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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 %
DIA
201
Dana Investment Advisors
Wisconsin
$2.08M -$7.35K -29 -0.4%
First Trust Advisors
202
First Trust Advisors
Illinois
$2.06M -$2.23M -8,807 -52%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$2.06M -$10.9M -43,062 -84%
Amundi
204
Amundi
France
$2.05M +$2.05M +8,226 New
QEI
205
QSV Equity Investors
Illinois
$2.03M – – –
Deutsche Bank
206
Deutsche Bank
Germany
$2.02M -$1.98M -7,808 -49%
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$2M +$253 +1 +0%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$1.99M +$105K +414 +6%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.99M +$1.27K +5 +0.1%
CJ
210
Caitlin John
Michigan
$1.96M -$329K -1,090 -14%
WA
211
Wambolt & Associates
Colorado
$1.95M +$5.02K +20 +0.3%
AIP
212
Ameritas Investment Partners
Nebraska
$1.85M -$56.5K -223 -3%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$1.85M – – –
HSBC Holdings
214
HSBC Holdings
United Kingdom
$1.84M -$805K -3,184 -30%
WTA
215
Washington Trust Advisors
Massachusetts
$1.84M – – –
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$1.83M -$29.4K -116 -2%
NFG
217
Nations Financial Group
Iowa
$1.81M +$79.5K +314 +5%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$1.81M +$1.77K +7 +0.1%
CC
219
Centiva Capital
New York
$1.8M +$1.8M +7,092 New
CCIA
220
Campbell & Co Investment Adviser
Maryland
$1.8M +$1.8M +7,089 New
VNA
221
Valley National Advisers
Pennsylvania
$1.73M -$1.42M -5,626 -45%
JIR
222
James Investment Research
Ohio
$1.72M – – –
DCM
223
DGS Capital Management
New Jersey
$1.62M +$20K +79 +1%
RCM
224
Radnor Capital Management
Pennsylvania
$1.59M -$5.07K -20 -0.3%
VI
225
Vestcor Inc
New Brunswick, Canada
$1.59M +$252K +995 +19%
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