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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
PDT Partners
New York
$954K -$1.27M -7,453 -57%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$919K +$2.57K +15 +0.3%
HighTower Advisors
228
HighTower Advisors
Illinois
$918K +$120K +701 +15%
VI
229
Vestcor Inc
New Brunswick, Canada
$912K
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$910K -$555K -3,244 -38%
Handelsbanken Fonder
231
Handelsbanken Fonder
Sweden
$896K
CAN
232
Cetera Advisor Networks
California
$890K +$62.9K +368 +8%
LWAM
233
Legacy Wealth Asset Management
Minnesota
$885K -$101K -592 -10%
TC
234
TownSquare Capital
Utah
$882K -$42.4K -248 -5%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$865K -$39.3K -230 -4%
CCIA
236
Campbell & Co Investment Adviser
Maryland
$858K +$858K +5,017 New
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$857K -$161K -942 -16%
Walleye Trading
238
Walleye Trading
New York
$820K +$320K +1,869 +64%
AWM
239
Angeles Wealth Management
California
$820K
SPFA
240
Summit Place Financial Advisors
New Jersey
$801K +$53.9K +315 +7%
BCM
241
Buckhead Capital Management
Georgia
$776K
SIA
242
Sit Investment Associates
Minnesota
$761K
Mariner
243
Mariner
Kansas
$758K +$42.3K +247 +6%
KeyBank National Association
244
KeyBank National Association
Ohio
$749K +$103K +605 +16%
MML Investors Services
245
MML Investors Services
Massachusetts
$743K +$85K +497 +13%
CB
246
Commerce Bank
Missouri
$734K +$459K +2,685 +167%
X
247
Xponance
Pennsylvania
$733K -$1.03K -6 -0.1%
HEIP
248
Hudson Edge Investment Partners
New Jersey
$716K -$23.9K -140 -3%
FDS
249
Freedom Day Solutions
Texas
$713K +$26.9K +157 +4%
Pictet Asset Management
250
Pictet Asset Management
Switzerland
$710K +$34.4K +201 +5%