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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$699K -$51.9K -450 -7%
ZB
227
Zions Bancorporation
Utah
$693K +$288K +2,500 +71%
LWAM
228
Legacy Wealth Asset Management
Minnesota
$686K -$81.2K -704 -11%
MCM
229
MAI Capital Management
Ohio
$682K +$12.7K +110 +2%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$671K
Amundi
231
Amundi
France
$671K +$671K +5,924 New
Swedbank
232
Swedbank
Sweden
$669K
DCM
233
DGS Capital Management
New Jersey
$667K -$8.19K -71 -1%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$666K
DAM
235
Deltec Asset Management
New York
$665K
ACM
236
Acrisure Capital Management
Texas
$644K +$279K +2,421 +77%
NFG
237
Nations Financial Group
Iowa
$627K +$24.6K +213 +4%
Federated Hermes
238
Federated Hermes
Pennsylvania
$620K +$45K +390 +8%
Lord, Abbett & Co
239
Lord, Abbett & Co
New Jersey
$609K -$17.9M -155,286 -97%
Handelsbanken Fonder
240
Handelsbanken Fonder
Sweden
$604K
CGH
241
Crossmark Global Holdings
Texas
$599K +$127K +1,100 +27%
HEIP
242
Hudson Edge Investment Partners
New Jersey
$595K -$5.76K -50 -1%
Corient Private Wealth
243
Corient Private Wealth
Florida
$592K +$107K +929 +22%
EGM
244
Engineers Gate Manager
New York
$589K +$41.1K +356 +7%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$586K -$38.3K -332 -6%
WA
246
Wambolt & Associates
Colorado
$573K +$62.8K +544 +12%
OTL
247
Oak Thistle LLC
New York
$565K +$565K +4,899 New
PI
248
PEAK6 Investments
Illinois
$562K -$495K -4,287 -47%
PFO
249
Pathstone Family Office
New Jersey
$560K -$616K -5,342 -52%
VPIM
250
Vanguard Personalized Indexing Management
California
$556K +$97.7K +847 +21%