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Evercore

470 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, 182 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 471470 (-1)

15% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 182

Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.5M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$76.9M
2 +$68M
3 +$55.5M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$46.6M
5
Invesco
Invesco
Georgia
+$30.2M

Top Sellers

1 -$32.8M
2 -$30.5M
3 -$29.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$24.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.58M
202
$1.57M
203
$1.55M
204
$1.53M
205
$1.53M
206
$1.52M
207
$1.51M
208
$1.49M
209
$1.45M
210
$1.45M
211
$1.43M
212
$1.41M
213
$1.41M
214
$1.4M
215
$1.35M
216
$1.33M
217
$1.32M
218
$1.31M
219
$1.3M
220
$1.29M
221
$1.26M
222
$1.26M
223
$1.24M
224
$1.22M
225
$1.2M