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Evercore
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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.

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
1
TD Asset Management
Ontario, Canada
$155M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$71.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$89M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$56.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$58M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$204M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$702M 3,645,759 -49,145 -1%
BlackRock
2
BlackRock
New York
$667M 3,464,704 +273,364 +9%
Boston Partners
3
Boston Partners
Massachusetts
$329M 1,709,516 +51,028 +3%
State Street
4
State Street
Massachusetts
$210M 1,092,179 +35,939 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$204M 1,057,611 -233,961 -18%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$202M 1,051,361 -7,164 -0.7%
Invesco
7
Invesco
Georgia
$178M 924,774 +139,195 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$160M 832,632 -26,205 -3%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$155M 807,098 +706,913 +706%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$144M 745,816 +27,132 +4%
Millennium Management
11
Millennium Management
New York
$144M 745,212 -582,039 -44%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$122M 635,568 +35,606 +6%
Primecap Management
13
Primecap Management
California
$115M 596,450 -60,430 -9%
Morgan Stanley
14
Morgan Stanley
New York
$114M 592,294 -726,990 -55%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$89M 462,000 +295,755 +178%
CCM
16
Channing Capital Management
Illinois
$83.7M 434,429 +16,858 +4%
BG
17
Bahl & Gaynor
Ohio
$81.8M 424,864 -16,434 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$81.5M 423,397 -56,247 -12%
Norges Bank
19
Norges Bank
Norway
$78.9M 409,669 +16,629 +4%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$71.7M 372,416 +365,963 +5,671%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$69M 358,295 +15,112 +4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$59.3M 307,749 +2,185 +0.7%
American Century Companies
23
American Century Companies
Missouri
$58M 300,928 -241,339 -45%
PA
24
Paralel Advisors
Colorado
$57.8M 300,000 – –
BTW
25
Boston Trust Walden
Massachusetts
$57.8M 299,998 -2,238 -0.7%
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