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Evercore

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
226
Northwestern Mutual Investment Management Company
Wisconsin
$428K -$131K -1,593 -23%
SAM
227
Shell Asset Management
Netherlands
$423K -$111K -1,348 -21%
CANY
228
Caxton Associates (New York)
New York
$422K +$422K +5,134 New
SCA
229
Snowden Capital Advisors
New York
$421K +$67.5K +822 +19%
ECM
230
ExodusPoint Capital Management
New York
$419K -$3.11M -37,844 -88%
DF
231
Donoghue Forlines
Massachusetts
$410K +$33.4K +406 +9%
AWM
232
Angeles Wealth Management
California
$394K -$4.36K -53 -1%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$385K +$146K +1,776 +61%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$384K -$127K -1,539 -25%
CIP
235
Cornerstone Investment Partners
Georgia
$383K +$1.73K +21 +0.5%
BCM
236
Buckhead Capital Management
Georgia
$373K +$37K +450 +11%
X
237
Xponance
Pennsylvania
$350K -$41.7K -508 -11%
DCM
238
DGS Capital Management
New Jersey
$349K -$23.2K -282 -6%
WA
239
Wambolt & Associates
Colorado
$336K +$53.4K +650 +19%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$325K -$241K -2,926 -43%
M&T Bank
241
M&T Bank
New York
$323K -$32K -388 -9%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$319K
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$300K +$3.37K +41 +1%
P
244
Pitcairn
Pennsylvania
$289K -$62.9K -766 -18%
XT
245
XTX Topco
Cayman Islands
$286K +$286K +3,473 New
APG Asset Management
246
APG Asset Management
Netherlands
$285K -$461K -5,500 -62%
AG
247
Algert Global
California
$282K +$282K +3,428 New
LPL Financial
248
LPL Financial
California
$276K -$19.6K -238 -7%
VPIM
249
Vanguard Personalized Indexing Management
California
$275K -$5.51K -67 -2%
FHA
250
Flagship Harbor Advisors
Massachusetts
$274K