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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.

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
1
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
4
Invesco
Georgia
$326M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$99M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.9M
5
Primecap Management
5
Primecap Management
California
$88.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$973M 3,842,460 +122,017 +3%
BlackRock
2
BlackRock
New York
$887M 3,500,581 -2,778 -0.1%
Boston Partners
3
Boston Partners
Massachusetts
$377M 1,484,167 -190,895 -11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$347M 1,368,129 +579,924 +74%
Invesco
5
Invesco
Georgia
$326M 1,286,322 +216,847 +20%
State Street
6
State Street
Massachusetts
$278M 1,099,160 +10,629 +1%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$269M 1,057,730 +27,249 +3%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$234M 922,978 +284,336 +45%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$230M 907,767 -133,013 -13%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$203M 802,912 -145,980 -15%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$186M 733,004 -12,231 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$182M 718,208 +34,343 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$150M 591,874 -206,077 -26%
Morgan Stanley
14
Morgan Stanley
New York
$137M 539,992 -11,549 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$114M 451,822 +378,999 +520%
BG
16
Bahl & Gaynor
Ohio
$110M 435,921 +9,669 +2%
Millennium Management
17
Millennium Management
New York
$99M 390,758 -274,814 -41%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$95.3M 376,032 -35,966 -9%
Charles Schwab
19
Charles Schwab
California
$92.7M 366,028 +97,268 +36%
Primecap Management
20
Primecap Management
California
$88.8M 350,520 -254,030 -42%
Fisher Asset Management
21
Fisher Asset Management
Washington
$81.1M 320,228 +18,375 +6%
PA
22
Paralel Advisors
Colorado
$76M 300,000 – –
EIP
23
Epoch Investment Partners
New York
$68.6M 270,965 +9,116 +3%
CCM
24
Channing Capital Management
Illinois
$68.6M 270,647 -155,193 -36%
Northern Trust
25
Northern Trust
Illinois
$68M 268,352 -13,622 -5%
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