EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones -10.6% ·
nuevas posiciones netas +6.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 137 | +2 | 26.03M | $8.88B | +6 | −4 |
| Q1 2026 | 138 | +6 | 26.00M | $7.75B | +8 | −3 |
| Q4 2025 | 132 | -2 | 27.15M | $9.23B | +2 | −3 |
| Q3 2025 | 21 | +2 | 16.88M | $5.69B | +2 | −1 |
| Q2 2025 | 17 | -4 | 14.75M | $3.98B | +1 | −5 |
| Q1 2025 | 18 | +1 | 5.91M | $1.18B | +2 | −1 |
| Q4 2024 | 17 | +1 | 4.74M | $1.31B | +1 | — |
| Q3 2024 | 15 | +1 | 3.89M | $985.73M | +2 | −1 |
| Q2 2024 | 14 | — | 4.35M | $906.55M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 718.21K | +5.0% | $181.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 718.21K | +5.0% | $181.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 427.42K | +0.8% | $108.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 390.76K | -41.3% | $98.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 350.52K | -42.0% | $88.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 320.23K | +6.1% | $81.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 150.50K | +107.6% | $38.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 150.50K | +107.6% | $38.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 150.50K | +107.6% | $38.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 77.98K | +78.7% | $19.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 24.76K | +38.4% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 23.29K | -91.8% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 22.59K | -6.8% | $5.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 12.92K | Nuevo | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 1.50K | Nuevo | $380,010 | 0.0% | New | 1 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 1.40K | -88.3% | $354,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 927 | -99.8% | $234,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $3.27M | 0.0% |
| D. E. Shaw & Co. | $380,010 | 0.0% |
Posición cerrada
| Point72 Asset Management | $10.43M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 650 tenedores, 34.74M acciones, $10.04B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.