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

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJ
201
Caitlin John
Michigan
$1.58M -$391K -1,874 -20%
AIP
202
Ameritas Investment Partners
Nebraska
$1.57M -$24.2K -116 -2%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$1.55M +$40.6K +195 +3%
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$1.53M -$261K -1,251 -15%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$1.53M -$45K -216 -3%
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$1.52M – – –
WTA
207
Washington Trust Advisors
Massachusetts
$1.51M -$20.8K -100 -1%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$1.49M +$6.04K +29 +0.4%
PGCM
209
Prescott Group Capital Management
Oklahoma
$1.45M +$1.45M +6,940 New
Handelsbanken Fonder
210
Handelsbanken Fonder
Sweden
$1.45M – – –
NFG
211
Nations Financial Group
Iowa
$1.43M +$2.29K +11 +0.2%
JIR
212
James Investment Research
Ohio
$1.41M -$625 -3 -0%
HWM
213
Hohimer Wealth Management
Washington
$1.41M -$23.8K -114 -2%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$1.4M -$175K -842 -11%
FM
215
Foster & Motley
Ohio
$1.35M -$19.2K -92 -1%
Citigroup
216
Citigroup
New York
$1.33M +$362K +1,738 +37%
DCM
217
DGS Capital Management
New Jersey
$1.32M +$17.3K +83 +1%
RCM
218
Radnor Capital Management
Pennsylvania
$1.31M +$54.2K +260 +4%
AI
219
Atria Investments
North Carolina
$1.3M -$31.5K -151 -2%
FHB
220
First Hawaiian Bank
Hawaii
$1.29M +$71.7K +344 +6%
Asset Management One
221
Asset Management One
Japan
$1.26M +$447K +2,143 +55%
CB
222
Cadence Bank
Mississippi
$1.26M – – –
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$1.24M -$2.08K -10 -0.2%
SPFA
224
Summit Place Financial Advisors
New Jersey
$1.22M +$160K +767 +15%
DAM
225
Deltec Asset Management
New York
$1.2M – – –
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9
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