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Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$881K -$5.27K -40 -0.6%
CIA
227
CSat Investment Advisory
Michigan
$837K -$122K -924 -13%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$830K -$79K -600 -9%
WI
229
WBI Investments
New Jersey
$822K +$822K +6,242 New
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$819K
Mitsubishi UFJ Trust & Banking
231
Mitsubishi UFJ Trust & Banking
Japan
$816K +$4.17K +38 +0.5%
Handelsbanken Fonder
232
Handelsbanken Fonder
Sweden
$782K
HEIP
233
Hudson Edge Investment Partners
New Jersey
$778K -$61.3K -465 -7%
SCA
234
Snowden Capital Advisors
New York
$769K +$10.9K +83 +1%
GC
235
Globeflex Capital
California
$768K +$768K +5,830 New
DAM
236
Deltec Asset Management
New York
$759K
LWAM
237
Legacy Wealth Asset Management
Minnesota
$756K +$3.03K +23 +0.4%
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$730K +$730K +5,540 New
ASN
239
Advisory Services Network
Georgia
$726K +$709K +5,381 +4,237%
BCI
240
Brinker Capital Investments
Pennsylvania
$716K -$52.3K -397 -7%
VF
241
Virtu Financial
New York
$710K +$403K +3,061 +131%
VNA
242
Valley National Advisers
Pennsylvania
$706K -$2.24K -17 -0.3%
MBT
243
Montecito Bank & Trust
California
$705K
GAM
244
Gotham Asset Management
New York
$700K -$205K -1,554 -23%
SIA
245
Sit Investment Associates
Minnesota
$685K
TRCT
246
Tower Research Capital (TRC)
New York
$666K +$405K +3,073 +155%
II
247
Inspire Investing
Idaho
$658K +$658K +4,992 New
AB
248
Amalgamated Bank
New York
$652K -$42K -319 -6%
ST
249
Somerset Trust
Pennsylvania
$649K -$12.2K -93 -2%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$638K +$121K +920 +23%