Evercore Partners Inc (EVR) Ownership

183.65 ↓2.94 (-1.58%)
As of April 25, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Evercore Partners Inc (EVR), owning a total of 3.7 million shares. Combined, the top 32 institutional holders of EVR own 66.19% of the company with a total of 25.5 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of EVR by 302 thousand shares. 10 institutions bought 943,310 total additional shares and increased their ownership by an average of 25.71%. However 9 institutions sold 641,382 total shares and decreased their ownership by an average of 8.9%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Evercore Partners increased by a net total of 301,928 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.553%-3.158%3,694,904-120,4952023-12-31
BlackRock Inc8.251%0.720%3,191,34022,8202023-12-31
Boston Partners Global Investors, Inc4.288%11.076%1,658,488165,3752023-12-31
Millennium Management LLC3.431%28.168%1,327,251291,6982023-12-31
JPMorgan Chase & Co3.339%-6.761%1,291,572-93,6532023-12-31
Massachusetts Financial Services Company2.737%-1.157%1,058,525-12,3902023-12-31
State Street Corporation2.731%1.117%1,056,24011,6632023-12-31
Dimensional Fund Advisors, Inc.2.220%-4.402%858,837-39,5452023-12-31
Amvescap Plc.2.031%19.533%785,579128,3722023-12-31
Fuller & Thaler Asset Management Inc1.858%-0.537%718,684-3,8792023-12-31
Morgan Stanley - Brokerage Accounts1.705%-5.746%659,642-40,2142023-12-31
PRIMECAP Management Company1.698%0.000%656,88002023-12-31
Geode Capital Management, LLC1.551%2.275%599,96213,3432023-12-31
American Century Companies Inc1.402%7.591%542,26738,2592023-12-31
Bank of New York Mellon Corp1.240%-5.591%479,644-28,4042023-12-31
Bahl & Gaynor Inc.1.141%-15.171%441,298-78,9242023-12-31
Channing Capital Management, LLC1.080%0.034%417,5711432023-12-31
NORGES BANK1.016%10.755%393,04038,1652023-12-31
Hotchkis & Wiley Capital Management LLC0.960%-37.603%371,495-223,8782023-12-31
Balyasny Asset Management LLC0.947%175.864%366,229233,4722023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.553%-3.158%3,694,904-120,4952023-12-31
BlackRock Inc8.251%0.720%3,191,34022,8202023-12-31
Boston Partners Global Investors, Inc4.288%11.076%1,658,488165,3752023-12-31
Millennium Management LLC3.431%28.168%1,327,251291,6982023-12-31
JPMorgan Chase & Co3.339%-6.761%1,291,572-93,6532023-12-31
Massachusetts Financial Services Company2.737%-1.157%1,058,525-12,3902023-12-31
State Street Corporation2.731%1.117%1,056,24011,6632023-12-31
Dimensional Fund Advisors, Inc.2.220%-4.402%858,837-39,5452023-12-31
Charles Schwab Investment Management Inc2.070%1.768%793,75813,7932022-12-31
Amvescap Plc.2.031%19.533%785,579128,3722023-12-31
Fuller & Thaler Asset Management Inc1.858%-0.537%718,684-3,8792023-12-31
Morgan Stanley - Brokerage Accounts1.705%-5.746%659,642-40,2142023-12-31
PRIMECAP Management Company1.698%0.000%656,88002023-12-31
Geode Capital Management, LLC1.551%2.275%599,96213,3432023-12-31
American Century Companies Inc1.402%7.591%542,26738,2592023-12-31
Goldman Sachs Group Inc1.412%-27.403%541,558-204,4232022-12-31
Bank of New York Mellon Corp1.240%-5.591%479,644-28,4042023-12-31
Bahl & Gaynor Inc.1.141%-15.171%441,298-78,9242023-12-31
Channing Capital Management, LLC1.080%0.034%417,5711432023-12-31
Jacobs Levy Equity Management, Inc.1.087%-17.556%409,410-87,1822023-06-30
NORGES BANK1.016%10.755%393,04038,1652023-12-31
Renaissance Technologies Corp0.994%-17.732%386,000-83,2002022-09-30
Hotchkis & Wiley Capital Management LLC0.960%-37.603%371,495-223,8782023-12-31
Citadel Advisors Llc0.952%-26.508%369,527-133,2832022-06-30
Copeland Capital Management, LLC0.946%1.431%367,2985,1832022-09-30
Balyasny Asset Management LLC0.947%175.864%366,229233,4722023-12-31
AQR Capital Management LLC0.937%20.126%363,79660,9512022-09-30
Fisher Asset Management, LLC0.959%-5.544%361,266-21,2032023-09-30
First Trust Advisors L.P.0.927%-10.783%351,327-42,4632023-03-31
Franklin Resources Inc0.912%4.817%343,72815,7972023-06-30
Schroder Investment Management Group0.911%26.389%343,24571,6662023-09-30
Scout Investment Advisors Inc0.905%47.888%341,068110,4422023-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Evercore Partners Inc (EVR), owning a total of 1.1 million shares. Combined, the top 29 mutual fund holders of EVR own 42.33% of the company with a total of 16.3 million shares.

