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Evercore

301 hedge funds and large institutions have $2.39B invested in Evercore in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
6.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
43
Increased
95
Reduced
114
Closed
43
Calls
$4.46M
Puts
$2.81M
Net Calls
+$1.65M
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
251
San Francisco Sentry Investment Group
California
$52K
VanEck Associates
252
VanEck Associates
New York
$39K +$9.01K +137 +30%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38K -$62.9K -961 -62%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$36K -$4.12K -63 -10%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$35K +$35K +542 New
Group One Trading
256
Group One Trading
Illinois
$33K +$26.4K +400 +400%
SFPG
257
Stonebridge Financial Planning Group
Florida
$31K
QCG
258
Quadrant Capital Group
Ohio
$24K -$48.1K -750 -67%
SPIA
259
Steward Partners Investment Advisory
New York
$15K
OIA
260
Optimum Investment Advisors
Illinois
$13K -$13K -200 -50%
BCA
261
Berman Capital Advisors
Georgia
$11K +$6.75K +108 +159%
MRCM
262
M&R Capital Management
New Jersey
$11K +$11K +170 New
AAMU
263
Amundi Asset Management US
Massachusetts
$10K -$5.07M -74,476 -100%
PA
264
Parallel Advisors
California
$10K +$4.86K +71 +95%
CWC
265
Carolinas Wealth Consulting
North Carolina
$10K +$10K +148 New
GKIM
266
GW&K Investment Management
Massachusetts
$9K
ASN
267
Advisory Services Network
Georgia
$8K +$8K +127 New
CFD
268
Creative Financial Designs
Indiana
$7K
PAM
269
Panagora Asset Management
Massachusetts
$7K
ZB
270
Zions Bancorporation
Utah
$7K +$7K +100 New
FHA
271
First Horizon Advisors
Tennessee
$6K -$8.87K -136 -60%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$6K
CHAM
273
Clear Harbor Asset Management
Connecticut
$5.89K +$5.89K +90 New
S
274
SignatureFD
Georgia
$5K
TWA
275
TCI Wealth Advisors
Arizona
$5K