54M +6,098 +145%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$2.58M -$20.5K -81 -0.8%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$2.56M +$283K +1,129 +12%
PGCM
183
Prescott Group Capital Management
Oklahoma
$2.52M +$760K +3,000 +43%
Credit Agricole
184
Credit Agricole
France
$2.52M +$2.52M +9,939 New
LSERS
185
Louisiana State Employees Retirement System
Louisiana
$2.51M -$25.3K -100 -1%
CNAM
186
Campbell Newman Asset Management
Wisconsin
$2.43M -$39.5K -156 -2%
GDP
187
Great Diamond Partners
Maine
$2.4M +$1.57M +6,198 +190%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$2.39M +$1.45M +5,735 +156%
Jane Street
189
Jane Street
New York
$2.35M -$14.9M -58,847 -86%
ERIC
190
Eagle Rock Investment Company
Georgia
$2.35M – – –
Corient Private Wealth
191
Corient Private Wealth
Florida
$2.26M -$35K -138 -2%
AI
192
Atria Investments
North Carolina
$2.24M +$653K +2,576 +41%
LCG
193
Lisanti Capital Growth
New York
$2.22M +$2.22M +8,765 New
SA
194
Shilanski & Associates
Alaska
$2.22M +$89.7K +354 +4%
CM
195
Caption Management
Oklahoma
$2.22M +$2.22M +8,751 New
Truist Financial
196
Truist Financial
North Carolina
$2.22M -$3.8K -15 -0.2%
SOMRS
197
State of Michigan Retirement System
Michigan
$2.15M – – –
VPIM
198
Vanguard Personalized Indexing Management
California
$2.14M +$129K +508 +6%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$2.13M +$146K +538 +7%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M +$683K +2,699 +48%
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