Evercore Inc.: which funds bought and sold
Institutions that bought and sold Evercore shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 358 institutions that filed 13F reports for both quarters added to or opened positions in Evercore, and 283 cut or closed them. Together they added a net 276K shares, +0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 511K shares (+5.1%); index fund managers were net buyers of 122K shares (+1.1%). 103 opened a new position and 45 sold out entirely.
Bought, Q2 2026 358 institutions, 103 of them new holders Sold, Q2 2026 283 institutions, 45 of them sold out
Net change, all compared +276K shares (+0.8%)
Net change, active managers +511K shares (+5.1%), 41 bought, 34 sold
Buyers versus sellers
358 bought 102 283 sold
Active managers and hedge funds 41 bought · 34 sold · +511K
Index fund managers 8 bought · 4 sold · +122K
Other institutions 309 bought · 245 sold · −357K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | +568K +821.8% | 637K | $218M |
| AQR Capital Management LLC Hedge fund | +394K +29.9% | 1.7M | $584M |
| UBS Group AG | +211K +72.0% | 503K | $172M |
| Azora Capital LP Hedge fund | +186K New position | 186K | $63.5M |
| Invesco Ltd. | +178K +12.5% | 1.6M | $547M |
| Capital International Investors Active manager | +169K +108.5% | 325K | $111M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +115K +49.3% | 347K | $119M |
| American Century Companies Inc Active manager | +111K +133.8% | 195K | $66.5M |
| Two Sigma Investments, LP Hedge fund | +96K +95.0% | 198K | $67.6M |
| Alyeska Investment Group, L.P. Hedge fund | +96K +2573.5% | 100K | $34.1M |
| BNP Paribas Asset Management Holding S.A. | +74K +23.2% | 393K | $134M |
| Flputnam Investment Management Co | +74K New position | 74K | $25.1M |
| Jacobs Levy Equity Management, Inc Active manager | +73K +50.4% | 217K | $74.2M |
| Ameriprise Financial Inc | +71K +127.1% | 127K | $43.4M |
| Blackrock, Inc. Index funds | +67K +1.8% | 3.7M | $1.3B |
| Driehaus Capital Management LLC Active manager | +63K New position | 63K | $21.5M |
| Geode Capital Management, LLC Index funds | +55K +5.3% | 1.1M | $375M |
| Boston Trust Walden Corp | +55K +88.9% | 116K | $39.5M |
| Jain Global LLC Hedge fund | +45K New position | 45K | $15.4M |
| Janney Montgomery Scott LLC | +45K +1644.5% | 47K | $16.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | +568K +821.8% | 637K | $218M |
| AQR Capital Management LLC Hedge fund | +394K +29.9% | 1.7M | $584M |
| Azora Capital LP Hedge fund | +186K New position | 186K | $63.5M |
| Capital International Investors Active manager | +169K +108.5% | 325K | $111M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +115K +49.3% | 347K | $119M |
| American Century Companies Inc Active manager | +111K +133.8% | 195K | $66.5M |
| Two Sigma Investments, LP Hedge fund | +96K +95.0% | 198K | $67.6M |
| Alyeska Investment Group, L.P. Hedge fund | +96K +2573.5% | 100K | $34.1M |
| Jacobs Levy Equity Management, Inc Active manager | +73K +50.4% | 217K | $74.2M |
| Driehaus Capital Management LLC Active manager | +63K New position | 63K | $21.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −537K −32.2% | 1.1M | $387M |
| TD Asset Management Inc | −349K −36.4% | 609K | $208M |
| Balyasny Asset Management L.P. Hedge fund | −310K −84.1% | 59K | $20.1M |
| Price T Rowe Associates Inc Active manager | −289K −88.5% | 37K | $12.8M |
| Goldman Sachs Group Inc | −175K −33.3% | 350K | $119M |
| Morgan Stanley | −115K −12.5% | 803K | $274M |
| Marshall Wace, LLP Hedge fund | −110K Sold out | 0 | — |
| Longaeva Partners L.P. | −89K −56.8% | 68K | $23.2M |
| Junto Capital Management LP Hedge fund | −75K Sold out | 0 | — |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −72K −80.0% | 18K | $6.1M |
| Allianz Asset Management Gmbh | −72K −67.6% | 34K | $10.6M |
| Citadel Advisors LLC Hedge fund | −66K Sold out | 0 | — |
| TD Waterhouse Canada Inc. | −61K −45.0% | 75K | $25.5M |
| Jpmorgan Chase & Co | −60K −12.7% | 409K | $138M |
| Bridgewater Associates, LP Hedge fund | −57K −63.3% | 33K | $11.3M |
| Susquehanna Portfolio Strategies, LLC | −54K Sold out | 0 | — |
| Deutsche Bank Ag\ | −46K −81.1% | 11K | $3.7M |
| Engineers Gate Manager LP Hedge fund | −46K −52.3% | 42K | $14.4M |
| Point72 Asset Management, L.P. Hedge fund | −46K −11.8% | 345K | $118M |
| AGF Management Ltd | −39K −66.1% | 20K | $6.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −537K −32.2% | 1.1M | $387M |
| Balyasny Asset Management L.P. Hedge fund | −310K −84.1% | 59K | $20.1M |
| Price T Rowe Associates Inc Active manager | −289K −88.5% | 37K | $12.8M |
| Marshall Wace, LLP Hedge fund | −110K Sold out | 0 | — |
| Junto Capital Management LP Hedge fund | −75K Sold out | 0 | — |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −72K −80.0% | 18K | $6.1M |
| Citadel Advisors LLC Hedge fund | −66K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −57K −63.3% | 33K | $11.3M |
| Engineers Gate Manager LP Hedge fund | −46K −52.3% | 42K | $14.4M |
| Point72 Asset Management, L.P. Hedge fund | −46K −11.8% | 345K | $118M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Azora Capital LPHedge fund | 186K | $63.5M |
| Flputnam Investment Management Co | 74K | $25.1M |
| Driehaus Capital Management LLCActive manager | 63K | $21.5M |
| Jain Global LLCHedge fund | 45K | $15.4M |
| Zurich Insurance Group Ltd | 36K | $12.1M |
| Walter Public Investments Inc. | 34K | $11.7M |
| Capital Fund Management S.A.Hedge fund | 25K | $8.6M |
| Cinctive Capital Management LPHedge fund | 23K | $7.7M |
| Philadelphia Financial Management Of San Francisco, LLC | 21K | $7.2M |
| Convergence Investment Partners, LLC | 18K | $6M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Marshall Wace, LLPHedge fund | 110K | $32.7M |
| Junto Capital Management LPHedge fund | 75K | $22.3M |
| Citadel Advisors LLCHedge fund | 66K | $19.7M |
| Susquehanna Portfolio Strategies, LLC | 54K | $16.2M |
| Trexquant Investment LPHedge fund | 31K | $9.2M |
| University Of Texas/Texas Am Investment Management Co | 18K | $5.3M |
| Peak6 LLC | 17K | $5.1M |
| Polar Asset Management Partners Inc. | 14K | $4.3M |
| Aquatic Capital Management LLC | 6,707 | $2M |
| Varcov Co. | 2,583 | $771,051 |
Who holds the shares
- Institutions reporting
- 706
- Ten largest holders
- 43.9% of 13F-reported shares
- Index fund managers
- 30.3% of 13F-reported shares
- Active managers and hedge funds
- 29.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 41 | 34 | 11 | 7 | +511K | +5.1% |
| Index fund managers | 8 | 4 | 1 | 0 | +122K | +1.1% |
| Other institutions | 309 | 245 | 91 | 38 | −357K | −2.6% |