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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 %
RP
201
Riverwater Partners
Wisconsin
$1.63M +$16.2K +84 +1%
SA
202
Shilanski & Associates
Alaska
$1.63M +$1.63M +8,440 New
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$1.62M +$1.17M +6,099 +262%
LPL Financial
204
LPL Financial
California
$1.62M +$831K +4,315 +106%
Truist Financial
205
Truist Financial
North Carolina
$1.6M -$210K -1,091 -12%
Corient Private Wealth
206
Corient Private Wealth
Florida
$1.58M -$357K -1,854 -18%
DIA
207
Dana Investment Advisors
Wisconsin
$1.58M -$197K -1,023 -11%
TWC
208
TD Waterhouse Canada
Ontario, Canada
$1.55M +$1.55M +8,055 New
QEI
209
QSV Equity Investors
Illinois
$1.55M -$342K -1,774 -18%
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M +$3.66K +19 +0.2%
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$3.66K +19 +0.2%
AIP
212
Ameritas Investment Partners
Nebraska
$1.47M – – –
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$1.45M -$141K -734 -9%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$1.45M +$253K +1,312 +21%
WTA
215
Washington Trust Advisors
Massachusetts
$1.41M -$173K -900 -11%
NMERB
216
New Mexico Educational Retirement Board
New Mexico
$1.41M – – –
WA
217
Wambolt & Associates
Colorado
$1.41M +$248K +1,313 +21%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$1.4M -$86.5K -449 -6%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$1.37M -$1.35K -7 -0.1%
TCG
220
Tremblant Capital Group
Florida
$1.34M +$648K +3,366 +93%
Handelsbanken Fonder
221
Handelsbanken Fonder
Sweden
$1.34M +$327K +1,700 +32%
HWM
222
Hohimer Wealth Management
Washington
$1.32M +$4.82K +25 +0.4%
NFG
223
Nations Financial Group
Iowa
$1.32M +$200K +1,036 +18%
JIR
224
James Investment Research
Ohio
$1.31M +$578 +3 +0%
VPIM
225
Vanguard Personalized Indexing Management
California
$1.28M -$204K -1,058 -14%
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