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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.

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
1
Citadel Advisors
Florida
$79.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$133M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$215M
5
Invesco
5
Invesco
Georgia
$223M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
American Century Companies
3
American Century Companies
Missouri
$33.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$775M 3,720,443 +74,684 +2%
BlackRock
2
BlackRock
New York
$730M 3,503,359 +38,655 +1%
Boston Partners
3
Boston Partners
Massachusetts
$350M 1,675,062 -34,454 -2%
State Street
4
State Street
Massachusetts
$227M 1,088,531 -3,648 -0.3%
Invesco
5
Invesco
Georgia
$223M 1,069,475 +144,701 +16%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$217M 1,040,780 -10,581 -1%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$215M 1,030,481 +223,383 +28%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$198M 948,892 -108,719 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$166M 797,951 -34,681 -4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$164M 788,205 +326,205 +71%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$155M 745,235 -581 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$143M 683,865 +48,297 +8%
Millennium Management
13
Millennium Management
New York
$139M 665,572 -79,640 -11%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$133M 638,642 +266,226 +71%
Primecap Management
15
Primecap Management
California
$126M 604,550 +8,100 +1%
Morgan Stanley
16
Morgan Stanley
New York
$115M 551,541 -40,753 -7%
BG
17
Bahl & Gaynor
Ohio
$88.8M 426,252 +1,388 +0.3%
CCM
18
Channing Capital Management
Illinois
$88.8M 425,840 -8,589 -2%
Norges Bank
19
Norges Bank
Norway
$88.4M 424,163 +14,494 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$85.9M 411,998 -11,399 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$79.2M 380,145 +368,806 +3,253%
VNIM
22
Vaughan Nelson Investment Management
Texas
$72.2M 346,470 +54,400 +19%
Fisher Asset Management
23
Fisher Asset Management
Washington
$62.9M 301,853 -5,896 -2%
PA
24
Paralel Advisors
Colorado
$62.5M 300,000 – –
BTW
25
Boston Trust Walden
Massachusetts
$62.5M 299,790 -208 -0.1%
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