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Evercore

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
226
Wambolt & Associates
Colorado
$742K +$60.4K +450 +9%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$739K +$37K +268 +5%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$738K +$499K +3,619 +208%
VI
229
Vestcor Inc
New Brunswick, Canada
$735K +$273K +1,981 +59%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$729K +$29.1K +211 +4%
Handelsbanken Fonder
231
Handelsbanken Fonder
Sweden
$722K
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$694K -$161K -1,166 -19%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$692K -$6.27M -47,776 -90%
CAN
234
Cetera Advisor Networks
California
$667K +$83.3K +604 +14%
Prudential Financial
235
Prudential Financial
New Jersey
$665K -$1.01M -7,293 -60%
AWM
236
Angeles Wealth Management
California
$661K
HighTower Advisors
237
HighTower Advisors
Illinois
$641K +$98.3K +712 +18%
BCM
238
Buckhead Capital Management
Georgia
$626K
SIA
239
Sit Investment Associates
Minnesota
$614K
SPFA
240
Summit Place Financial Advisors
New Jersey
$603K +$603K +4,370 New
Federated Hermes
241
Federated Hermes
Pennsylvania
$602K -$117K -846 -16%
Citigroup
242
Citigroup
New York
$599K -$639K -4,631 -52%
HEIP
243
Hudson Edge Investment Partners
New Jersey
$596K -$1.38K -10 -0.2%
X
244
Xponance
Pennsylvania
$592K -$5.1K -37 -0.9%
Mariner
245
Mariner
Kansas
$576K +$34.5K +250 +6%
SAM
246
Shell Asset Management
Netherlands
$569K -$9.79K -71 -2%
FM
247
Foster & Motley
Ohio
$554K +$554K +4,021 New
FDS
248
Freedom Day Solutions
Texas
$553K -$93.2K -676 -14%
SG Americas Securities
249
SG Americas Securities
New York
$548K -$218K -1,577 -28%
Pictet Asset Management
250
Pictet Asset Management
Switzerland
$544K +$544K +3,948 New