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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 %
ASRS
201
Arizona State Retirement System
Arizona
$2.93M +$9.15K +33 +0.3%
USCWA
202
U.S. Capital Wealth Advisors
Texas
$2.79M +$2.79M +10,068 New
PGCM
203
Prescott Group Capital Management
Oklahoma
$2.76M – – –
Mitsubishi UFJ Trust & Banking
204
Mitsubishi UFJ Trust & Banking
Japan
$2.72M -$1.61M -5,818 -37%
LSERS
205
Louisiana State Employees Retirement System
Louisiana
$2.72M -$27.7K -100 -1%
SPIA
206
Steward Partners Investment Advisory
New York
$2.69M +$2.67M +9,650 +14,621%
Truist Financial
207
Truist Financial
North Carolina
$2.68M +$256K +923 +11%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$2.66M +$478K +1,724 +22%
CNAM
209
Campbell Newman Asset Management
Wisconsin
$2.65M -$14.4K -52 -0.5%
GDP
210
Great Diamond Partners
Maine
$2.62M -$3.88K -14 -0.1%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$2.59M -$471K -1,700 -15%
ERIC
212
Eagle Rock Investment Company
Georgia
$2.57M – – –
VI
213
Vestcor Inc
New Brunswick, Canada
$2.57M +$829K +2,991 +48%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$2.56M +$380K +1,371 +17%
Corient Private Wealth
215
Corient Private Wealth
Florida
$2.49M +$16.1K +58 +0.7%
QC
216
Quadrature Capital
United Kingdom
$2.49M +$1.73M +6,223 +227%
AAM
217
Advisors Asset Management
Colorado
$2.41M -$1.22M -4,410 -34%
AI
218
Atria Investments
North Carolina
$2.41M -$33.5K -121 -1%
VPIM
219
Vanguard Personalized Indexing Management
California
$2.4M +$61.5K +222 +3%
SA
220
Shilanski & Associates
Alaska
$2.34M -$82.3K -297 -3%
CPC
221
Consolidated Planning Corp
Georgia
$2.34M +$748K +2,697 +47%
SOMRS
222
State of Michigan Retirement System
Michigan
$2.33M -$27.7K -100 -1%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$2.29M +$37.7K +136 +2%
SIG
224
Sargent Investment Group
Maryland
$2.23M +$2.23M +8,549 New
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$2.22M +$785K +2,832 +55%
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