EVR icon

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.

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
1
Fidelity Investments
Massachusetts
$287M
2
Norges Bank
2
Norges Bank
Norway
$133M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$89.6M
4
Raymond James Financial
4
Raymond James Financial
Florida
$56.9M
5
SIMG
5
Stephens Investment Management Group
Texas
$56.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$237M
2
Millennium Management
2
Millennium Management
New York
$18.4M
3
EIP
3
Epoch Investment Partners
New York
$16.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B 3,836,676 -5,784 -0.2%
BlackRock
2
BlackRock
New York
$990M 3,573,149 +72,568 +2%
Boston Partners
3
Boston Partners
Massachusetts
$406M 1,465,132 -19,035 -1%
Invesco
4
Invesco
Georgia
$395M 1,423,753 +137,431 +11%
State Street
5
State Street
Massachusetts
$312M 1,124,459 +25,299 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$287M 1,034,214 +582,392 +129%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$265M 956,327 -101,403 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$237M 855,517 -512,612 -37%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$215M 774,470 -133,297 -15%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$209M 755,018 -167,960 -18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$206M 744,232 +26,024 +4%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$192M 692,503 -40,501 -6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$172M 619,551 -183,361 -23%
Morgan Stanley
14
Morgan Stanley
New York
$144M 518,818 -21,174 -4%
Norges Bank
15
Norges Bank
Norway
$133M 480,743 +480,743 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$132M 475,998 -115,876 -20%
BG
17
Bahl & Gaynor
Ohio
$124M 448,718 +12,797 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$102M 369,247 -6,785 -2%
Charles Schwab
19
Charles Schwab
California
$99.4M 358,540 -7,488 -2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$89.6M 323,324 +300,032 +1,288%
Fisher Asset Management
21
Fisher Asset Management
Washington
$88.5M 319,267 -961 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$84.6M 305,131 +86,346 +39%
Primecap Management
23
Primecap Management
California
$83.9M 302,670 -47,850 -14%
Northern Trust
24
Northern Trust
Illinois
$83.6M 301,514 +33,162 +12%
PA
25
Paralel Advisors
Colorado
$83.2M 300,000 – –
1
2 3 4 5