In the latest ownership report on February 29th 2024, the top 29 fund holders increased their combined ownership of EVR by 10 thousand shares. 4 funds bought 15,237 total additional shares and increased their ownership by an average of 0.60%. However 2 funds sold 5,313 total shares and decreased their ownership by an average of 0.25%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Evercore Partners increased by a net total of 9,924 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.765%-0.209%1,069,643-2,2442024-02-29
iShares Core S&P Mid-Cap ETF2.728%-0.290%1,055,100-3,0692024-02-29
Vanguard Small Cap Index2.260%0.947%874,0488,1962024-02-29
Vanguard Small Cap Value Index Inv1.542%0.523%596,4593,1012024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.325%0.568%512,5182,8962024-02-29
SRH Total Return Fund0.776%0.000%300,00002024-02-29
SPDR® S&P MIDCAP 400 ETF Trust0.716%0.379%276,8251,0442024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.765%-0.209%1,069,643-2,2442024-02-29
iShares Core S&P Mid-Cap ETF2.728%-0.290%1,055,100-3,0692024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.535%1.211%954,86611,4282023-03-31
JHancock Disciplined Value Mid Cap I2.414%-1.315%933,570-12,4412024-01-31
Vanguard Small Cap Index2.260%0.947%874,0488,1962024-02-29
MFS Mid Cap Value Equity2.120%-1.713%820,073-14,2912023-12-31
MFS Mid Cap Value A2.120%0.000%820,07302024-01-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.809%0.000%681,44202023-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.809%0.000%681,44202023-11-30
FullerThaler Behavioral Sm-Cp Eq R61.755%-0.396%678,742-2,7002023-12-31
FullerThaler Behavioral Small-Cap Equity1.755%-0.396%678,742-2,7002023-12-31
Schwab US Dividend Equity ETF™1.552%0.055%599,2183292023-02-28
Vanguard Small Cap Value Index Inv1.542%0.523%596,4593,1012024-02-29
Vanguard PRIMECAP Core Inv1.515%0.000%586,13002023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.325%0.568%512,5182,8962024-02-29
Vanguard Extended Market Index Investor1.303%0.472%493,7582,3182023-08-31
JPM US Small Cap Core-Composite1.037%-16.546%401,057-79,5142023-12-31
Invesco Discovery A0.998%2.795%386,09310,4972024-01-31
Invesco OFI Small Cap Growth0.971%12.752%375,59642,4792023-12-31
American Beacon Small Cp Val R50.983%29.394%372,41584,6002023-05-31
JPMorgan Small Cap Equity A0.962%-7.236%372,038-29,0192024-01-31
First Trust Financials AlphaDEX® ETF0.818%0.618%315,9031,9412023-02-28
Scout Mid Cap Equity0.781%6.238%302,08617,7372023-12-31
Carillon Scout Mid Cap I0.781%6.238%302,08617,7372023-12-31
SRH Total Return Fund0.776%0.000%300,00002024-02-29
Clark Navigator All Cap Core U.S. Equity0.768%0.770%294,4502,2512023-05-31
Hotchkis & Wiley Small Cap Value I0.746%4.583%289,80012,7002022-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.716%0.379%276,8251,0442024-02-29
DFA US Small Cap I0.685%0.000%265,04402024-01-31

Discussions

Please log in or register to share your thoughts.

jchonnee

$EVR money comes and goes but your story stays with you the rest of your life. Apes for life ??

0 Like Report
JohnDailyTrader

$EVR id rather have a dip then rip than a gap and crap

0 Like Report
mezzymez2

$EVR search and destroy bears!!

0 Like Report