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Evercore

351 hedge funds and large institutions have $3.96B invested in Evercore in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+50
Holders Change %
+16.61%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
111
Reduced
113
Closed
31
Calls
$13.1M
Puts
$10.2M
Net Calls
+$2.94M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$323K +$323K +2,944 New
Allianz Asset Management
252
Allianz Asset Management
Germany
$323K +$323K +2,948 New
PG
253
Pendal Group
Australia
$313K -$110K -1,002 -26%
ZCA
254
Zeke Capital Advisors
Pennsylvania
$290K -$814K -7,432 -74%
PCS
255
Personal CFO Solutions
New Jersey
$280K +$280K +2,556 New
CAG
256
Csenge Advisory Group
Florida
$276K +$276K +2,519 New
PA
257
Profund Advisors
Maryland
$271K +$271K +2,474 New
CAN
258
Cetera Advisor Networks
California
$260K +$260K +2,367 New
MYIA
259
Mount Yale Investment Advisors
Colorado
$259K +$259K +2,358 New
SCM
260
Shelton Capital Management
Colorado
$258K +$258K +2,355 New
VF
261
Virtu Financial
New York
$256K +$256K +2,332 New
WAM
262
World Asset Management
Michigan
$254K +$254K +2,317 New
PAS
263
Park Avenue Securities
New York
$247K +$247K +2,255 New
XM
264
XTX Markets
New York
$244K +$244K +2,222 New
EGM
265
Engineers Gate Manager
New York
$243K +$243K +2,216 New
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$243K +$243K +2,225 New
M&T Bank
267
M&T Bank
New York
$242K +$242K +2,200 New
CSS
268
Cubist Systematic Strategies
Connecticut
$235K -$420K -3,833 -64%
MFG
269
Magnus Financial Group
New York
$234K +$234K +2,138 New
FIM
270
Freedom Investment Management
Connecticut
$228K +$228K +2,078 New
ISL
271
Ingalls & Snyder LLC
New York
$227K +$227K +2,067 New
KWM
272
Kingsview Wealth Management
Oregon
$227K +$227K +2,070 New
LIA
273
LS Investment Advisors
Michigan
$221K +$221K +2,020 New
URS
274
Utah Retirement Systems
Utah
$219K +$219K +2,000 New
RHJA
275
Rice Hall James & Associates
California
$218K +$218K +1,989 New