证券记录 · 已归档季度
EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
15被追踪持有人
+1Δ持有人
3.89M持有股份
$985.73M报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +7.1% ·
股份流向 -10.6% ·
净新建仓位 +6.7%
· 公式
持有人分散化:持有人数增多,合计持仓比例缩小。
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 34.62K | $8.69M | +1 | n/a |
| Q2 2026 | 135 | +2 | 26.00M | $8.87B | +6 | −6 |
| 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 | n/a |
| Q3 2024 | 15 | +1 | 3.89M | $985.73M | +2 | −1 |
| Q2 2024 | 14 | n/a | 4.35M | $906.55M | n/a | n/a |
持有人 · Q3 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Geode Capital Management ✦ (被动) | 718.21K | +5.0% | $181.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (被动) | 427.42K | +0.8% | $108.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 390.76K | -41.3% | $98.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | PRIMECAP Management ✦ | 350.52K | -42.0% | $88.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 320.23K | +6.1% | $81.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 150.50K | +107.6% | $38.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Two Sigma Investments ✦ | 77.98K | +78.7% | $19.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bridgewater Associates ✦ | 24.76K | +38.4% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 23.29K | -91.8% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 22.59K | -6.8% | $5.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 12.92K | 新增 | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.50K | 新增 | $380,010 | 0.0% | New | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 1.40K | -88.3% | $354,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 927 | -99.8% | $234,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Arrowstreet Capital | $3.27M | 0.0% |
| D. E. Shaw & Co. | $380,010 | 0.0% |
已清仓
| Point72 Asset Management | $10.43M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 650 持有人, 34.74M 股份, $10.04B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2024 ·
方法论 ·
通过API获取此数据