EVR icon

Evercore
EVR

Overview Fund Activity

582 hedge funds and large institutions have $9.23B invested in Evercore in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 189 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+73
Holders Change %
+14.34%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
115
Increased
189
Reduced
198
Closed
35
Calls
$15.3M
Puts
$11.4M
Net Calls
+$3.89M
Net Calls Change
+$3.93M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$89.6M
3
SIMG
Stephens Investment Management Group
Texas
$56.2M
4
Invesco
Invesco
Georgia
$395M
5
UBS Group
UBS Group
Switzerland
$50.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
Millennium Management
New York
$18.4M
3
EIP
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$4.08M -$7.92M -28,566 -66%
BMSSC
177
B. Metzler seel. Sohn & Co
Germany
$4.07M – – –
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$3.98M -$112K -405 -3%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$3.95M +$1.13M +4,087 +40%
QT
180
Quantbot Technologies
New York
$3.77M +$3.77M +13,588 New
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$3.74M +$299K +1,079 +9%
TCG
182
Tremblant Capital Group
Florida
$3.67M +$479K +1,728 +15%
PFSRSONJ
183
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.61M +$3.61M +13,033 New
BCC
184
Bridge City Capital
Oregon
$3.61M +$31.6K +114 +0.9%
YCM
185
Yousif Capital Management
Michigan
$3.6M -$162K -585 -4%
CCA
186
Catalyst Capital Advisors
New York
$3.56M +$69.3K +250 +2%
SDIC
187
South Dakota Investment Council
South Dakota
$3.55M – – –
US Bancorp
188
US Bancorp
Minnesota
$3.54M +$505K +1,821 +17%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$3.41M +$455K +1,643 +15%
State of New Jersey Common Pension Fund D
190
State of New Jersey Common Pension Fund D
New Jersey
$3.35M – – –
BCI
191
Brinker Capital Investments
Pennsylvania
$3.34M +$54.3K +196 +2%
OPS
192
Orion Portfolio Solutions
Nebraska
$3.34M +$54.3K +196 +2%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$3.33M -$53.2K -192 -2%
SA
194
SRH Advisors
Kansas
$3.3M – – –
HW
195
Hancock Whitney
Mississippi
$3.09M -$560K -2,019 -15%
DA
196
Denali Advisors
California
$3.07M +$3.07M +11,074 New
FCM
197
FJ Capital Management
Virginia
$3.03M +$3.03M +10,928 New
Verition Fund Management
198
Verition Fund Management
Connecticut
$3.02M +$1.87M +6,746 +162%
EIM
199
Essex Investment Management
Massachusetts
$2.97M -$467K -1,686 -14%
IC
200
IEQ Capital
California
$2.97M +$2.53M +9,143 +584%
6 7
8
9 10