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EVR - Evercore Inc Stock Price, Fair Value and News
183.04
USD
-3.55
(-1.90%)
Delayed
as of 25 Apr 2024, 03:07 pm ET
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Funds-Owners-Holders
Which funds bought or sold EVR recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-23
WEDGE CAPITAL MANAGEMENT L L P/NC
REDUCED
Premium
Premium
Premium
Premium
36,882
2024-04-23
DUNCKER STREETT & CO INC
UNCHANGED
Premium
Premium
Premium
Premium
82.00
2024-04-23
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
ADDED
Premium
Premium
Premium
Premium
6,831
2024-04-23
RATIONAL ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Louisiana State Employees Retirement System
ADDED
Premium
Premium
Premium
Premium
10,000
2024-04-23
Venturi Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
62.00
2024-04-23
BFSG, LLC
UNCHANGED
Premium
Premium
Premium
Premium
32.00
2024-04-23
Global Retirement Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
525
2024-04-23
WETZEL INVESTMENT ADVISORS, INC.
ADDED
Premium
Premium
Premium
Premium
63.00
2024-04-23
FIFTH THIRD BANCORP
REDUCED
Premium
Premium
Premium
Premium
7,115
2024-04-23
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
UNCHANGED
Premium
Premium
Premium
Premium
7,300
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
23,700
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
71,498
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
9,673
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
19,553
2024-04-22
Boston Trust Walden Corp
REDUCED
Premium
Premium
Premium
Premium
299,998
2024-04-19
State of Alaska, Department of Revenue
UNCHANGED
Premium
Premium
Premium
Premium
35,055
2024-04-19
Tradewinds Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
55.00
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
1,682
2024-04-19
Valeo Financial Advisors, LLC
NEW
Premium
Premium
Premium
Premium
1,620
2024-04-19
Monument Capital Management
REDUCED
Premium
Premium
Premium
Premium
17,444
2024-04-19
Maryland State Retirement & Pension System
UNCHANGED
Premium
Premium
Premium
Premium
2,716
2024-04-19
Legacy Wealth Asset Management, LLC
REDUCED
Premium
Premium
Premium
Premium
5,161
2024-04-19
Riverwater Partners LLC
ADDED
Premium
Premium
Premium
Premium
8,478
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
6,760
Rows per page:
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1–25 of 510
Which funds are the top buyers of EVR?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
3,694,900
632,013,000
0.01%
BlackRock Inc.
3,191,340
545,879,000
0.01%
Boston Partners
1,658,490
283,991,000
0.38%
MILLENNIUM MANAGEMENT LLC
1,327,250
227,026,000
0.10%
JPMORGAN CHASE & CO
1,291,570
220,923,000
0.02%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
1,058,520
181,061,000
0.06%
STATE STREET CORP
1,056,240
180,670,000
0.01%
DIMENSIONAL FUND ADVISORS LP
858,837
146,910,000
0.04%
Invesco Ltd.
785,579
134,373,000
0.03%
FULLER & THALER ASSET MANAGEMENT, INC.
718,684
122,931,000
0.62%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in EVR?
Fund Name
$ Value
% Port.
BERNZOTT CAPITAL ADVISORS
8,410,750
3.28%
Nitorum Capital, L.P.
26,574,300
2.84%
Paralel Advisors LLC
51,315,000
2.63%
Hillcrest Asset Management LLC
15,235,000
2.18%
Channing Capital Management, LLC
71,425,500
2.11%
Moody Aldrich Partners LLC
11,499,400
2.07%
Pier Capital, LLC
12,901,100
1.84%
CCM INVESTMENT ADVISERS LLC
14,972,800
1.84%
Nicholas Investment Partners, LP
14,802,000
1.73%
QSV Equity Investors LLC
1,679,540
1.63%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold EVR
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
67,229,500
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
56,250,000
Point72 Asset Management, L.P.
18,080,000
NEUBERGER BERMAN GROUP LLC
14,822,000
CRAMER ROSENTHAL MCGLYNN LLC
13,589,400
Global Alpha Capital Management Ltd.
11,340,600
EAM Global Investors LLC
3,620,270
EAM Investors, LLC
3,614,970
Additions
Fund Name
% Increased
IFP Advisors, Inc
700
Tower Research Capital LLC (TRC)
349
AdvisorNet Financial, Inc
250
Walleye Capital LLC
195
Balyasny Asset Management L.P.
175
COMMERCE BANK
167
ASSETMARK, INC
156
AlphaCrest Capital Management LLC
114
Reductions
Fund Name
% Reduced
Qube Research & Technologies Ltd
-88.95
Janney Montgomery Scott LLC
-87.63
FIRST QUADRANT LLC/CA
-86.02
WELD CAPITAL MANAGEMENT LLC
-84.36
TUCKER ASSET MANAGEMENT LLC
-80.00
APG Asset Management N.V.
-78.12
AVIVA PLC
-76.51
BESSEMER GROUP INC
-76.27
Sold off
Fund Name
$ Sold
Alyeska Investment Group, L.P.
-16,578,300
Genus Capital Management Inc.
-3,455,270
HUSSMAN STRATEGIC ADVISORS, INC.
-2,895,480
RATIONAL ADVISORS LLC
-2,270,690
Ergoteles LLC
-1,820,110
Redwood Investment Management, LLC
-1,582,000
Toroso Investments, LLC
-1,355,500
ExodusPoint Capital Management, LP
-1,287,000